Americas Brokers And Asset Managers Monthly Metrics

Charles Schwab's May metrics demonstrate strong client engagement and robust asset growth, exceeding analyst expectations for cash balances and transactional activity. These results suggest positive momentum for asset management firms like AMG.

Key Takeaways

• 1.Charles Schwab (SCHW) reported strong May metrics, including record client engagement (DATs) and robust net new assets of $49.9bn.
• 2.Margin balances associated with client long/short strategies increased to $37.4bn in May, serving as a positive indicator for AMG's liquid alts flows.

Table of Contents

• Americas Brokers & Asset Managers: Solid May monthly metrics include robust engagement, cash, and NNA
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Regulatory disclosures