AUM (Assets Under Management)
AUM represents the total market value of the assets that a fund or firm manages on behalf of its clients, serving as a key indicator of size, scale, and credibility.
AUM includes all active investments across strategies, client accounts, and portfolios. It's often used by allocators and industry peers as a proxy for institutional validation, operational maturity, and revenue potential. Higher AUM can signal manager experience, although it may also introduce capacity constraints. Some strategies — particularly those dependent on alpha from market inefficiencies — degrade at scale. AUM metrics are often cited in factsheets, investor memos, and reporting packs, and can influence fee negotiations, mandate structuring, and platform access.
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