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Assets Under Management (AUM)

Related terms: asset management, asset allocation, diversification, liquidity, investment strategy

What is Assets Under Management (AUM)?

Assets Under Management (AUM) refers to the total market value of the financial assets that a family office manages on behalf of its clients. It is a measure of the size and success of the family office, and it can include cash, equities, bonds, real estate, and other types of assets.

Different types of assets in AUM

The assets included in AUM can vary widely, depending on the family office’s investment strategy and the client’s preferences. They can include traditional assets like stocks and bonds, alternative investments like hedge funds and private equity, real estate, and even tangible assets like art and jewelry.