Artisan Partners Asset Management Inc. Reports March 2024 Assets Under Management
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Insights
The recent report by Artisan Partners Asset Management Inc. regarding their preliminary assets under management (AUM) presents a snapshot of the company's current scale and scope of operations. The figure of $160.4 billion in AUM is a key indicator of the firm's market presence and can influence investor sentiment. When assessing the distribution of AUM across various funds and strategies, it's evident that International Value and Global Value teams hold significant portions, which may reflect the firm's strategic focus and expertise in these areas.
An upward or downward trend in AUM can signal the firm's performance trajectory to investors and market analysts. It's also a measure of the trust that clients place in the firm's capabilities. The details provided about separate accounts and other AUM components offer transparency into the diversity of Artisan's offerings, potentially affecting the firm's attractiveness to both retail and institutional investors.
Artisan Partners Asset Management's AUM announcement is a critical piece of information for evaluating the company's financial health. AUM is directly linked to management fee revenue, which is a primary income source for asset management firms. The breakdown of AUM by strategy enables us to infer which segments are driving growth or may be underperforming. For instance, the substantial AUM allocated to the International Value strategy suggests robust client interest and could indicate a competitive advantage in international markets.
Moreover, the separation of the International Small-Mid team into an autonomous investment franchise could be seen as a strategic move to enhance focus and agility in this segment. This kind of structural change could potentially lead to improved performance and efficiency, as well as a differentiated offering that might appeal to niche investors.
From an economic perspective, the distribution of Artisan Partners' AUM across various geographical regions and investment strategies reflects broader market trends and investor preferences. For instance, the allocation towards emerging markets and specific international strategies might suggest a response to global economic shifts or the pursuit of diversification to mitigate risks associated with market volatility.
The AUM in credit strategies also provides insight into the current credit market conditions and investor risk appetite. The firm's ability to manage a diverse range of assets, from equities to credit, indicates a comprehensive approach to asset management that can adapt to different economic cycles, which is vital for long-term sustainability in the financial services industry.
MILWAUKEE, April 09, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of March 31, 2024 totaled
| PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2 | |||
| As of March 31, 2024 - ($ Millions) | |||
| Growth Team | |||
| Global Opportunities | $ | 22,599 | |
| Global Discovery | 1,639 | ||
| U.S. Mid-Cap Growth | 13,771 | ||
| U.S. Small-Cap Growth | 3,302 | ||
| Global Equity Team3 | |||
| Global Equity | 376 | ||
| Non-U.S. Growth | 13,722 | ||
| China Post-Venture | 161 | ||
| U.S. Value Team | |||
| Value Equity | 4,610 | ||
| U.S. Mid-Cap Value | 2,895 | ||
| Value Income | 14 | ||
| International Value Team | |||
| International Value | 42,956 | ||
| International Explorer | 306 | ||
| Global Value Team | |||
| Global Value | 27,298 | ||
| Select Equity | 347 | ||
| Sustainable Emerging Markets Team | |||
| Sustainable Emerging Markets | 1,042 | ||
| Credit Team | |||
| High Income | 10,333 | ||
| Credit Opportunities | 230 | ||
| Floating Rate | 77 | ||
| Developing World Team | |||
| Developing World | 3,837 | ||
| Antero Peak Group | |||
| Antero Peak | 2,039 | ||
| Antero Peak Hedge | 206 | ||
| International Small-Mid Team3 | |||
| Non-U.S. Small-Mid Growth | 7,390 | ||
| EMsights Capital Group | |||
| Global Unconstrained | 596 | ||
| Emerging Markets Debt Opportunities | 110 | ||
| Emerging Markets Local Opportunities | 528 | ||
| Total Firm Assets Under Management ("AUM") | $ | 160,384 | |
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
3 Effective March 31, 2024, the International Small-Mid team, managing the Non-U.S. Small-Mid Growth strategy, became its own autonomous investment franchise.
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 is the total assets under management reported by Artisan Partners Asset Management Inc. as of March 31, 2024?
Which strategies are included in the AUM reported by Artisan Partners Asset Management Inc.?
What amount of AUM is accounted for by Artisan Funds and Artisan Global Funds?
Which team became its own autonomous investment franchise as of March 31, 2024?
