Assets Under Management

Assets Under Management (AUM) refers to the total value of investments that a financial institution, like a mutual fund or wealth management firm, manages on behalf of its clients. It includes things like stocks, bonds, real estate, and cash. AUM provides an indication of the size and success of a firm; higher AUM typically suggests greater client trust and a broader market presence. The figure can fluctuate based on market performance, new investments, and withdrawals. It’s a key metric used to assess the scale of an investment manager's operations.