aum-growth-attribution

By attributing AUM growth to market performance, net new assets, client acquisition, attrition, and fee impact, you can determine if growth stems from market tailwinds or genuine organic client acquisition and retention.

AUM growth attribution requires detailed financial data including AUM snapshots, cash flows, new and closed accounts, market returns, fee schedules, and advisor assignments to accurately map growth drivers and evaluate practice health.

Yes, AUM growth attribution evaluates advisor productivity by isolating net new assets and client acquisition from market performance and fee impact, providing a clear metric for organic growth generated by individual advisors.

AUM growth attribution analyzes wealth management practice growth by decomposing AUM changes into constituent drivers like market performance, attrition, and net new assets, moving beyond simple top-line figures to inform strategic business development decisions.

Attrition analysis identifies closed accounts and lost assets, serving as a negative driver in AUM growth attribution. Factoring attrition alongside market performance and client acquisition helps forecast AUM trajectory and benchmark organic growth rates accurately.