8-K: Artisan Partners Reports $158.6 Billion in Preliminary Assets Under Management for May 2024

Artisan Partners Asset Management Inc. announced its preliminary assets under management reached $158.6 billion as of May 31, 2024.

Summary

• Artisan Partners Asset Management Inc. reported preliminary assets under management (AUM) of $158.6 billion as of May 31, 2024.
• Artisan Funds and Artisan Global Funds accounted for $77.5 billion of the total AUM.
• Separate accounts and other AUM totaled $81.1 billion.
• The report provides a breakdown of AUM by investment strategy, including Growth, Global Equity, Value, International Value, Global Value, Sustainable Emerging Markets, Credit, Developing World, Antero Peak, International Small-Mid, and EMsights Capital teams.

Sentiment

Score: 7

Explanation: The document is a routine AUM update, which is generally neutral to positive. The large AUM figure is a positive indicator of the firm's scale and market position.

Positives

• The firm maintains a substantial AUM of $158.6 billion, demonstrating its position in the investment management industry.
• The firm has a diverse range of investment strategies across multiple asset classes.
• The firm has a strong presence in both fund and separate account management.

Industry Context

This announcement provides insight into Artisan Partners' AUM, which is a key metric for asset management firms. The breakdown by strategy offers a view into the firm's performance across different investment styles and asset classes. This data is relevant for investors and competitors to assess the firm's market position and growth.

Comparison to Industry Standards

• Artisan Partners' AUM of $158.6 billion places it among the mid-sized to large asset managers globally.
• Firms like T. Rowe Price and Franklin Templeton have significantly larger AUM, while others like Janus Henderson and Invesco are closer in size.
• The breakdown of AUM by strategy is typical for diversified asset managers, with a mix of equity, fixed income, and alternative strategies.
• The reported AUM is a snapshot in time and does not reflect performance or flows, which are also key metrics for comparison.

Stakeholder Impact

• Shareholders will be interested in the AUM figures as they reflect the firm's ability to attract and retain client assets.
• Employees may view the AUM as an indicator of the firm's stability and growth potential.
• Clients will use the AUM data to assess the firm's scale and expertise in managing assets.

Key Dates

Keywords

Assets Under Management, AUM, Investment Management, Artisan Partners, Asset Management, Global Equity, Value Equity, Growth Equity, Fixed Income, Emerging Markets