Global AUM

Decrypt the history. Encrypt the future.

Global Assets Under Management

Global asset under management value is forecasted to grow $145.4 Trillion USD in 2025. 171% Growth from 2016 $84.9 Trillion USD by CAGR(Compounding Annual Growth Rate) of 6.2%.   

全世界の運用資産は2016年の84.9兆ドル(8490兆円)から2025年の145.4兆ドル(1京4540兆円)まで9年間で1.71倍(CAGR 6.2%)に増加すると予測されています。


2016

US$84.9 trillion


2020

US$111.2 trillion


2025

US$145.4 trillion

Portfolio Composition of AUM

Out of AUM $145.4 trillion USD in 2025, “active investment” possess 60%( $87.7 trillion USD) of total asset under management , “passive investment”  25% ($36.6 trillion USD ), “alternatives” 15% ($21.1 trillion USD).

2025年のAUM145.4兆ドルのうち、アクティブ運用は世界の運用資産の約60%($87.7trillion)を占め、パッシブ運用が25%($36.6trillion)、オルタナティブ運用は世界の運用資産の約15%($21.1trillion)を占めると予想されます。

Active
$87.7Tn

Passive
$36.6Tn

Alternatives
$21.1Tn

Definition of Asset Class / Global Strategy

1

Active Investment

Traditional bonds or stocks that aim to beat benchmark (usually S&P500 or NASDAQ Index)

アクティブ運用:ベンチマークを上回ることを目的とした伝統的な株式や債券

2

Passive Investment

Investment strategy that follows index with low-cost operation. Such like S&P500 Index 

パッシブ運用:ベンチマークに連動する運用成果を目指すインデックス投資

3

Alternatives

Assets that has little link with bond/stock price index. To mitigate risk in portfolio. e.g. Private Equity, Venture Capital

オルタナティブ:株式や債券と相関性の低いベンチャーキャピタル、プライベートエクイティなど

Selected benchmarks

IRR(Internal Return Ratio) or CAGR(Compounding Annual Growth Rate) selected benchmarks.
e.g. S&P500 20-year benchmark 7.47% / NASDAQ 10-year benchmark 10.84%/US Venture Capital 14.14%
※1 basis point <bp> =1 permyriad<‱> = 0.01%

S&P500 20-year

NASDAQ 10-year

US-VC 10-year

Outperforming US/EU assets

Here is overwhelming assets realizing mid/long-term value enhancement with compound interest upper S&P500 index. Only selected market cap upper $200 Billion USD

1

Tesla(NASDAQ:TSLA)

10-year CAGR/IRR 64.75%

2

Netflix(NASDAQ:NFLX)

10-year CAGR/IRR 50.33%
15-year CAGR/IRR 40.75%

3

NVIDIA (NASDAQ:NVDA)

10-year CAGR/IRR 52.48%
15year CAGR/IRR 28.70%

4

Paypal(NASDAQ:PYPL)

5-year CAGR/IRR 41.84%

5

Amazon(NASDAQ:AMZN)

15-year CAGR/IRR 36.51%

6

Apple(NASDAQ:AAPL)

15-year CAGR/IRR 30.99%

7

Adobe (NASDAQ:ADBE)

10-year CAGR/IRR 36.89%
15-year CAGR/IRR 20.46%

8

Microsoft (NASDAQ:MSFT)

10-year CAGR/IRR 28.11%
15year CAGR/IRR 18.29%

9

Home Depot(NYSE:HD)

10-year CAGR/IRR 27.14%
15-year CAGR/IRR 17.27%

10

VISA Class A(NYSE:V)

10-year CAGR/IRR 26.36%

11

Salesforce.com (NASDAQ:CRM)

10-year CAGR/IRR 25.32%
15year CAGR/IRR 25.16%

12

Facebook(NASDAQ FB)

5-year CAGR/IRR 23.09%

13

LVMH (OTCMKTS: LVMUY)

10-year CAGR/IRR 19.05%

14

Alphabet(NASDAQ:GOOGLE)

15-year CAGR/IRR 15.10%

15

JPMorgan Chase & Co(NYSE:JPM)

10-year CAGR/IRR 18.97%
15-year CAGR/IRR 9.97%

16

ORACLE (NYSE:ORCL)

15-year CAGR/IRR 12.10%

17

BerkshireHathaway(NYSE BRK.A)

15-year CAGR/IRR 10.25%
55-year CAGR/IRR 20.0%