Edison Investment Research - Record (REC) Record - AUME now over $70bn

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Edison Investment Research

Pedro Fonseca

Record - AUME now over $70bn

Record’s assets under management (AUME) reached over $70bn for the first time at the end of December, reflecting a combination of net flows and market, foreign exchange and scaling moves in Q321. The pattern of flows has increased the diversity of revenues while the benefits of initiatives to increase the breadth of product offering are yet to come; the launch of the Currency Impact Fund is due soon and a pipeline of other potential products is in development, supported by technology investment.

26/01/2021 5 EN

Underlying

Record

Record is an independent currency manager delivering currency solutions. Co.'s clients are mainly institutions, including pension funds, charities, foundations, endowments, and family offices, as well as other fund managers and corporate clients.

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GB00B28ZPS36 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Pedro Fonseca

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Record - AUME now over $70bn

Record - Robust interim results with strategic progress

Record: 1 director

Record - Strong performance fees

OPAP - Winning strategy

Patria Private Equity Trust - High liquidity and solid long-term track record

MoneyHero - Emphasis on driving margin

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