Comply Launches Financial Services' First Agentic Compliance Platform MCP Server, Enabling Teams to Build Custom AI Agents Without Developers Learn More

Compliance Glossary

Assets Under Management (AUM) 

Assets under management (AUM) is the total market value of investments that a financial institution or other entity manages for its clients. It is a key performance indicator for a financial institution and is used to evaluate its success and growth potential. AUM is calculated by adding up the market value of all the investments managed by a firm, fund, or individual. It can include bank deposits, mutual funds, and cash.