IAM's Financial Overview and Growth Strategy
Capture the growth inherent in our current capability set
IAM's specialist skillsets are well aligned with global growth trends
Global industry AUM by
asset class
$101tn
Passive
Global industry revenue by
asset class
AUM CAGR
(2018-2023E)
10%
$330bn
$19bn
$279bn
$55bn
$24tn
Core
$74tn
$16bn
2%
$55bn
$62bn
$14tn
$27tn
Active Specialist
5%
$56bn
$37bn
$27bn
8%
$24tn
$17tn
Solutions
$13tn
$16tn
$157bn
$124bn
$11tn
Alternatives
8%
$18tn
$12tn
2018
2023E
2018
2023E
21
Source: Boston Consulting Group. Notes: Alternatives includes hedge funds (HF), private equity (PE), real estate, infrastructure and commodity funds, liquid alternative mutual funds (e.g. absolute returns, long/short, market neutral, volatility). PE and HF revenues
exclude performance fees. Active Specialist includes equity specialties (foreign, global, EM, small and mid caps, sectors) and fixed income specialties (EM, global, high yield, convertibles). Solutions (including LDI and Balanced) includes target dated, global asset
allocation, flexible, income, LDI and traditional balanced. Active Core includes actively managed domestic large cap equity, domestic government and corporate debt, money market and structured products. Totals may not add up due to rounding.View entire presentation