Edison Investment Research - Record (REC) Record - Strong final quarter takes AUME above $80bn

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Edison Investment Research

Pedro Fonseca

Record - Strong final quarter takes AUME above $80bn

Record’s final quarter saw continued net inflows and positive market moves allowing assets under management equivalent (AUME) to exceed over $80bn, an increase of 37% for the year. Positively, the diversity of revenue has also increased and there is potential for this trend to continue as new products are launched, including a new EM Sustainable Finance fund in Q122. Work continues on introducing technology to facilitate new products and enhance scalability.

26/04/2021 1 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 - Strong final quarter takes AUME above $80bn

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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