思略特2024资产管理成本控制与规模增长研究报告-德国与瑞士资管公司年度基准分析英文版15页

Cost and growth in Asset ManagementNovember 2024Benchmarking analysis and implications for German and Swiss Asset ManagersStrategy&November 2024VanguardFidelityState StreetJ.P. MorganAllianz GroupAmundiBNY MellonUBSInvescoT. Rowe PriceNorthern TrustFranklin TempletonNatixisDWS Group GmbHSchrodersBrookfieldAxaAllianceBernsteinHSBCBNP ParibasUnion InvestmentDekaBankNordeaLGTEurizonAegon GroupSwiss LifeRobecoManEFGPartnersGroupVontobel HoldingJupiterAzimut GroupProvinzialBellevue9,267 (83%)5,652 (66%)4,537 (121%)3,822 (80%)3,169 (88%)2,224 (13%)2,037 (43%)1,828 (25%)1,527 (131%)1,468 (95%)1,338 (64%)1,328 (47%)1,272 (109%)1,167 (45%)896 (35%)863 (86%)848 (186%)844 (16%)671 (53%)BlackRock526 (-1%)455 (41%)381 (39%)378 (35%)326 (91%)311 (-6%)305 (-3%)264 (31%)633 (68%)155 (69%)147 (30%)133 (112%)106 (19%)60 (24%)58 (14%)45 (82%)7 (-8%)181 (38%)Asset Managers have grown ~9% annually between 2018 and 2023 – US players continue to outperform European peersGrowth of selected Asset Managers1) (2