{{ Info.Overview }}

Adviser Profile

AUM* 2,352,678,018 63%
of that, discretionary 2,352,678,018 63%
Number of Employees 3,564 14%
of those in investment advisory functions 912 8%
Private Fund GAV* 0
Avg Account Size 2,352,678,018 63%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 1B 672M 336M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees