Artisan Partners Asset Management Inc. Reports December 2023 Assets Under Management
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Insights
Artisan Partners Asset Management Inc.'s disclosure of preliminary assets under management (AUM) provides a snapshot of the company's scale and the distribution of its investment strategies. The AUM is a critical metric in the asset management industry as it directly affects management fee revenue, which is a significant component of an asset manager’s income. The reported AUM of $150.2 billion indicates the company's capacity to attract and retain investment capital, which is essential for evaluating its market position and competitive strength.
The distribution of AUM across various strategies, such as the substantial $40.762 billion in International Value, suggests a diversified investment approach that may appeal to a broad investor base. However, the $115 million in distributions not reinvested could signal a minor outflow, potentially impacting future revenue. Investors should consider the firm's AUM in relation to industry growth rates and competitor performance to assess the company's strategic positioning.
Artisan Partners Asset Management's AUM distribution reflects current market trends and investor preferences. For instance, the prominence of their International Value strategy could be indicative of a larger investor appetite for international exposure amidst a possibly volatile domestic market. On the other hand, the smaller AUM in certain strategies like China Post-Venture and Floating Rate suggests niche or emerging areas that may not have fully captured investor interest.
It's also important to note the impact of annual income and capital gains distributions on AUM. Such distributions can affect investor perceptions and fund attractiveness. A comparison with industry benchmarks on distribution rates and reinvestment percentages could provide deeper insights into investor behavior and the firm's performance relative to its peers.
The AUM report from Artisan Partners Asset Management Inc. can be seen as a reflection of broader economic trends. For instance, the allocation of assets in emerging markets and global strategies may indicate how global economic dynamics, such as trade policies and currency fluctuations, are influencing investor strategies. The firm's ability to maintain and grow its AUM amidst such economic conditions will be a testament to its strategic resilience and adaptability.
Furthermore, the AUM in credit strategies like High Income and Credit Opportunities could provide insight into the current credit market environment and investor risk appetite. An economist might analyze the correlation between these figures and prevailing interest rates or economic cycles to forecast potential shifts in asset allocation.
MILWAUKEE, Jan. 10, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of December 31, 2023 totaled
| PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2 | |||
| As of December 31, 2023 - ($ Millions) | |||
| Growth Team | |||
| Global Opportunities | |||
| Global Discovery | 1,490 | ||
| U.S. Mid-Cap Growth | 12,646 | ||
| U.S. Small-Cap Growth | 3,178 | ||
| Global Equity Team | |||
| Global Equity | 347 | ||
| Non-U.S. Growth | 13,218 | ||
| Non-U.S. Small-Mid Growth | 7,151 | ||
| China Post-Venture | 160 | ||
| U.S. Value Team | |||
| Value Equity | 4,227 | ||
| U.S. Mid-Cap Value | 2,818 | ||
| Value Income | 12 | ||
| International Value Team | |||
| International Value | 40,762 | ||
| International Explorer | 247 | ||
| Global Value Team | |||
| Global Value | 25,349 | ||
| Select Equity | 321 | ||
| Sustainable Emerging Markets Team | |||
| Sustainable Emerging Markets | 917 | ||
| Credit Team | |||
| High Income | 9,407 | ||
| Credit Opportunities | 215 | ||
| Floating Rate | 61 | ||
| Developing World Team | |||
| Developing World | 3,453 | ||
| Antero Peak Group | |||
| Antero Peak | 1,897 | ||
| Antero Peak Hedge | 204 | ||
| EMsights Capital Group | |||
| Global Unconstrained | 313 | ||
| Emerging Markets Debt Opportunities | 92 | ||
| Emerging Markets Local Opportunities | 450 | ||
| Total Firm Assets Under Management ("AUM") | |||
1 Separate account and other AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds. Separate account and other AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
2 AUM for certain strategies include the following amounts for which Artisan Partners provides investment models to managed account sponsors (reported on a one-month lag): Artisan Sustainable Emerging Markets
ABOUT ARTISAN PARTNERS
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.
Investor Relations Inquiries: 866.632.1770 or ir@artisanpartners.com
Source: Artisan Partners Asset Management Inc.
FAQ
What are the preliminary assets under management reported by Artisan Partners Asset Management Inc. as of December 31, 2023?
What were the contributions of Artisan Funds and Artisan Global Funds to the total firm AUM?
What was the impact of Artisan Funds distributions not reinvested on the December month-end AUM?
Can you provide a breakdown of the AUM by strategy as of December 31, 2023?
