品牌价值-2024年资产管理和主权财富基金50强（英）-2024-35页_18mb

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

Core Findings:

1. Global Leadership: BlackRock stands as the world's most valuable asset management brand (USD 7.0 billion brand value), followed by JP Morgan Asset Management with the highest brand strength index (BSI 87.4).
2. Gulf Influence: The Gulf region's sovereign wealth funds (SWFs) demonstrate leading brand strength within their sector. Public Investment Fund (PIF) of Saudi Arabia is declared the world's most valuable (USD 1.1 billion) and second-strongest SWF brand, showcasing visionary growth plans.
3. US Dominance: Despite competitors, US-based asset managers lead globally in both brand value and brand strength rankings.

Key Rankings:

• Most Valuable Brands (Top 5): BlackRock, Vanguard, Fidelity, State Street, Franklin Templeton (primarily US firms).
• Strongest Brands (Top 5 by BSI): JP Morgan, Goldman Sachs, Bank of America, Morgan Stanley, HSBC.
• Strongest Non-US Asset Managers: HSBC, Deutsche Bank, AXA IM.
• Strongest Non-US SWFs: PIF ranks 15th overall in value but second-strongest in strength; Abu Dhabi Investment Authority (AIA) ranks first among SWF brands in terms of brand strength.

Methodology:

Brand Finance uses a methodology centered on the "Royalty Relief" principle. It assesses the minimum royalty rate a licensing fee for a brand would effectively be, factoring in the brand's Brand Strength Index (BSI) (scored out of 100, AAA+) and brand impact across various market segments (institutional investors, the public). This quantitative approach ensures analytical rigor and transparency, allowing for direct comparisons.

Strategic Insight:

The report highlights a tendency for actively managed asset managers, often SWFs like PIF, to possess a higher brand value-to-Assets Under Management (AuM) ratio. PIF's bold investments in high-profile acquisitions in sports (LIV Golf) and real estate (Qiddiya, "The Line") fuel its brand building. The study underscores the critical importance of brand awareness, performance, and purpose (especially for socially conscious initiatives like ESG) in driving overall brand strength and strategic value for firms operating in the资产管理 and Sovereign Wealth Fund space.