Scout Investments, Inc.
(Scout) announced that the firm’s assets under management (AUM) recently surpassed $25 billion.
The combination of a robust inflow of new assets, positive financial markets and strong performance fueled the growth in AUM, despite the backdrop of a very uncertain market environment across the globe in 2012.
Scout has received many accolades, including national recognition from leading rating organizations and financial publications, which have helped increase investor awareness of Scout. In 2012, two Scout funds received Lipper Fund Awards for best in class. In addition, the fixed income team at Reams Asset Management (Reams), a division of Scout Investments, was nominated for 2012 Morningstar U.S. Fixed-Income Fund Manager of the Year.
“We could not have achieved $25 billion in AUM without the hard work and strong commitment from every member of the Scout team, as well as the trust we have earned from our clients,” said Andy Iseman, chief executive officer of Scout Investments.
Scout is growing its investment offerings and diversifying the business. During the past two years, Scout has broadened marketing and sales efforts into the institutional and sub-advisory marketplace, while continuing to serve clients and advisors in the intermediary channel. “Institutional investor relationships have been a positive contributor to AUM growth,” said Iseman. During this time period, Scout has also added four new funds, including two new fixed income funds which leverage the strength of the team at Reams.
“We will continue to execute our long-term strategy to be a leading asset manager, supporting multiple distribution channels with high-quality equity and fixed income solutions,” said Iseman.
About Scout Investments
Scout Investments, Inc. headquartered in Kansas City, Mo., offers equity and fixed income investment management strategies for institutions and individual investors through separate accounts and mutual funds. Domestic large-cap, mid-cap, small-cap, international, international small/mid-cap, emerging markets and global equity portfolios are offered through Scout Investments. Fixed income portfolios in core plus, core, intermediate, long duration, low duration and unconstrained are offered through Scout’s fixed income division, Reams Asset Management. Scout is the investment subsidiary of UMB Financial Corporation (NASDAQ: UMBF). Additional information can be found at
The Fund’s Prospectus or Summary Prospectus, available by calling 800.996.2862 or visiting scoutfunds.com, include investment objectives, risks, fees, expenses, and other important information. Please read and consider carefully before investing.
Past performance is no guarantee of future results. Mutual fund investing involves risk. Investment return and share value will fluctuate and it is possible to lose money.
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. For more information, please contact
or visit excellence.thomsonreuters.com.
The Morningstar Fund Manager of the Year award recognizes portfolio managers who have demonstrated excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term risk-adjusted performance and of aligning their interests with shareholders’. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its fund analysts. Morningstar Awards Nominee 2012 © Morningstar, Inc. All Rights Reserved. The nomination is for the team’s (Mark Egan, Tom Fink, Todd Thompson and Steve Vincent) management of the Scout Core Plus Bond Fund.
The Scout Funds are distributed by UMB Distribution Services, LLC, 803 W. Michigan St. Milwaukee, WI 53233, an affiliate of UMB Financial Corporation.
Scout Investments, Inc., a subsidiary of UMB Financial Corp., serves as investment adviser to the Scout Funds.
SCOUT, SCOUT INVESTMENTS, SEE FURTHER, the Scout design, and the Ribbon design – Reg. U.S. Tm. Off.
NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE