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Metric Type
Company Groups
Value Type
Research Policy
Community Assessed
Report Type
Responsible Investment Transparency Report

Assets under management refer to the total market value of all the financial assets that a financial services company manages on behalf of itself and its clients. 


To find the total assets under management for the company you are researching, look in the company's responsible investment transparency report. The answer for the metric can be found under the indicator OO 04.4 - Organisational Overview: Reporting year and AUM.

Enter the AUM value into the answer box and add/cite the company's transparency report as a source. If the answer cannot be found, enter 'Unknown' as your answer.

The Monetary unit for this metric is US Dollars. If the value is reported in a currency other than US dollars, please consult convert to USD, and add conversion details in the comments section. The following page provides yearly average conversion rates: https://wikirate.org/currency_conversions 

Responsible investment transparency reports can be found on the Principles for Responsible Investment website here

Further information on the PRI Reporting Framework 2018 for the Organisational Overview module can be found here.