An Overview of Artisan Partners Asset Management Inc. (APAM)

General Summary of Artisan Partners Asset Management Inc.

Founded in 2001, Artisan Partners Asset Management Inc. (APAM) is a prominent investment management firm headquartered in Milwaukee, Wisconsin. The company specializes in active investment management for institutional and retail clients through a range of strategies, including equity, fixed income, and multi-asset solutions. Artisan operates through multiple investment teams, each with distinct investment strategies and philosophies.

As of 2024, Artisan Partners offers a comprehensive suite of products, including:

• Equity Strategies
• Fixed Income Strategies
• Alternative Investments
• Multi-Asset Strategies

According to the latest reports, Artisan Partners achieved a total sales figure of approximately $1.5 billion in 2024, reflecting its effective investment strategies and strong client demand.

Company's Financial Performance in the Latest Reporting Period

Artisan Partners reported a record-breaking revenue of $1.5 billion for the fiscal year ending December 31, 2023. This represented a year-over-year increase of 10% from the previous fiscal year.

Key financial highlights include:

• Net Income: $300 million
• Assets Under Management (AUM): $187 billion
• Operating Margin: 39%
• Revenue Growth from Equities: 15%
• Revenue Growth from Fixed Income: 5%

The company also saw significant growth in key markets:

Artisan Partners as a Leader in the Industry

Artisan Partners has established itself as a leader in the asset management industry by consistently delivering strong performance and innovative investment solutions. Their commitment to active management has positioned them as a preferred partner for both institutional and retail clients.

With a robust investment platform and an unwavering focus on client success, Artisan Partners continues to lead in several key areas:

• Investment Performance
• Client Retention Rates over 90%
• Innovative Product Offerings
• Industry Recognition, including multiple awards for investment performance

To understand why Artisan Partners is successful, readers are encouraged to explore the detailed insights and performance metrics discussed further in the following sections.

Mission Statement of Artisan Partners Asset Management Inc. (APAM)

Artisan Partners Asset Management Inc. Mission Statement

The mission statement of Artisan Partners Asset Management Inc. (APAM) is a vital component in delineating the company’s long-term aspirations and strategic direction. It articulates the foundational principles that guide the organization in its investment management practices.

Commitment to Delivering High-Quality Investment Solutions

Artisan Partners emphasizes its commitment to excellence in delivering high-quality investment solutions. This commitment is reflected in the performance of its investment strategies. According to the 2024 Artisan Partners Performance Report, 78% of Artisan's equity strategies outperformed their respective benchmarks over a five-year period.

The company manages approximately $159.3 billion in assets under management (AUM) as of Q2 2024, showcasing its capacity to handle substantial investments while maintaining rigorous quality standards. The performance metrics underline the effectiveness of its investment philosophy and core strategies.

Alignment of Interests with Clients

Artisan Partners prioritizes the alignment of its interests with those of its clients. The firm believes that the success of its clients is paramount. Evidence of this principle can be observed through the firm’s ownership structure; approximately 30% of the total ownership is held by employee-partners, ensuring that the firm's financial health is closely tied to client outcomes.

Additionally, Artisan Partners reports that over 85% of its portfolio managers have invested their own capital in the strategies they manage, reinforcing a shared commitment to performance and client satisfaction.

Focus on Sustainable Growth

Artisan Partners is dedicated to achieving sustainable growth, not only for its business but also for its clients and the communities in which it operates. The firm aims to incorporate environmental, social, and governance (ESG) factors in its investment processes, responding to a growing demand for responsible investing practices.

In 2023, Artisan launched its ESG Equity Strategy, which has attracted approximately $1.2 billion in AUM within six months. This underscores the increasing interest in sustainable investment options and Artisan's commitment to providing products that meet these needs.

Vision Statement of Artisan Partners Asset Management Inc. (APAM)

Vision Statement Overview

Artisan Partners Asset Management Inc. (APAM) articulates its vision statement as a commitment to delivering superior investment results through active management. The vision emphasizes their focus on long-term relationships with clients, the pursuit of innovative investment strategies, and a dedication to integrity and professionalism.

Long-term Client Relationships

In 2023, Artisan Partners reported total assets under management (AUM) of approximately $187.4 billion. This significant figure reflects their strong focus on building and maintaining long-term relationships with clients.

• Client retention rate: 95%
• Growth in client base: 12% year-over-year

Innovative Investment Strategies

Artisan Partners is dedicated to developing innovative investment strategies tailored to the evolving marketplace. In 2023, they launched three new funds:

• Artisan Global Equity Fund
• Artisan Focused Equity Fund
• Artisan U.S. Small Cap Fund

These funds aim to diversify portfolios and adapt to market changes effectively.

Commitment to Integrity and Professionalism

In 2022, Artisan Partners emphasized their commitment to ethical practices, illustrated by:

• A compliance score of 98% during regulatory audits
• Employee training hours on integrity and ethics: 20,000 hours annually

This dedication reinforces their reputation in the asset management industry.

Financial Performance Metrics

To further illustrate their financial health and commitment to shareholders, the following metrics are noteworthy:

These figures reflect Artisan Partners' robust financial performance and effective management strategies.

Conclusion of Vision Statement Components

Artisan Partners’ vision statement embodies their strategic objectives and core values, emphasizing long-term client relationships, innovative investment strategies, and a steadfast commitment to integrity and professionalism. These elements collectively strengthen their position in the asset management landscape as of 2024.

Core Values of Artisan Partners Asset Management Inc. (APAM)

Integrity

Integrity stands as a cornerstone of Artisan Partners Asset Management Inc. (APAM), reflecting the commitment to operate with honesty and transparency in all dealings. This value fosters trust with clients, partners, and employees.

• In 2023, APAM reported a net income of $151.9 million, showcasing transparent financial practices.
• The company has maintained a Client Satisfaction Rate of over 95%, reflecting the trust earned through integrity.
• APAM's adherence to strict regulatory compliance, as evidenced by zero significant violations, underscores its commitment to ethical standards.

Teamwork

Teamwork emphasizes collaboration and mutual support, enabling APAM to leverage diverse expertise for superior client outcomes.

• APAM employs over 300 professionals across various teams, all working collaboratively to manage assets effectively.
• The firm initiated a Cross-Departmental Collaboration Program in 2023, resulting in a 20% increase in project efficiency.
• Around 85% of employees participated in team-building exercises aimed at enhancing cooperation and communication.

Excellence

Excellence drives APAM to pursue exceptional performance in investment management and client service, setting industry benchmarks.

• In 2023, APAM achieved a 10-Year Annualized Return of 12.5% for its flagship strategies, outperforming benchmarks.
• The company has received numerous industry awards, including the Morningstar Awards for Outstanding Investor Experience.
• APAM invests over $5 million annually in employee development programs to ensure a high standard of expertise.

Accountability

Accountability ensures that APAM takes responsibility for its actions, fostering a culture of ownership and trust.

• APAM publishes an annual Accountability Report, detailing performance metrics and strategic outcomes.
• The firm has established a Risk Management Framework that mitigates operational risks, evidenced by a 20% reduction in compliance breaches since 2022.
• In 2023, APAM set a target to reduce carbon footprint by 30% by 2025, demonstrating accountability towards sustainability.

Innovation

Innovation is key to APAM's strategy, driving the development of cutting-edge investment solutions and operational efficiencies.

• In 2023, APAM launched three new investment funds that incorporate advanced ESG criteria, aligning with investor demand for sustainable options.
• The firm allocated $2 million for technological advancements in AI and data analytics to enhance investment decision-making.
• APAM's investment in fintech partnerships has improved client engagement, resulting in a 25% increase in digital platform usage.