American Century Investments® Surpasses $250 Billion in Assets Under Supervision (2024)

Global asset manager American Century Investments continues its goal of sustainability, innovation and a client-focused culture, achieving a significant milestone this morning as it surpassed $250 billion in assets under supervision. American Century has grown through diversification and expansion into new markets, distribution channels and product solutions, now serving clients in more than 30 countries through a variety of vehicles including mutual funds, institutional separate accounts, collective investment trusts, undertakings for the collective investment in transferable securities (UCITS), exchange traded funds and separately managed accounts. This marks the highest amount of assets under supervision in the firm's 63-year history.

Sustainability, It's in Our Genes™

"With an ownership structure that directs over 40% of profits to fund life-changing medical research, sustainability is embedded in who we are as a company and as global citizens," said Jonathan Thomas, American Century president and chief executive officer. "When our clients succeed financially, they also support a greater purpose through research that has the potential to impact the lives of millions.

"American Century's controlling owner, the Stowers Institute for Medical Research, has received more than $1.7 billion from the firm since 2000. The Stowers Institute is dedicated to uncovering the causes, treatments and prevention of diseases like cancer, Alzheimer's disease, diabetes, cardiac disease, birth defects and other life-threatening diseases.

The firm took additional steps this year to advance its commitment tocorporate responsibilityandsustainabilitywith several senior-level appointments. In order to grow and nurture talent to best serve its clients while striving to impact society in a positive way,Deidre Boulwarewas named head of talent, development & diversity. American Century also created new sustainability groups, namingMatt Oldroyd, CFA, CAIA, head of corporate sustainability, andPatricia Ribeiro, senior vice president and senior portfolio manager, chair of the newly formed sustainable investment council.

"As stewards of our clients' capital, our colleagues are motivated to make a positive difference for our clients. Incorporating material Environmental, Social and Governance (ESG) criteria help us better assess investment risks and opportunities," said Chief Investment Officer Victor Zhang. "ESG investing is a strategic focus for our firm, and we've made significant, ongoing investments in resources and in-house training and education. Today, we offer many investment solutions that incorporate ESG¹ considerations into the process because we believe it can lead to better investment decisions and outcomes for our clients."

History of Innovation

American Century's innovation began more than six decades ago with founder Jim Stowers, Jr. creating the company with the desire to help others by skillfully managing money and forging long-term relationships. He developed one of the first computer-driven stock screening processes, an innovative move that paid off for clients. More recently, in response to client demand for ESG-focused investments outside the U.S., American Century and Nomura Asset Management last year jointly launchedAmerican Century Emerging Markets Sustainable Impact Equity, a sub-fund of Nomura Funds Ireland.* The Dublin-based UCITS actively invests in 70 to 75 companies that demonstrate accelerating growth while contributing to one or more of theUnited Nations Sustainable Development Goals. The firm recently celebrated itsfive-year anniversarywith Nomura Holdings.

Additionally, the firm was thefirst asset manager to launch semitransparent active exchange-traded funds (ETFs)and the first to launch active environmental, social and governance (ESG)-oriented ETFs, both in 2020.

Separately, American Century in2019 rolled out Avantis Investors, a new suite of low-cost diversified investment solutions designed to fit seamlessly into investors' asset allocations. Thanks to the success of Avantis Investors and American Century ETFs, the company is one of the fastest-growing ETF issuers in the last decade.

At the beginning of 2021, American Century**, along with a consortium of leading retirement firms (that includes Lincoln Financial Group, Nationwide, Prime Capital Investment Advisors, SS&C Technologies, Wilmington Trust, N.A. and Wilshire), announced the launch of a new in-plan target date series with guaranteed income for life designed to help retirement plan participants transition from the accumulation phase of retirement investing to the decumulation stage. Called "Income America™,** the new solution, which is designed to be used as a plan's Qualified Default Investment Alternative (QDIA), strives to address one of the most pressing issues for those at or near retirement: the need for guaranteed monthly retirement income.

Recent Industry Recognition

American Century received the U.S. 2021 Best Overall Large Fund Family and Best Equity Large Fund Family Group Awards from the Refinitiv Lipper FundAwards.*** The awards were based on Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Based on the performance data from Refinitiv Lipper, American Century also was named one of the top 10 Best Fund Families by Barron's.****

"While the last year and a half brought profound economic, social, professional and personal challenges, it also elicited enormous amounts of perseverance, resilience and innovation from the American Century team," Thomas said. "Today's assets under supervision milestone is a testament to the remarkable tenacity of our team and how we are emerging as a stronger, more competitive company that we believe is delivering solid results for our clients."

Managing Money, Making an Impact. American Century Investments^®is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. It's how we and our clients together Prosper With Purpose^®.