Asset Management KPI Forecasts

Visible Alpha offers detailed consensus estimates for key performance indicators for asset management companies across all geographies, sourced from the world’s leading equity analysts.

The asset management industry includes companies that are responsible for the management of their client’s funds, investing pooled funds from their clients – which includes both retail and institutional investors – into a variety of securities and assets. Asset management companies (AMCs) make investment decisions on their behalf to meet their financial goals. This is done using an array of financial instruments such as equity, debt, and other alternative instruments. AMCs charge fees for these services, usually a percentage of their client’s assets under management (AUM), and this can vary depending on the geography, asset class, investment style, etc.

Below is current consensus forecast data on unit economics, such as total AUM, management fee rates and performance fee rates; financials, such as management fee income and performance fee income; and key ratios, such as revenue margin on average AUM and AUM organic growth rate. These key asset management metrics aid market participants in identifying industry trends and future performance of asset managers, such as Blackrock, State Street, Amundi and Credit Agricole.