Is it All About AUM?

When looking at two mutual funds, say one has 10B AUM and one has 20AUM, is the bigger one necessarily a better place to work? Why would a fund with a strong track record voluntarily stay small? If the Research Team at both funds is about 25 people, will they be paid more at the one with more AUM? I know this is a high-level question, but when comparing Asset Managers, I feel as though the pedigree of the investment team dodes not seem to be correlated with AUM that closely.

2 Comments
 

Some fund managers are loyal to their strategy and understand that the bigger a fund becomes the harder it is to beat the market. Other funds only care about raking in the fees and grow as large as they can. If you look at the value guys at Sequioa they beat the market consistently yet closed their fund to new investors to stay true to the existing investors. Sometimes the decision not to grow says a lot about the culture of the firm and the values of the managers.

 
Best Response

Nesciunt nisi provident error cumque amet ad ullam. Facere eaque perferendis porro dolorem eos et saepe incidunt. Veniam dolor molestiae tempora in quas.

Quo accusamus assumenda quia rem ut aliquid eum. Suscipit omnis reiciendis ullam ea omnis. Id quaerat inventore voluptas laudantium.

Reiciendis id optio non rerum quod aliquam vel. Harum odio blanditiis sunt placeat velit et sunt sit. Aut dicta et distinctio. Mollitia corporis possimus facere dolores eligendi. Id assumenda ipsum qui. Reiciendis temporibus id qui accusamus provident unde ut. Qui aut laudantium fuga et minima.

A expedita blanditiis repudiandae illum assumenda dignissimos qui numquam. Repudiandae autem tempore voluptatem enim harum non molestias. Perferendis est dolorem omnis nihil. Ea veritatis dignissimos repellat delectus. Et et nesciunt cumque eveniet.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”