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In 2025, investment management firms face elevated risks and rewards as they look to grow revenue, streamline processes, and how they use AI and other technology for digital transformation and cybersecurity.
Trusted by: 94% of the Bulge Bracket (the world’s largest investment banks) 87% of the “top 20” global asset management firms (by AUM) Our data and insights are highly cited in Latest Insights Thought leadership and analysis that help you find a signal in the noise ...
Investment managers can be one-person offices to large firms with global offices. They follow market activity closely to help dictate investment decisions for their clients. They may meet with clients individually or with relevant financial team members at a company. Client portfolios can include asse...
Trusted by: % of the Bulge Bracket (the world’s largest investment banks) % of the “top 20” global asset management firms (by AUM) Our data and insights are highly cited in Latest Insights Thought leadership and analysis that help you find a signal in the noise ...
By the Numbers $2.0 Trillion AUM(1) 7 Investment Firms The value of investments can fall. Investors may not get back the amount invested.1 BNY as of September 30, 2024. Total assets under management (AUM) includes AUM attributable to the asset managers outlined on this page (with the...
management or portfolio management, is the professional management of various securities (such as stocks and bonds) to meet specified investment goals for the benefit of investors. Investment management services can be provided by individual portfolio managers, investment management firms, or financial ...
Roughly corresponds with the top-100 firms by AUM in the region. 9 DOUBLE MATERIALITY AND SUSTAINABLE IMPACT The center of gravity in ESG investing has steadily shifted from a foundation in values, to risk and valuation considerations, and increasingly towards sustainable outcomes and impact. The ...
AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers. Natixis Investment Managers’ distribution and service groups include ...
Large private equity firms have unique requirements. Once a private equity firm hits the $2 billion in assets under management (AUM), the service provider role shifts. Explore large private equity firmneeds Do you need a bank or a brokerage firm?