Scout Investments Surpasses $25 Billion in Assets Under Management
KANSAS CITY, Mo. -- January 18, 2013
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 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
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
email@example.com 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
Kristin Kovach, 816-423-6131
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