Assets under Management

Assets under management (AUM; deutsch: "Verwaltetes Vermögen") ist eine finanzielle Kennziffer zur Bewertung von Investmentgesellschaften, Versicherungsunternehmen, Vermögensverwaltungsgesellschaften und Banken (insbesondere Private Banking) und beschreibt das Volumen an Kundengeldern, die das jeweilige Unternehmen verwaltet.

Ähnlich wie der Umsatz bei Handels- oder Produktionsunternehmen sind die Assets under management ein viel beachteter Indikator für die Größe und Marktdurchdringung von Finanzunternehmen. Sie werden daher typischerweise für Ranglisten der größten Unternehmen der Branche verwendet[1].

Die Assets under management spiegeln nicht den Vertriebserfolg eines Finanzdienstleister wieder. Bedingt durch Marktpreisschwankungen sinken die Assets under Management in der Baisse und steigen bei positiver Marktentwicklung, ohne dass dies ein Indikator für den Vertriebserfolg wäre. Um den Vertriebserfolg zu messen, ist der Nettozufluss an Kundeneinlagen der geeignete Maßstab.

Einzelnachweise

  1. Als Beispiel: Die BVI Fondsstatistik

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