What is Aum & how is it calculated?

Calculating AUM involves aggregating the total market value of all assets that an investment manager oversees on behalf of clients. This includes a diverse range of investment vehicles such as stocks, bonds, mutual funds, ETFs, cash equivalents, and other securities.

How do financial institutions calculate assets under management (AUM)?

When calculating AUM, some financial institutions include bank deposits, mutual funds, and cash, while others limit it to funds under discretionary management from individual investors. Assets under management (AUM) is the total market value of the investments managed by a person or entity on behalf of investors.

What does Aum stand for in banking?

Assets Under management (AUM) is defined as the total amount of assets under the oversight of a particular asset management company, such as a mutual fund. Some institutions only count discretionary funds, meaning funds that investors give for investment purposes, while other institutions also count bank deposits and more. What Does AUM Stand For?