Apr 01, 2019

Critical bottlenecks that hinder a firm's ability to report accurate and consistent AUM and flows

We’ve all been in a situation where asking the same, seemingly straightforward question to five people has produced five different answers. Similarly, asking associates in various departments at an asset manager for AUM numbers or asset flow data, will likely elicit many varied answers. Why is that?

Asset Under Management (AUM) is a fundamental metric indicating the market value of all assets managed by an investment management firm. Flows can be characterized as the investor-directed movement of assets in and out of investment products. These definitions are mature and widely used. So, where do the challenges in reporting accurate and consistent AUM and flows lie? We’ve identified five critical bottlenecks that can hinder a firm’s ability to get the information easily.

You can read the full article here.