Asset Management Financial Models

An investment manager can report higher assets without winning a single new client. Market gains lift fee income, but withdrawals can reverse that growth. Forecasting the business means separating market performance from client flows and recurring fees from profits earned when investments are sold.

APO_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
Apollo Global Management logo

Apollo Global Management

Apollo Global Management (APO) is a global alternative asset manager and retirement services provider.

BLK_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
BlackRock logo

BlackRock

BlackRock is the world’s largest asset manager, providing investment management, risk management, and advisory services to institutional and retail clients globally.

AMP_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
Ameriprise Financial logo

Ameriprise Financial

Ameriprise Financial (AMP) is a diversified financial services company providing wealth management, asset management, and retirement solutions to retail and institutional clients.

KKR_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
KKR & Co. logo

KKR & Co.

KKR is a leading global alternative asset manager offering private equity, credit, real assets, and capital markets solutions, alongside a large insurance business operated through Global Atlantic.

BX_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
Blackstone logo

Blackstone

Blackstone is the world's largest alternative asset manager, providing investment vehicles focused on real estate, private equity, credit, and hedge fund solutions for institutional and individual investors.

BEN_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
Franklin Resources logo

Franklin Resources

Franklin Resources, operating globally as Franklin Templeton, is a premier global investment management organisation.

TROW_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
T. Rowe Price logo

T. Rowe Price

T.

IVZ_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
Invesco logo

Invesco

Invesco is a global independent investment management firm that provides a comprehensive range of investment capabilities and outcomes to retail and institutional clients.

ARES_Financial_Model.xlsx
Metric
2026
2027
Revenue
--
--
EBITDA
--
--
Ares Management logo

Ares Management

Ares Management Corporation is a leading global alternative investment manager operating across credit, real estate, infrastructure, private equity, and secondaries markets.

Go further

Build the financial model you need with Fina

Browse templates, examples, and downloadable Excel models for the analysis you are trying to build. If you can't find your model, ask Fina to build a model for your specific needs.

Start for free
Excel financial model spreadsheet preview showing Customer Rollforward
Fina interactive chat interface preview