The company said its preliminary month-end assets under management as of February 29, 2024 were $1,630.9 billion, up 3.0% from the previous month-end. It said the figures are preliminary and subject to adjustment.

8-KRegulation FD DisclosureFiled Mar 12, 2024Period of report Mar 11, 2024Summary published (UTC) Oct 28, 2026

Key points

AI summary

The company said its preliminary month-end assets under management as of February 29, 2024 were $1,630.9 billion, up 3.0% from the previous month-end. It said the figures are preliminary and subject to adjustment.
The company said net long-term inflows for the month ended February were $1.8 billion, with non-management fee earning net inflows of $1.9 billion and money market net inflows of $3.5 billion.
The company said AUM rose by $42 billion in February due to favorable market returns, while foreign exchange reduced AUM by $2.6 billion.
The company said total AUM as of February 29, 2024 was $1,630.9 billion, of which Equity was $871.9 billion, active AUM was $986.7 billion and passive AUM was $644.2 billion. The tables are in billions and the figures are preliminary.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Total AUM at February 2024 end was $1,630.9 billion

The company said its preliminary month-end assets under management as of February 29, 2024 were $1,630.9 billion, up 3.0% from the previous month-end. It said the figures are preliminary and subject to adjustment.

Source · Based on the filing body and exhibits

Net long-term inflows for February were $1.8 billion

The company said net long-term inflows for the month ended February were $1.8 billion, with non-management fee earning net inflows of $1.9 billion and money market net inflows of $3.5 billion.

Source · Based on the filing body and exhibits

Market returns +$42 billion, FX -$2.6 billion

The company said AUM rose by $42 billion in February due to favorable market returns, while foreign exchange reduced AUM by $2.6 billion.

Source · Based on the filing body and exhibits

Equity AUM and active and passive mix at February end

The company said total AUM as of February 29, 2024 was $1,630.9 billion, of which Equity was $871.9 billion, active AUM was $986.7 billion and passive AUM was $644.2 billion. The tables are in billions and the figures are preliminary.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

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