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  2. Assets under management - Wikipedia

    en.wikipedia.org/wiki/Assets_under_management

    Assets under management is a popular metric used within the traditional investment industry as well as for {decentralized finance} , [3] such as cryptocurrency, to measure the size and success of an investment management entity. [4] AUM represents the market value of all of the securities that a financial entity owns and manages, or simply ...

  3. Global assets under management - Wikipedia

    en.wikipedia.org/wiki/Global_assets_under_management

    In finance, global assets under management consists of assets held by institutional investors and individual investors around the world. For example, these institutional investors include asset management firms , pension funds , endowments , foundations , sovereign wealth funds , hedge funds , and private equity funds .

  4. List of US mutual funds by assets under management

    en.wikipedia.org/wiki/List_of_US_Mutual_Funds_By...

    Rank Fund Name Assets (millions of USD) ; 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70

  5. DuPont analysis - Wikipedia

    en.wikipedia.org/wiki/DuPont_analysis

    The return on assets (ROA) ratio developed by DuPont for its own use is now used by many firms to evaluate how effectively assets are used. It measures the combined effects of profit margins and asset turnover.

  6. Asset and liability management - Wikipedia

    en.wikipedia.org/wiki/Asset_and_liability_management

    Asset-Liability Management by riskglossary.com; Asset - Liability Management System in banks - Guidelines Reserve Bank of India; Asset-liability Management: Issues and trends, R. Vaidyanathan, ASCI Journal of Management 29(1). 39-48; Price Waterhouse Coopers Status of balance sheet management practices among international banks 2009

  7. Valuation using discounted cash flows - Wikipedia

    en.wikipedia.org/wiki/Valuation_using_discounted...

    For an M&A valuation [6] the free cash flow is the amount of cash available to be paid out to all investors in the company after the necessary investments under the business plan being valued. Synergies or strategic opportunities will often be dealt with either by probability weighting / haircutting these, or by separating these into their own ...

  8. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Asset allocation is the value added by under-weighting cash [(10% − 30%) × (1% benchmark return for cash)], and over-weighting equities [(90% − 70%) × (3% benchmark return for equities)]. The total value added by asset allocation was 0.40%. Stock selection is the value added by decisions within each sector of the portfolio.

  9. Asset pricing - Wikipedia

    en.wikipedia.org/wiki/Asset_pricing

    See § Risk and portfolio management: the P world under Mathematical finance. General equilibrium pricing is then used when evaluating diverse portfolios, creating one asset price for many assets. General equilibrium pricing is then used when evaluating diverse portfolios, creating one asset price for many assets.