Report
Greggory Warren, CFA
EUR 101.80 For Business Accounts Only

More Asset Managers Providing Monthly AUM is a Good Thing; BlackRock and T. Rowe Price Our Top Picks

We're pleased to see the number of U.S.-based asset managers we cover that provide preliminary monthly data on assets under management increase from five firms--Invesco, Franklin Resources, Legg Mason, AllianceBernstein, and Cohen & Steers (with Eaton Vance offering preliminary AUM data each calendar quarter)--to seven, with T. Rowe Price and Waddell & Reed joining the fold since the start of the third quarter.
How long this will last is anybody's guess, but we believe that in both cases...
Underlying
Janus Henderson Group PLC

Janus Henderson Group is a global investment manager. Co. manages a range of investment products for institutional and retail investors, across five capabilities, being European Equities, Global Equities, Global Fixed Income, Multi-Asset and Alternatives, including Private Equity and Property. Management operates across product lines, distribution channels and geographic regions. All investment product types are sold in most, if not all, of these regions and are managed in various locations. As of Dec 31 2016, Co. had total assets under management of £101.00 billion.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Greggory Warren, CFA

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch