What is Asset Management?

Many have been asking. Few understand. Hopefully this post clarifies.

Let's start with the apophatic definition.

Asset management is not real estate.

Asset management is not operations.

Asset management is not wealth management.

So what is Asset Management?

Asset management is active investing. Stock/Bond picking. Think Peter Lynch and Bill Gross. Traditionally, this is working for a large asset manager like Fidelity or T Rowe Price. The job is similar to hedge funds but the company structure is different. Asset managers manage mutual funds and similar products for clients. Hedge funds usually run a few strategies at most and sometimes less products. Asset management firms may have 50 strategies and products.

The industry is uber competitive. The large players in equities are T Rowe Price, Fidelity, and Capital Group. They all take less than 5 interns a year at the undergrad level. They used to only hire from m7 MBA programs. Pod boys want these jobs. You work 50-60 hours a week with similar pay and less stress. Job stability is great. Turnover is low.

Thanks for coming to my ted talk.

28 Comments
 

Based on the WSO Dataset, Asset Management is a sector within the finance industry focused on active investing, which involves stock and bond picking. This field is distinct from real estate, operations, and wealth management, emphasizing its unique role in the financial landscape. Professionals in asset management, akin to figures like Peter Lynch and Bill Gross, typically work for large asset managers such as Fidelity or T Rowe Price, managing mutual funds and similar products for clients. While there are similarities between asset management and hedge funds in terms of investment activities, their company structures and the breadth of strategies and products they manage differ significantly. Asset management firms may offer a wide array of strategies and products, potentially numbering up to 50, in contrast to hedge funds, which usually focus on a few strategies and sometimes even fewer products.

The asset management industry is highly competitive, with major players in equities including T Rowe Price, Fidelity, and Capital Group. These firms are known for their selective internship programs, often taking fewer than five interns a year at the undergraduate level and traditionally hiring primarily from top MBA programs. Positions in asset management are coveted for their work-life balance, offering 50-60 hour work weeks with competitive pay, lower stress levels compared to some other finance roles, job stability, and low turnover rates.

Sources: Is asset management underrated?, Why Work in Asset Management?, Asset Management vs Investment Banking 101, AM vs HF: The Business of Our Business, Difference between Asset Management vs Investment Management?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
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You are a student (unserious) from canada (deeply unserious) who is a prospective monkey (high finance spectator.) BTW what you said is wrong and I will not waste energy trying to refute it. Thx

 

I do not know much about AM and have interned at a FoF - Investing arm of a wealth manager previously, and was curious to hear if in AM if firms peform any shorting plays - like a small asset allocation of like 1-2%? 

I get why HFs do it -  to reduce Beta exposure and some HFs strategies aim's are to not "beat the market" but provide returns irrespective of the market, but AM I would presume by nature are trying to outperform the market so would shorting sometimes be a good thing? 

Thanks - please feel free to correct me where I am wrong. 

 

Shorting is considered an “alternative” investment. Traditional AM is just buying stock. Some shops have alternative products where shorting is used.

 

It’s just investing on behalf of your clients using your clients’ money and getting a fee for the client service you provide and in some case a cut from the excessive investment return. That’s it.

Of course there’re different asset class ( FICC, equity, alternatives), strategy ( quant, fundamental ), style ( passive, active ), market ( public, private ), frequency ( HFT, low frequency ), different types of clients ( institutional, retail, rich individual ) so it includes a vast amount of things. Both PE and hedge fund are a sub-genre of asset management. PWM is also a sub-genre of asset management.

 
FlyingBoat

It’s just investing on behalf of your clients using your clients’ money and getting a fee for the client service you provide and in some case a cut from the excessive investment return. That’s it.

Of course there’re different asset class ( FICC, equity, alternatives), strategy ( quant, fundamental ), style ( passive, active ), market ( public, private ), frequency ( HFT, low frequency ), different types of clients ( institutional, retail, rich individual ) so it includes a vast amount of things. Both PE and hedge fund are a sub-genre of asset management. PWM is also a sub-genre of asset management.

Cut of the excess return?  Sir, we charge BPS on AUM regardless of investment performance.  Performance gets clients in the door.  After that we keep charging until they check out.

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 

Imagine getting paid to provide a service. That’s so wild. So corrupt. Wow. I’m in shock. I’m going to throw up.

 

You’re talking about mutual fund which is a sub-field of Asset management. Remember that hedge funds and PE are also sub-fields of Asset management, it’s just people rarely refer to them as asset management

 

Hedge funds are asset managers with less products, less customers, and way more risk. The goal of asset managers is to deliver stable and safe returns for clients through active investing. There are higher risk products within asset management as well (private equity, hedge fund, real estate, alternatives) but it is generally less risk than hedge fund firms. From my experience asset managers basically cover every asset class, and basically creates portfolios for their clients, but in many cases the customers will make decisions on their own about buying or selling positions, with portfolio specialists advising them. Main income generation are fees for AUM, and performance fees. Career wise, it tends to be an industry where former investment bankers or hedge fund analysts go to work less hours without sacrificing too much comp. It’s also a rapidly growing industry for a lot of banks.

 
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As others have stated, Asset Mgmt includes all kinds of things. Mutual Funds, Hedge Funds, Private Markets (equity and credit), RE. The larger shops will do some of all of these. As an example, PIMCO (premier Fixed Income Asset Mgr) manages client money via mutual funds, ETFs, Hedge Funds, Private Equity / Credit funds, CRE, SMAs, etc.

PWMs are a subset of AM but generally are not "active" like fund managers. They can build portfolios of individual stocks / bonds but typically at least blend that in with using funds to support major asset classes. So an RIA within PWM might like his/her own portfolio of large cap stocks but will typically evaluate mgrs to fill in the rest of the portfolio (because they don't have the resources / knowledge across the whole spectrum). They are dealing with end user investors. The classic AM firms are dealing with the RIAs and the FAs (and directly with the pension funds, corporate treasury departments, endowments, foundations, etc.

The AM shops (fund families, hedge funds, etc. are extremely competitive). I'm familiar with PIMCO as I use a lot of their funds in my practice and know many who work there. This year's intern class had 85k applicants to fill 150 spots worldwide. Only a handful of those spots are in PM or Research. The rest are in Sales / Client Mgmt, Tech, Business Process. 

Way more competitive than IB to land a spot. If you get a return offer, you typically take it and stay for awhile. Not a stepping stone to other routes like banking.

 

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