Artisan Partners Asset Management Inc. (APAM): Business Model Canvas

Key Partnerships

Artisan Partners Asset Management Inc. (APAM) has established key partnerships with various entities to support and enhance its business operations. These partnerships play a crucial role in ensuring the success and growth of the company. Some of the key partnerships include:

• Financial advisory firms: APAM collaborates with financial advisory firms to access a wider client base and provide investment solutions to their clients. By partnering with these firms, APAM can tap into their networks and leverage their expertise in financial planning and wealth management.
• Distribution partners: APAM works closely with distribution partners such as broker-dealers and wealth management platforms to reach a broader audience and expand its market reach. These partners help APAM distribute its investment products and services to a larger group of investors.
• Investment technology providers: APAM partners with investment technology providers to leverage their innovative tools and software solutions. These technology partners help APAM streamline its investment processes, enhance efficiency, and improve decision-making capabilities.
• Compliance and regulatory advisors: APAM collaborates with compliance and regulatory advisors to ensure that its operations comply with industry regulations and best practices. These advisors help APAM navigate the complex regulatory environment and mitigate risks associated with non-compliance.

Key Activities

Artisan Partners Asset Management Inc. (APAM) engages in several key activities to effectively manage its clients' investments and deliver strong returns. These activities include:

• Portfolio management: APAM's highly skilled team of portfolio managers carefully construct and manage portfolios to meet the investment objectives of their clients. They continuously monitor market conditions, economic trends, and company performance to make informed investment decisions.
• Investment research: APAM's research team conducts thorough analysis of potential investment opportunities to identify undervalued securities with strong growth potential. This research forms the foundation of their investment decisions and helps them generate alpha for their clients.
• Asset allocation: APAM utilizes a disciplined approach to asset allocation, taking into consideration the risk tolerance and investment goals of their clients. They strategically allocate assets across various asset classes to optimize returns and minimize risk.
• Risk management and compliance: APAM places a strong emphasis on risk management and compliance to protect the interests of their clients. They employ sophisticated risk management tools to identify and mitigate potential risks in their portfolios. Additionally, they adhere to strict compliance standards to ensure they are in line with regulatory requirements.

By focusing on these key activities, APAM is able to provide value-added investment management services to their clients and help them achieve their financial goals.

Key Resources

Investment professionals: Artisan Partners Asset Management Inc. (APAM) boasts a team of experienced and highly skilled investment professionals who are responsible for conducting in-depth research and analysis of potential investment opportunities. These professionals bring a wealth of knowledge and expertise to the table, helping the company make informed and strategic investment decisions.

Client service teams: Alongside the investment professionals, APAM also has dedicated client service teams who are responsible for maintaining strong relationships with clients. These teams provide personalized service and support to clients, ensuring that their needs and goals are understood and met. This enhances client satisfaction and retention, ultimately contributing to the company's success.

Proprietary investment models: APAM uses proprietary investment models that have been developed and refined over the years. These models enable the company to identify attractive investment opportunities, optimize portfolio construction, and manage risk effectively. By leveraging these models, APAM is able to deliver strong performance for its clients.

Financial software and IT infrastructure: In today's digital age, having robust financial software and IT infrastructure is crucial for success in the asset management industry. APAM invests in state-of-the-art financial software and IT systems that enable the company to streamline operations, analyze data efficiently, and make timely decisions. This technological advantage gives APAM a competitive edge in the market.

Value Propositions

Expertise in active investment management: As a leading asset management firm, Artisan Partners Asset Management Inc. offers clients access to a team of experienced investment professionals who specialize in active management. Our experts conduct in-depth research and analysis to identify investment opportunities and manage risk effectively, providing clients with the potential for superior returns.

Diverse range of investment strategies: APAM offers a wide variety of investment strategies across different asset classes, geographies, and market sectors. Whether clients are looking for growth opportunities, income generation, or risk mitigation, we have strategies designed to meet their unique investment objectives.

Commitment to sustainable and responsible investing: At Artisan Partners, we believe in the importance of integrating environmental, social, and governance (ESG) factors into our investment decisions. We are committed to sustainable and responsible investing practices that promote long-term value creation and positive societal impact.

Personalized client service: We take a client-centered approach to asset management, aiming to build long-term relationships with our clients based on trust, transparency, and communication. Our dedicated client service team works closely with each client to understand their goals, preferences, and risk tolerance, tailoring investment solutions to suit their individual needs.

Customer Relationships

At Artisan Partners Asset Management Inc., we understand the importance of building strong and lasting relationships with our clients. We strive to provide top-notch customer service and support to ensure that our clients feel valued and well taken care of throughout their investment journey. Our customer relationships are built on the following key components:

• Dedicated support teams: Each client is assigned a dedicated support team that is knowledgeable and experienced in managing their specific investment needs. This team serves as a direct point of contact for any questions or concerns that may arise.
• Regular investment updates and communications: We keep our clients informed on the latest market trends, investment opportunities, and portfolio performance through regular updates and communications. This ensures that our clients are well-informed and empowered to make informed investment decisions.
• Personalized portfolio reviews: Our clients have the opportunity to receive personalized portfolio reviews from our team of investment experts. These reviews give clients valuable insights into their investment performance and help them understand how their portfolio aligns with their financial goals.
• Responsive customer service: We pride ourselves on providing responsive and timely customer service to address any client inquiries or issues. Our team is dedicated to providing prompt and efficient support to ensure that our clients have a positive experience with Artisan Partners Asset Management Inc.

Channels

Direct sales team: Artisan Partners Asset Management Inc. (APAM) utilizes a dedicated direct sales team to reach out to potential clients and provide them with information about the company's investment strategies and products. This team is composed of trained professionals who are well-versed in the company's offerings and can effectively communicate the value proposition to clients.

Company website: The company website serves as a valuable channel for clients to learn more about APAM's services, view performance data, and contact the company directly. The website is regularly updated with relevant information and resources to keep clients informed about the latest developments in the company's offerings.

Financial advisors and brokers: APAM works closely with financial advisors and brokers to reach a wider range of clients and provide them with customized investment solutions. By partnering with these professionals, APAM can tap into their network of clients and leverage their expertise in financial planning to tailor solutions to individual client needs.

Industry conferences and seminars: The company actively participates in industry conferences and seminars to showcase its expertise and attract potential clients. These events provide APAM with a platform to demonstrate thought leadership, network with industry peers, and educate attendees about the company's investment strategies and products.

• Direct sales team
• Company website
• Financial advisors and brokers
• Industry conferences and seminars

Customer Segments

Artisan Partners Asset Management Inc. (APAM) serves a variety of customer segments in the financial industry. These include:

• Institutional investors: APAM caters to institutional investors such as pension funds, foundations, and other large organizations looking to invest their funds strategically and prudently. These entities often have specific investment goals and risk tolerances that APAM helps them navigate.
• Individual investors with high net worth: APAM also provides services to individuals who have a high net worth and are seeking personalized investment solutions to grow and protect their wealth. These clients typically have unique financial goals and require tailored investment strategies.
• Financial advisors and wealth managers: APAM collaborates with financial advisors and wealth managers who are looking for investment opportunities for their clients. By partnering with these professionals, APAM can reach a broader base of investors seeking expert asset management services.
• Endowments and charitable organizations: APAM works with endowments and charitable organizations to help them manage their assets efficiently and effectively. These entities often have specific mandates and objectives that APAM assists them in achieving through strategic investment solutions.

Cost Structure

Artisan Partners Asset Management Inc. (APAM) incurs several costs in order to operate its business effectively and provide value to its clients. The main components of APAM's cost structure include:

• Employee salaries and benefits: APAM invests in hiring top talent in the industry to manage client portfolios, conduct research, and provide high-quality client service. This includes competitive salaries, bonuses, healthcare benefits, and retirement plans to attract and retain top talent in the industry.
• Research and technology development: APAM focuses on constantly improving its investment research capabilities and technology infrastructure to stay competitive in the market. This includes costs associated with hiring research analysts, purchasing market data and research tools, and investing in cutting-edge technology to enhance investment decision-making processes.
• Marketing and client acquisition costs: APAM invests in marketing and business development activities to attract new clients and retain existing ones. This includes costs associated with advertising, sponsorships, events, and other promotional activities to raise brand awareness and acquire new clients.
• Legal and regulatory compliance expenses: As a regulated financial institution, APAM incurs significant costs to ensure compliance with laws and regulations governing the asset management industry. This includes hiring compliance officers, legal advisors, and investing in training programs to ensure adherence to regulatory requirements and mitigate legal risks.

Revenue Streams

Artisan Partners Asset Management Inc. (APAM) generates revenue through a variety of streams, ensuring a diversified income stream that is sustainable in various market conditions. The key revenue streams for APAM include:

• Management fees based on assets under management (AUM): APAM earns a significant portion of its revenue through management fees charged on the assets under its management. These fees are typically calculated as a percentage of the total AUM and are collected on a regular basis, providing a stable source of income for the company.
• Performance fees: In addition to management fees, APAM also earns performance fees based on the investment performance of its funds. These fees are typically tied to achieving certain benchmarks or outperforming specific targets, incentivizing the company to deliver strong returns for its clients.
• Consultancy fees for bespoke investment advisory services: APAM offers bespoke investment advisory services to high-net-worth individuals, institutions, and other clients. These services come with consultancy fees that are charged based on the level of service provided and the complexity of the investment strategies involved.
• Fund distribution charges: APAM may also earn revenue through fund distribution charges, which are fees collected for distributing the company's investment products to clients through various channels such as financial advisors, broker-dealers, and other distribution partners.

By diversifying its revenue streams through a combination of management fees, performance fees, consultancy fees, and fund distribution charges, APAM is able to generate a stable and sustainable income that supports its operations and growth strategy.