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Victory Capital Holdings Inc's Business Segments
Victory Capital Holdings Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of FY
Reportable Segments
6
Largest Segment
Investment Management Fees
Total Revenue
$ 435
Regions Reported
-
Revenue Share by Reportable Segment - FY
- Investment Management Fees0%
- Fund Administration and Distribution Fees33.2%
- Performance Based Investment Fee17.7%
- Fund Distribution Fee11%
- Transfer Agent Fee5.7%
- Fund Administration Fee0.7%
Revenue by Reportable Segment - FY
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Investment Management Fees | $ 568 | - |
| Fund Administration and Distribution Fees | $ 145 | 33.2% |
| Performance Based Investment Fee | $ 77 | 17.7% |
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Revenue by Product & Service Category - FY
- Investment Management Fees81%
- Fund Administration and Distribution Fees18.3%
- Fund Administration Fee8.4%
- Performance Based Investment Fee5.4%
- Transfer Agent Fee3.2%
- Fund Distribution Fee0.3%
Revenue by Product & Service Category - FY
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Investment Management Fees | $ 316 | 81% |
| Fund Administration and Distribution Fees | $ 72 | 18.3% |
| Fund Administration Fee | $ 33 | 8.4% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
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Annual Results
Revenue Share by Reportable Segment - FY
- Investment Management Fees0%
- Fund Administration and Distribution Fees33.2%
- Performance Based Investment Fee17.7%
- Fund Distribution Fee11%
- Transfer Agent Fee5.7%
- Fund Administration Fee0.7%
Revenue by Reportable Segment - FY
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Investment Management Fees | $ 568 | - |
| Fund Administration and Distribution Fees | $ 145 | 33.2% |
| Performance Based Investment Fee | $ 77 | 17.7% |
3 more segments available
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Description of Victory Capital Holdings Inc
Victory Capital Holdings Inc is an asset management company that offers a variety of investment strategies for individual and institutional investors. The firm was founded in 2013 by David Brown and is headquartered in Cleveland, Ohio.
The company offers a broad range of investment products, covering areas such as equity, fixed income, multi-asset, and alternatives. Victory Capital provides services to a range of clients, including high-net-worth investors, family offices, endowments, foundations, and pension funds.
The company has a global presence, with offices in the US, Europe, and Asia. As of 2021, the company has approximately $150 billion in assets under management (AUM).
Victory Capital is known for its diverse offerings of actively managed investment strategies, including quantitative, rules-based strategies, and environmental, social, and governance (ESG) strategies. The firm partners with a range of institutions and investment professionals to develop these strategies.
The company also has a focus on technology and innovation, and has developed a proprietary platform for investment management. The platform leverages advanced analytics and data-driven insights to provide investment professionals with tools to make better investment decisions.
In addition to its investment management services, Victory Capital also provides strategic consulting and portfolio construction advice to its clients. The company's portfolio specialists work with clients to understand their investment goals and develop customized investment strategies tailored to their individual needs.
In recent years, Victory Capital has seen significant growth through acquisitions. In 2019, the company acquired USAA Asset Management Company, adding $69 billion in AUM to its portfolio. In 2021, the company acquired MPM Holdings, a global investment firm, adding $17 billion of AUM to its portfolio.
Overall, Victory Capital Holdings Inc is a well-respected asset management company with a strong reputation for its diverse investment offerings, dedication to innovation, and commitment to client service.
The company offers a broad range of investment products, covering areas such as equity, fixed income, multi-asset, and alternatives. Victory Capital provides services to a range of clients, including high-net-worth investors, family offices, endowments, foundations, and pension funds.
The company has a global presence, with offices in the US, Europe, and Asia. As of 2021, the company has approximately $150 billion in assets under management (AUM).
Victory Capital is known for its diverse offerings of actively managed investment strategies, including quantitative, rules-based strategies, and environmental, social, and governance (ESG) strategies. The firm partners with a range of institutions and investment professionals to develop these strategies.
The company also has a focus on technology and innovation, and has developed a proprietary platform for investment management. The platform leverages advanced analytics and data-driven insights to provide investment professionals with tools to make better investment decisions.
In addition to its investment management services, Victory Capital also provides strategic consulting and portfolio construction advice to its clients. The company's portfolio specialists work with clients to understand their investment goals and develop customized investment strategies tailored to their individual needs.
In recent years, Victory Capital has seen significant growth through acquisitions. In 2019, the company acquired USAA Asset Management Company, adding $69 billion in AUM to its portfolio. In 2021, the company acquired MPM Holdings, a global investment firm, adding $17 billion of AUM to its portfolio.
Overall, Victory Capital Holdings Inc is a well-respected asset management company with a strong reputation for its diverse investment offerings, dedication to innovation, and commitment to client service.
Victory Capital Holdings Inc. is a prominent global investment management firm that caters to a diverse clientele, including both individual and institutional investors. Its extensive suite of products and services is segmented into several key areas, designed to meet a variety of investment needs and objectives. Below is a detailed overview of the segments, products, and services offered by the company.
1. Investment Management Services
Victory Capital’s core offerings are aligned with customized investment management services that are delivered through its various subsidiaries, such as Victory Capital Management, Inc. and Victory Capital Advisers, Inc. The key components of this segment include:
- Separately Managed Accounts (SMAs): Designed for high-net-worth individuals and institutional clients, these accounts deliver tailored investment strategies. Experienced portfolio managers work closely with clients to align investment portfolios with specific financial goals, risk tolerance, and investment horizons.
- Mutual Funds: Victory Capital provides a broad spectrum of mutual funds that encompass various asset classes, including equity, fixed income, and alternative investments. Each fund is managed by specialized portfolio managers who bring experience in their respective sectors, aimed at delivering competitive returns.
- Exchange Traded Funds (ETFs): The firm offers a diverse range of actively managed ETFs that cater to different investment preferences. These ETFs are characterized by low-cost structures and are designed to provide investors with exposure to various asset classes, market sectors, and investment styles, thus catering to both strategic and tactical investment approaches.
- Institutional Strategies: For institutional investors, Victory Capital provides an array of comprehensive investment strategies that cover equity, fixed-income, and multi-asset class portfolios. These strategies are crafted to accommodate the unique investment requirements and risk profiles of institutional entities.
Solutions and Services
Victory Capital also offers a suite of solutions and services geared towards meeting the customized needs of its investors:
- VictoryShares ETF Platform: This innovative platform facilitates investor access to a range of active and differentiated ETF strategies. The focus on low-cost investment options helps enhance overall portfolio returns while ensuring a high degree of flexibility in asset allocation.
- Strategic Alphae: This proprietary investment process is designed to facilitate consistent long-term outperformance. By employing a systematic approach to stock selection, Victory Capital aims to uncover and capitalize on opportunities in the market.
- Investment Consulting: This service assists financial advisors and individual investors in curating personalized investment strategies to fulfill their specific financial objectives. The consulting process includes performance analysis, investment policy development, and ongoing portfolio management support.
- Retirement Solutions: To assist with retirement planning, Victory Capital provides a suite of retirement products and services, including 401(k) plans among other retirement savings vehicles. These offerings are tailored to help investors accumulate the necessary assets for a comfortable retirement.
Investment Trust Services
Victory Capital extends its expertise into investment trust services, which encompass a variety of related functions:
- Independent Trustees: The firm acts as an independent trustee for multiple investment trusts, ensuring corporate governance and adherence to fiduciary standards. This integral role helps maintain the integrity and performance of the trust structures.
- Corporate Trust Services: Victory Capital offers corporate trust services aligned with the needs of municipal bonds, structured finance, and various investment vehicles. These services provide essential support for trust administration, bond registration, and other critical tasks involved in managing financial trusts.
Conclusion
In summary, Victory Capital Holdings Inc. stands out as a leading global investment management firm offering a comprehensive spectrum of investment products and services tailored to both individual and institutional investors. The firm’s focus on customized investment strategies, diverse product offerings, and robust solutions underscores its commitment to addressing the specific goals and needs of its clients. Through a combination of innovative investment practices and a strong emphasis on fiduciary responsibility, Victory Capital aims to deliver consistent outperformance and secure the financial futures of its investor base.
1. Investment Management Services
Victory Capital’s core offerings are aligned with customized investment management services that are delivered through its various subsidiaries, such as Victory Capital Management, Inc. and Victory Capital Advisers, Inc. The key components of this segment include:
- Separately Managed Accounts (SMAs): Designed for high-net-worth individuals and institutional clients, these accounts deliver tailored investment strategies. Experienced portfolio managers work closely with clients to align investment portfolios with specific financial goals, risk tolerance, and investment horizons.
- Mutual Funds: Victory Capital provides a broad spectrum of mutual funds that encompass various asset classes, including equity, fixed income, and alternative investments. Each fund is managed by specialized portfolio managers who bring experience in their respective sectors, aimed at delivering competitive returns.
- Exchange Traded Funds (ETFs): The firm offers a diverse range of actively managed ETFs that cater to different investment preferences. These ETFs are characterized by low-cost structures and are designed to provide investors with exposure to various asset classes, market sectors, and investment styles, thus catering to both strategic and tactical investment approaches.
- Institutional Strategies: For institutional investors, Victory Capital provides an array of comprehensive investment strategies that cover equity, fixed-income, and multi-asset class portfolios. These strategies are crafted to accommodate the unique investment requirements and risk profiles of institutional entities.
Solutions and Services
Victory Capital also offers a suite of solutions and services geared towards meeting the customized needs of its investors:
- VictoryShares ETF Platform: This innovative platform facilitates investor access to a range of active and differentiated ETF strategies. The focus on low-cost investment options helps enhance overall portfolio returns while ensuring a high degree of flexibility in asset allocation.
- Strategic Alphae: This proprietary investment process is designed to facilitate consistent long-term outperformance. By employing a systematic approach to stock selection, Victory Capital aims to uncover and capitalize on opportunities in the market.
- Investment Consulting: This service assists financial advisors and individual investors in curating personalized investment strategies to fulfill their specific financial objectives. The consulting process includes performance analysis, investment policy development, and ongoing portfolio management support.
- Retirement Solutions: To assist with retirement planning, Victory Capital provides a suite of retirement products and services, including 401(k) plans among other retirement savings vehicles. These offerings are tailored to help investors accumulate the necessary assets for a comfortable retirement.
Investment Trust Services
Victory Capital extends its expertise into investment trust services, which encompass a variety of related functions:
- Independent Trustees: The firm acts as an independent trustee for multiple investment trusts, ensuring corporate governance and adherence to fiduciary standards. This integral role helps maintain the integrity and performance of the trust structures.
- Corporate Trust Services: Victory Capital offers corporate trust services aligned with the needs of municipal bonds, structured finance, and various investment vehicles. These services provide essential support for trust administration, bond registration, and other critical tasks involved in managing financial trusts.
Conclusion
In summary, Victory Capital Holdings Inc. stands out as a leading global investment management firm offering a comprehensive spectrum of investment products and services tailored to both individual and institutional investors. The firm’s focus on customized investment strategies, diverse product offerings, and robust solutions underscores its commitment to addressing the specific goals and needs of its clients. Through a combination of innovative investment practices and a strong emphasis on fiduciary responsibility, Victory Capital aims to deliver consistent outperformance and secure the financial futures of its investor base.