Global Assets Under Management
Global asset under management value is forecasted to grow $145.4 Trillion USD in 2025. 171% Growth from 2016 $84.9 Trillion USD by CAGR(Compounding Annual Growth Rate) of 6.2%.
全世界の運用資産は2016年の84.9兆ドル（8490兆円）から2025年の145.4兆ドル（１京4540兆円）まで9年間で1.71倍(CAGR 6.2%)に増加すると予測されています。
2016
US$84.9 trillion
2020
US$111.2 trillion
2025
US$145.4 trillion
Portfolio Composition of AUM
Out of AUM $145.4 trillion USD in 2025, “active investment” possess 60%( $87.7 trillion USD) of total asset under management , “passive investment” 25% ($36.6 trillion USD ), “alternatives” 15% ($21.1 trillion USD).
2025年のAUM145.4兆ドルのうち、アクティブ運用は世界の運用資産の約60%（$87.7trillion）を占め、パッシブ運用が25%($36.6trillion)、オルタナティブ運用は世界の運用資産の約15%（$21.1trillion）を占めると予想されます。
Active
$87.7Tn
Passive
$36.6Tn
Alternatives
$21.1Tn
Definition of Asset Class / Global Strategy
1
Active Investment
Traditional bonds or stocks that aim to beat benchmark (usually S&P500 or NASDAQ Index)
アクティブ運用：ベンチマークを上回ることを目的とした伝統的な株式や債券
2
Passive Investment
Investment strategy that follows index with low-cost operation. Such like S&P500 Index
パッシブ運用：ベンチマークに連動する運用成果を目指すインデックス投資
3
Alternatives
Assets that has little link with bond/stock price index. To mitigate risk in portfolio. e.g. Private Equity, Venture Capital
オルタナティブ：株式や債券と相関性の低いベンチャーキャピタル、プライベートエクイティなど
Selected benchmarks
IRR(Internal Return Ratio) or CAGR(Compounding Annual Growth Rate) selected benchmarks.
e.g. S&P500 20-year benchmark 7.47% / NASDAQ 10-year benchmark 10.84%/US Venture Capital 14.14%
※1 basis point <bp> =1 permyriad<‱> = 0.01%
S&P500 20-year
NASDAQ 10-year
US-VC 10-year
Outperforming US/EU assets
Here is overwhelming assets realizing mid/long-term value enhancement with compound interest upper S&P500 index. Only selected market cap upper $200 Billion USD
1
Tesla(NASDAQ:TSLA)
10-year CAGR/IRR 64.75%
2
Netflix(NASDAQ:NFLX)
10-year CAGR/IRR 50.33%
15-year CAGR/IRR 40.75%
3
NVIDIA (NASDAQ:NVDA)
10-year CAGR/IRR 52.48%
15year CAGR/IRR 28.70%
4
Paypal(NASDAQ:PYPL)
5-year CAGR/IRR 41.84%
5
Amazon(NASDAQ:AMZN)
15-year CAGR/IRR 36.51%
6
Apple(NASDAQ:AAPL)
15-year CAGR/IRR 30.99%
7
Adobe (NASDAQ:ADBE)
10-year CAGR/IRR 36.89%
15-year CAGR/IRR 20.46%
8
Microsoft (NASDAQ:MSFT)
10-year CAGR/IRR 28.11%
15year CAGR/IRR 18.29%
9
Home Depot(NYSE:HD)
10-year CAGR/IRR 27.14%
15-year CAGR/IRR 17.27%
10
VISA Class A(NYSE:V)
10-year CAGR/IRR 26.36%
11
Salesforce.com (NASDAQ:CRM)
10-year CAGR/IRR 25.32%
15year CAGR/IRR 25.16%
12
Facebook(NASDAQ FB)
5-year CAGR/IRR 23.09%
13
LVMH (OTCMKTS: LVMUY)
10-year CAGR/IRR 19.05%
14
Alphabet(NASDAQ:GOOGLE)
15-year CAGR/IRR 15.10%
15
JPMorgan Chase & Co(NYSE:JPM)
10-year CAGR/IRR 18.97%
15-year CAGR/IRR 9.97%
16
ORACLE (NYSE:ORCL)
15-year CAGR/IRR 12.10%
17
BerkshireHathaway(NYSE BRK.A)
15-year CAGR/IRR 10.25%
55-year CAGR/IRR 20.0%