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Keyword: AUM

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Wooden blocks with percentage sign and arrow up, financial growth, interest rate increase, inflation concept

Meeting that goal may require new strategies and business models, Natixis survey suggests

  • By: IE Staff
  • June 30, 2022 June 30, 2022
  • 12:17
challenge

Growth was due to flows in financial assets and rising markets rather than expanding client bases

increase

Investors now have access to more than 200 ESG funds

profits soar

Client AUM is up by 55% since the pandemic began

success

While AUM was up, overall productivity has declined from 2020

Portrait of young confident asian businessman with serious face sitting in modern office interior near big window, intelligent men entrepreneur in elegant suit thinking about something before meeting dream big business planning advisor

Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic

Assets return to fund companies during April rebound

Business economic graph and chart digital illustration

AUM rose as advisors focused on wealthy clients in run-up to pandemic

Businessman check seriously analyzes a finance report investor colleagues discussing new plan financial graph data. bank managers task. Concept business and finance ,Account analyzes planing

The company's assets under management increased year over year

  • By: IE Staff
  • April 23, 2020 April 23, 2020
  • 11:20