2024-06-10-品牌价值-品牌价值年资产管理和主权财富基金50强（英）_35页_18mb

Summary of Brand Finance's 2024 Asset Management & Sovereign Wealth Fund 50 Report

Report Overview
This annual report by Brand Finance ranks and analyzes the top 50 most valuable and strongest brands in asset management and sovereign wealth funds (SWFs), emphasizing the role of branding in driving business value and market influence. The study is based on extensive market research involving over 4,400 respondents across 11 markets, incorporating financial data, brand strength index (BSI) scores, and audience perceptions.

Key Findings

• Top Asset Management Brands:

  • BlackRock is the most valuable with a brand value of USD 7.0 billion, scoring high in purpose and sustainability metrics.
  • JP Morgan Asset Management is the strongest, with a BSI of 87.4 and AAA rating, driven by strong performance and commercial track record.
  • Leading non-US brands include JP Morgan (ranked second overall in brand strength), BNP Paribas, HSBC, and UBS, which maintains strength despite past acquisitions.
  • Alternative managers like Blackstone and KKR are rising, with higher brand value to assets under management (AuM) ratios.

• Top Sovereign Wealth Fund Brands:

  • Public Investment Fund (PIF) is the most valuable and second-strongest SWF brand, with a focus on diversification and strategic investments like Vision 2030.
  • Abu Dhabi Investment Authority leads SWFs in brand strength due to its long-standing global presence and diversified portfolio.

• Trends and Insights:

  • American brands dominate in brand value, while Gulf-based SWFs excel in brand strength through professionalism and ESG initiatives.
  • The lines between traditional asset managers and SWFs are blurring, with SWFs adopting behaviors of venture capital and hedge funds, and asset managers expanding into private credit.
  • ESG factors and sustainability are increasingly influential in brand perception, contributing to higher brand value in active managers.

Methodology
Brand value is calculated using the Royalty Relief method, which assesses the royalty rate derived from market perceptions and applies a Brand Strength Index (BSI). The BSI evaluates inputs, equity, output, performance, purpose, and professionalism to rank brands on a scale of 0 to 100, with AAA ratings for the strongest brands. Research includes global surveys of institutional investors, asset managers, and the informed public.

Implications and Conclusions

• Strong brands enhance business performance by improving customer loyalty, attracting talent, and enabling premium pricing.
• Brand valuation supports strategic decisions in marketing, M&A, and finance, serving as a benchmark for performance.
• Future trends suggest continued growth for active SWFs and asset managers, with ESG and innovation as key drivers of brand strength.