Compare equities side by side
Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Today's biggest gainers and losers
Visual sector performance
Liontrust Asset Management PLC is a UK-based asset management firm specializing in a range of investment strategies, including equity, fixed income, and multi-asset solutions. The firm differentiates itself through its focus on sustainable investing and a robust research-driven approach, managing assets predominantly for institutional clients and high-net-worth individuals across Europe and Asia.
Liontrust generates revenue primarily through management fees charged on assets under management (AUM), which are influenced by market performance and client inflows. The firm has a competitive advantage through its emphasis on sustainable investment strategies, which have gained traction among institutional investors seeking ESG-compliant options.
Changes in AUM driven by market performance and client inflows, particularly in sustainable investment products
Regulatory changes affecting asset management fees and compliance requirements
Performance relative to benchmark indices, impacting performance fee generation
Market sentiment towards ESG investments, which can drive demand for Liontrust's offerings
Regulatory changes that could impose stricter compliance requirements on asset managers
Technological disruption from fintech firms offering low-cost investment solutions
Increased competition from both traditional asset managers and new entrants in the ESG space
Market share loss to larger firms with more diversified offerings
Low debt levels mitigate financial risk, but reliance on performance fees can lead to volatility in earnings
Liquidity risks associated with potential large-scale client withdrawals
moderate - the asset management sector is sensitive to economic cycles as client investment behavior shifts with economic conditions, impacting AUM.
Rising interest rates can increase financing costs for clients, potentially leading to reduced investment in riskier assets, which may negatively impact AUM and management fees.
minimal - Liontrust's business model is not heavily reliant on credit markets, though broader economic credit conditions can influence client investment behavior.
growth - investors interested in sustainable investment trends and potential for AUM growth.
moderate - historical volatility is influenced by market conditions and performance fee variability.