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Keyword: AUM

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While AUM and client household numbers varied across the three channels, there was slight average asset growth

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Average AUM rose slightly while assets per household grew by 6%

challenge-obstacle

Increases in AUM and client rosters were uneven across the brokerage, dealer and retail bank channels

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Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products

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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

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