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...
Legg Mason is a holding company. Through its subsidiaries, the company is an asset management company that provides investment management and related products and services. The company's investment advisory services include discretionary and non-discretionary management of separate investment accounts for institutional and individual investors. The company's investment products include proprietary mutual funds ranging from money market and other liquidity products to fixed income, equity and alternative funds managed in various investment styles. The company also provides other domestic and offshore funds to both retail and institutional investors, privately placed real estate funds, hedge funds, and funds-of-hedge funds.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.