The II 300

Methodology

Institutional Investor's Top 300 Asset Manager list identifies the largest asset managers domiciled in the United States. The total Assets Under Management (AUM) figures include only securities managed for a fee or fee equivalent (i.e. spread) for the benefit of a client. Assets include cash, equities, fixed income, derivatives, real estate, and alternative investments. AUM figures for companies headquartered in the United States include their global assets under management. For non-U.S. companies, only U.S.-derived assets (invested both domestically and internationally) were included.

All AUM figures are as of December 31, 2017, except for those marked by an asterisk whose AUM figures are as of September 30, 2017 and Citadel whose AUM figure is as of January 1, 2018.

Institutional Investor's Top 300 Asset Manager is powered by eVestment and supplemented by information provided by the asset managers to Institutional Investor.