Artio Global Investors Inc. Fundamental Company Report Including Financial, SWOT, Competitors and Industry Analysis
- The report contains detailed information about Artio Global Investors Inc. that gives an unrivalled in-depth knowledge about internal business-environment of the company: data about the owners, senior executives, locations, subsidiaries, markets, products, and company history.
- Another part of the report is a SWOT-analysis carried out for Artio Global Investors Inc.. It involves specifying the objective of the company's business and identifies the different factors that are favorable and unfavorable to achieving that objective. SWOT-analysis helps to understand company’s strengths, weaknesses, opportunities, and possible threats against it.
- The Artio Global Investors Inc. financial analysis covers the income statement and ratio trend-charts with balance sheets and cash flows presented on an annual and quarterly basis. The report outlines the main financial ratios pertaining to profitability, margin analysis, asset turnover, credit ratios, and company’s long-term solvency. This sort of company's information will assist and strengthen your company’s decision-making processes.
- In the part that describes Artio Global Investors Inc. competitors and the industry in whole, the information about company's financial ratios is compared to those of its competitors and to the industry. The unique analysis of the market and company’s competitors along with detailed information about the internal and external factors affecting the relevant industry will help to manage your business environment. Your company’s business and sales activities will be boosted by gaining an insight into your competitors’ businesses.
- Also the report provides relevant news, an analysis of PR-activity, and stock price movements. The latter are correlated with pertinent news and press releases, and annual and quarterly forecasts are given by a variety of experts and market research firms. Such information creates your awareness about principal trends of Artio Global Investors Inc. business.
About Artio Global Investors Inc.
Artio Global Investors, Inc., through its subsidiary, Artio Global Management LLC, provides investment management services to institutional and retail clients. The company primarily manages and advises Julius Baer Investment Funds, commingled institutional investment vehicles, and separate accounts.
Investment Strategies
The companys investment strategies are grouped into five main categories: International Equity; Global Equity; U.S. Equity; Global High Grade Fixed Income; and Global High Yield.
International Equity: The companys International Equity strategies are core strategies that do not attempt to follow either a growth approach or a value approach to investing. The International Equity strategies invest in equity securities in developed and emerging markets outside the United States.
Global High Grade Fixed Income: The company manages and offers investment grade fixed income strategies which include high grade debt of both U.S. and non-U.S. issuers. Its main offering is its Total Return Bond strategy, also known as the Core Plus strategy, invests the majority of portfolio assets in the U.S. fixed income markets and also intends to take advantage of those opportunities available in the investment grade components of non-U.S. markets. The company also offers a Core Plus Plus strategy, which combines its Total Return Bond strategy with allocations from its Global High Yield strategy. In addition, the company manages various U.S. fixed income and cash strategies.
Global High Yield: The companys Global High Yield strategy invests in securities issued by non-investment grade issuers in both developed markets and emerging markets. The investment process is primarily a bottom-up approach to investing, bringing together the teams issuer, industry and asset class research and macro-economic, industry and sector-based insights.
Global Equity: Global Equity is a core, multi-cap equity strategy, which invests in companies worldwide.
U.S. Equity: The companys new U.S. Equity strategies include Micro, Small, Mid and Multi-Cap investment strategies that invest in equity securities of various sized U.S. issuers within the relevant categories.
The company is also in the process of developing a series of hedge fund strategies and a private equity effort to invest in Central and Eastern Europe.
Client Base
The company services a variety of institutional clients, including corporations, public and private pension funds, endowments and foundations and financial institutions. As of September 30, 2007, the company provided asset management services to approximately 750 institutional clients invested in separate accounts, commingled funds and mutual funds, including approximately 80 state and local governments nationwide and approximately 230 corporate clients. In addition, the company managed assets for approximately 130 foundations; approximately 90 colleges, universities or other educational endowments; approximately 70 hospital or healthcare systems; approximately 65 Taft-Hartley plans; and 10 religious organizations. It also managed assets for approximately 500,000 mutual fund shareholders through SEC-registered Julius Baer Investment Funds.
History
Artio Global Investors, Inc. was founded in 1962. The company was formerly known as Julius Baer Americas, Inc. and changed its name to Artio Global Investors, Inc. in June 2008.
The above Company Fundamental Report is a half-ready report and contents are subject to change.
It means that we have all necessary data in our database to prepare the report but need 2-3 days to complete it. During this time we are also updating the report with respect to the current moment. So, you can get all the most recent data available for the same price. Please note that preparation of additional types of analyses requires extra time.
RESEARCH METHODOLOGY
DISCLAIMER
1. ARTIO GLOBAL INVESTORS INC. COMPANY PROFILE
1.1. Key facts
1.2. Financial Performance
1.3. Key Executives
1.4. Ownership and Major Holders
1.5. Company History
2. ARTIO GLOBAL INVESTORS INC. BUSINESS OVERVIEW
2.1. Business Description
2.2. Major Products and Services
2.3. Markets and Sales Activities
2.4. Locations, Subsidiaries, Operating Units
3. ARTIO GLOBAL INVESTORS INC. SWOT ANALYSIS
3.1. Overview
3.2. Strengths
3.3. Weaknesses
3.4. Opportunities
3.5. Threats
4. ARTIO GLOBAL INVESTORS INC. FINANCIAL ANALYSIS
4.1. Financial Statements
4.1.1. Income Statement
4.1.2. Balance Sheet
4.1.3. Cash Flow
4.2. Financial Ratios
4.2.1. Profitability
4.2.2. Margin Analysis
4.2.3. Asset Turnover
4.2.4. Credit Ratios
4.2.5. Long-Term Solvency
4.2.6. Growth Over Prior Year
4.2.7. Financial Ratios Charts
4.3. Stock Market Snapshot
5. ARTIO GLOBAL INVESTORS INC. COMPETITORS AND INDUSTRY ANALYSIS
5.1. Artio Global Investors Inc. Direct Competitors
5.2. Comparison of Artio Global Investors Inc. and Direct Competitors Financial Ratios
5.3. Comparison of Artio Global Investors Inc. and Direct Competitors Stock Charts
5.4. Artio Global Investors Inc. Industry Analysis
5.4.1. Industry Snapshot
5.4.2. Artio Global Investors Inc. Industry Position Analysis
6. ARTIO GLOBAL INVESTORS INC. NEWS & EVENTS
6.1. News & PR Activity Analysis
6.2. IR Corporate News
6.3. Marketing News
6.4. Corporate Events
7. ARTIO GLOBAL INVESTORS INC. EXPERTS REVIEW1
7.1. Experts Consensus
7.2. Experts Revisions
8. ARTIO GLOBAL INVESTORS INC. ENHANCED SWOT ANALYSIS2
9. UNITED STATES PESTEL ANALYSIS2
9.1. Political Factors
9.2. Economic Factors
9.3. Social Factors
9.4. Technological Factors
9.5. Environmental Factors
9.6. Legal Factors
10. ARTIO GLOBAL INVESTORS INC. IFE, EFE, IE MATRICES2
10.1. Internal Factor Evaluation Matrix
10.2. External Factor Evaluation Matrix
10.3. Internal External Matrix
11. ARTIO GLOBAL INVESTORS INC. PORTER FIVE FORCES ANALYSIS2
12. ARTIO GLOBAL INVESTORS INC. VRIO ANALYSIS2
APPENDIX: RATIO DEFINITIONS
LIST OF FIGURES
Artio Global Investors Inc. Annual Revenues in Comparison with Cost of Goods Sold and Gross Profit
Profit Margin Chart
Operating Margin Chart
Return on Equity (ROE) Chart
Return on Assets (ROA) Chart
Debt to Equity Chart
Current Ratio Chart
Artio Global Investors Inc. 1-year Stock Charts
Artio Global Investors Inc. 5-year Stock Charts
Artio Global Investors Inc. vs. Main Indexes 1-year Stock Chart
Artio Global Investors Inc. vs. Direct Competitors 1-year Stock Charts
Artio Global Investors Inc. Article Density Chart
1 – Data availability depends on company’s security policy.
2 – These sections are available only when you purchase a report with appropriate additional types of analyses.
The complete financial data is available for publicly traded companies.
Artio Global Investors Inc. Key Facts
Profitability
Management Effectiveness
Income Statement Key Figures
Balance Sheet Key Figures
Cash Flow Statement Key Figures
Financial Performance Abbreviation Guide
Artio Global Investors Inc. Key Executives
Artio Global Investors Inc. Major Shareholders
Artio Global Investors Inc. History
Artio Global Investors Inc. Products
Revenues by Segment
Revenues by Region
Artio Global Investors Inc. Offices and Representations
Artio Global Investors Inc. SWOT Analysis
Yearly Income Statement Including Trends
Income Statement Latest 4 Quarters Including Trends
Yearly Balance Sheet Including Trends
Balance Sheet Latest 4 Quarters Including Trends
Yearly Cash Flow Including Trends
Cash Flow Latest 4 Quarters Including Trends
Artio Global Investors Inc. Profitability Ratios
Margin Analysis Ratios
Asset Turnover Ratios
Credit Ratios
Long-Term Solvency Ratios
Financial Ratios Growth Over Prior Year
Artio Global Investors Inc. Capital Market Snapshot
Artio Global Investors Inc. Direct Competitors Key Facts
Direct Competitors Profitability Ratios
Direct Competitors Margin Analysis Ratios
Direct Competitors Asset Turnover Ratios
Direct Competitors Credit Ratios
Direct Competitors Long-Term Solvency Ratios
Industry Statistics
Artio Global Investors Inc. Industry Position
Company vs. Industry Income Statement Analysis
Company vs. Industry Balance Sheet Analysis
Company vs. Industry Cash Flow Analysis
Company vs. Industry Ratios Comparison
Artio Global Investors Inc. Consensus Recommendations1
Analyst Recommendation Summary1
Price Target Summary1
Experts Recommendation Trends1
Revenue Estimates Analysis1
Earnings Estimates Analysis1
Historical Surprises1
Revenue Estimates Trend1
Earnings Estimates Trend1
Revenue Revisions1
SWOT Analysis
SWOT, which stands for Strengths, Weaknesses, Opportunities and Threats, is an analytical framework that identifies the internal and external factors that are favorable and unfavorable for a company.
Enhanced SWOT Analysis
Enhanced SWOT is a 3×3 grid that arranges strengths, weaknesses, opportunities and threats into one scheme:
- How to use the strengths to take advantage of the opportunities?
- How to use the strengths to reduce likelihood and impact of the threats?
- How to overcome the weaknesses that obstruct taking advantage of the opportunities?
- How to overcome the weaknesses that can make the threats a reality?
Upon answering these questions a company can develop a project plan to improve its business performance.
PESTEL Analysis
PESTEL (also termed as PESTLE) is an ideal tool to strategically analyze what influence different outside factors – political, economic, sociocultural, technological, environmental and legal – exert on a business to later chart its long term targets.
Being part of the external analysis when carrying out a strategic assessment or performing a market study, PESTEL gives an overview of diverse macro-environmental factors that any company should thoughtfully consider. By perceiving these outside environments, businesses can maximally benefit from the opportunities while minimizing the threats to the organization.
Key Factors Examined by PESTEL Analysis:
- Political – What opportunities and pressures are brought by political bodies and what is the degree of public regulations’ impact on the business?
- Economic – What economic policies, trends and structures are expected to affect the organization, what is this influence’s degree?
- Sociological – What cultural and societal aspects will work upon the demand for the business’s products and operations?
- Technological – What impact do the technological aspects, innovations, incentives and barriers have on the organization?
- Environmental – What environmental and ecological facets, both locally and farther afield, are likely to predetermine the business?
- Legal – What laws and legislation will exert influence on the style the business is carried out?
IFE, EFE, IE Matrices
The Internal Factor Evaluation matrix (IFE matrix) is a strategic management tool helping audit or evaluate major weaknesses and strengths in a business’s functional areas. In addition, IFE matrix serves as a basis for identifying and assessing relationships amongst those areas. The IFE matrix is utilised in strategy formulation.
The External Factor Evaluation matrix (EFE matrix) is a tool of strategic management that is typically utilised to assess current market conditions. It is an ideal instrument for visualising and prioritising the threats and opportunities a firm is facing.
The essential difference between the above mentioned matrices lies in the type of factors incorporated in the model; whilst the latter is engaged in internal factors, the former deals exceptionally with external factors – those exposed to social, political, economic, legal, etc. external forces.
Being a continuation of the EFE matrix and IFE matrix models, the Internal External matrix (IE matrix) rests upon an investigation of external and internal business factors integrated into one suggestive model.
Porter Five Forces Analysis
The Porter’s five forces analysis studies the industry of operation and helps the company find new sources of competitive advantage. The analysis surveys an industry through five major questions:
- What composes a threat of substitute products and services?
- Is there a threat of new competitors entering the market?
- What is the intensity of competitive rivalry?
- How big is the bargaining power of buyers?
- How significant is the bargaining power of suppliers?
VRIO Analysis
VRIO stands for Value, Rarity, Imitability, Organization. This analysis helps to evaluate all company’s resources and capabilities and bring them together into one aggregate table that includes:
- Tangible resources
- Financial
- Physical
- Technological
- Organizational
- Intangible resources
- Human
- Innovation and Creativity
- Reputation
- Organizational capabilities
The result of the analysis gives a clear picture of company’s competitive and economic implications, answering the questions if the resources mentioned above are:
- Valuable?
- Rare?
- Costly to imitate?
- Organized properly?
