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Lazard Asset Management

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uuid0004hji

Namestring
Lazard Asset Management
Legal namestring
Lazard Asset Management LLC
Company typeenum
Private
Founded yearint
1848
Descriptiontext

Lazard Asset Management is the asset management division of Lazard, Inc. (NYSE: LAZ), a global financial advisory and asset management group whose roots date to 1848. Headquartered at 30 Rockefeller Plaza in New York, the firm manages $284.8 billion in client assets as of May 2026 and operates through wholly-owned licensed subsidiaries in more than 20 countries across the Americas, Europe, the Middle East, and Asia-Pacific. It serves institutional investors (endowments, foundations, pension funds), family offices, high-net-worth individuals, and corporate clients with active investment solutions across equities, fixed income, multi-asset, real assets, and alternatives.

The product platform spans mutual funds (UCITS and non-UCITS), closed-end funds (e.g., Lazard Global Total Return and Income Fund), and a fast-growing actively managed ETF lineup including EMKT (emerging markets), TEKY (next-generation technologies), and THMZ (megatrends). Underlying the investment process is a proprietary quantitative framework that screens thousands of stocks daily across multi-factor models (sentiment, value, growth, quality), supports extension strategies such as 130/30 and 150/50, and incorporates dynamic risk calibration for idiosyncratic risk, crowding, and short-squeeze vulnerability. Systematic strategies like Quant Advantage and US Systematic, together with three decades of emerging-markets expertise and over 20 years of listed infrastructure investing, form the technical and research backbone.

Lazard Asset Management earns revenue predominantly through asset-based management fees charged as a percentage of AUM, supplemented by ETF management fees and periodic fund distributions. Distribution is multi-channel: direct institutional field sales, financial adviser networks, investment platforms, ETF marketplaces, and direct investor access, supported by research publications, video content, and an extensive global office footprint. Recent strategic priorities articulated by CEO Christopher Hogbin center on delivering investment performance, growing the business organically, and improving operating margins, with active ETFs, international equity, private markets, and wealth management named as core growth pillars.

Short descriptiontext

Lazard Asset Management is the asset management subsidiary of Lazard, Inc., managing approximately $284.8 billion across equities, fixed income, multi-asset, real assets, and alternatives for institutional investors, family offices, and high-net-worth individuals globally.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices14 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
asset management services, investment management, active equity strategies, fixed income management, alternative investments
Industry3 codes
1Private Client/High-Net-Worth Advisory
CodeFSAEAAANPrimaryYes
2Quantitative/Systematic Equity (Active)
CodeFSAAAIALPrimaryNo
3Advisory Portfolio Management (Non-Discretionary)
CodeFSAAABADPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Trust, Fiduciary, and Custody Activities523991
SIC code1 code
  • Investment Advice6282
Product category
Asset Management
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model3 records
1Asset Management Fees
TypeSubscription Recurring
Description

Management fees charged as a percentage of assets under management. The firm manages $284.8 billion in client assets as of May 2026 and approximately $250 billion in managed assets as of January 2026.

seekingalpha.com
2Fund Distribution
TypeSubscription Recurring
Description

Monthly distributions from funds such as Lazard Global Total Return and Income Fund ($0.15340 per share), sourced from net realized long-term capital gains, net investment income, and return of capital.

prnewswire.com
3ETF Management
TypeSubscription Recurring
Description

Active ETF management including Lazard Emerging Markets Core Equity Portfolio converted to EMKT ETF, Lazard Next Gen Technologies ETF (TEKY), and Lazard Equity Megatrends ETF (THMZ).

businesswire.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details2 tiers
1Lazard Global Total Return and Income Fund monthly distribution
ModelSubscriptionBilling cadenceMonthly
Notes

Monthly distribution of $0.15340 per share, payable July 22, 2026, to shareholders of record July 10, 2026. Distribution sourced primarily from net realized long-term capital gains (84%) and net investment income (14%).

prnewswire.com
2Lazard Next Gen Technologies ETF (TEKY) quarterly dividend
ModelSubscriptionBilling cadenceQuarterly
Notes

Quarterly dividend of $0.0758 per share (annualized $0.30, yielding 0.8%). Market capitalization of $47.05 million, PE ratio of 31.49.

defenseworld.net
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Brand1 of 5 records shown
1Lazard Rathmore
Description

An all-weather strategy combining traditional and alternative investments

lazardassetmanagement.com
+4 more records
Core offering1 text field

Lazard Asset Management is the asset management division of Lazard, Inc. (NYSE: LAZ) managing $284.8 billion in client assets across equities, fixed income, multi-asset, real assets, and alternatives. The firm offers mutual funds (UCITS and non-UCITS), actively managed ETFs (including EMKT, TEKY, and THMZ), institutional separate accounts, and specialized thematic and systematic strategies distributed globally. Clients include institutional investors, wealth managers, family offices, and high net worth individuals served through direct institutional sales, financial adviser networks, investment platforms, and ETF marketplaces.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 5 values shown
  • Approximately two-thirds of AUM is outperforming benchmark
+4 more records
Product overview1 text field

Lazard Asset Management offers a comprehensive suite of investment solutions across multiple asset classes including Equities, Fixed Income, Multi-Asset, Real Assets, and Alternatives. The product lineup includes mutual funds (UCITS and non-UCITS domiciled), ETFs (such as EMKT for emerging markets, TEKY for next-gen technologies, and THMZ for megatrends), and specialized thematic strategies (digital assets, emerging markets equity). The firm provides UK domiciled onshore funds, European offshore mutual funds, and manages the Mid Wynd International Investment Trust plc. Investment solutions are designed for different client types including institutional investors, wealth management clients, and retirement-focused investors, with strategies spanning global, regional, and country-specific approaches.

Product and service17 records
1Lazard Global Total Return and Income Fund
CategoryMutual Fund
2Lazard US Equity Focus Portfolio
CategoryMutual Fund
3Lazard US Short Duration Fixed Income Portfolio
CategoryMutual Fund
4Lazard US Small Cap Equity Select Portfolio
CategoryMutual Fund
5Lazard Retirement Emerging Markets Equity Portfolio
CategoryMutual Fund
6Lazard Opportunistic Strategies Portfolio
CategoryMutual Fund
7Digital Assets & Distributed Ledger Technology Strategy
CategoryThematic Equity Strategy
8Lazard Emerging Markets Equity Advantage Portfolio
CategoryMutual Fund
9Lazard Developing Markets Equity Portfolio
CategoryMutual Fund
10Lazard Next Gen Technologies ETF (TEKY)
CategoryETF
11Lazard Equity Megatrends ETF (THMZ)
CategoryETF
12Lazard Emerging Markets Core Equity ETF (EMKT)
CategoryETF
13Lazard Global Listed Infrastructure Strategy
CategoryInvestment Strategy
14Lazard Rathmore Strategy
CategoryInvestment Strategy
15Quant Advantage
CategoryInvestment Strategy
16US Systematic Strategy
CategoryInvestment Strategy
17Emerging Markets Strategy
CategoryInvestment Strategy
Scale indicator15 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Market position
Competitive moat6 records

Each record includes

Type, Details

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers6 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries12 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment5 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Lazard Asset Management

Lazard Asset Management is the asset management subsidiary of Lazard, Inc., managing approximately $284.8 billion across equities, fixed income, multi-asset, real assets, and alternatives for institutional investors, family offices, and high-net-worth individuals globally.

What Lazard Asset Management does

Lazard Asset Management is the asset management division of Lazard, Inc. (NYSE: LAZ), a global financial advisory and asset management group whose roots date to 1848. Headquartered at 30 Rockefeller Plaza in New York, the firm manages $284.8 billion in client assets as of May 2026 and operates through wholly-owned licensed subsidiaries in more than 20 countries across the Americas, Europe, the Middle East, and Asia-Pacific. It serves institutional investors (endowments, foundations, pension funds), family offices, high-net-worth individuals, and corporate clients with active investment solutions across equities, fixed income, multi-asset, real assets, and alternatives.

The product platform spans mutual funds (UCITS and non-UCITS), closed-end funds (e.g., Lazard Global Total Return and Income Fund), and a fast-growing actively managed ETF lineup including EMKT (emerging markets), TEKY (next-generation technologies), and THMZ (megatrends). Underlying the investment process is a proprietary quantitative framework that screens thousands of stocks daily across multi-factor models (sentiment, value, growth, quality), supports extension strategies such as 130/30 and 150/50, and incorporates dynamic risk calibration for idiosyncratic risk, crowding, and short-squeeze vulnerability. Systematic strategies like Quant Advantage and US Systematic, together with three decades of emerging-markets expertise and over 20 years of listed infrastructure investing, form the technical and research backbone.

Lazard Asset Management earns revenue predominantly through asset-based management fees charged as a percentage of AUM, supplemented by ETF management fees and periodic fund distributions. Distribution is multi-channel: direct institutional field sales, financial adviser networks, investment platforms, ETF marketplaces, and direct investor access, supported by research publications, video content, and an extensive global office footprint. Recent strategic priorities articulated by CEO Christopher Hogbin center on delivering investment performance, growing the business organically, and improving operating margins, with active ETFs, international equity, private markets, and wealth management named as core growth pillars.

Lazard Asset Management firmographics

Firmographics
Name
Lazard Asset Management
Legal name
Lazard Asset Management LLC
Website
https://lazardassetmanagement.com
Company type
Private
Founded year
1848
Operating status
Operating
Headcount range
1,001–5,000 employees
Short description
Lazard Asset Management is the asset management subsidiary of Lazard, Inc., managing approximately $284.8 billion across equities, fixed income, multi-asset, real assets, and alternatives for institutional investors, family offices, and high-net-worth individuals globally.
Ownership category
akta.pro rank

Lazard Asset Management industry classification

Industry
Product category
Asset Management
NAICS
Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
SIC
Investment Advice (6282)
akta.pro primary industry
Private Client/High-Net-Worth Advisory (FSAEAAAN)
akta.pro secondary industries
Quantitative/Systematic Equity (Active) (FSAAAIAL), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

  • Asset management services
  • Investment management
  • Active equity strategies
  • Fixed income management
  • Alternative investments

Where Lazard Asset Management is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices14 records

Markets served

Lazard Asset Management business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Asset Management Fees: Management fees charged as a percentage of assets under management. The firm manages $284.8 billion in client assets as of May 2026 and approximately $250 billion in managed assets as of January 2026.
  2. Fund Distribution: Monthly distributions from funds such as Lazard Global Total Return and Income Fund ($0.15340 per share), sourced from net realized long-term capital gains, net investment income, and return of capital.
  3. ETF Management: Active ETF management including Lazard Emerging Markets Core Equity Portfolio converted to EMKT ETF, Lazard Next Gen Technologies ETF (TEKY), and Lazard Equity Megatrends ETF (THMZ).

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyLazard Global Total Return and Income Fund monthly distribution
SubscriptionQuarterlyLazard Next Gen Technologies ETF (TEKY) quarterly dividend

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Lazard Asset Management product offering

Product offering

Core offering

Lazard Asset Management is the asset management division of Lazard, Inc. (NYSE: LAZ) managing $284.8 billion in client assets across equities, fixed income, multi-asset, real assets, and alternatives. The firm offers mutual funds (UCITS and non-UCITS), actively managed ETFs (including EMKT, TEKY, and THMZ), institutional separate accounts, and specialized thematic and systematic strategies distributed globally. Clients include institutional investors, wealth managers, family offices, and high net worth individuals served through direct institutional sales, financial adviser networks, investment platforms, and ETF marketplaces.

Product overview

Lazard Asset Management offers a comprehensive suite of investment solutions across multiple asset classes including Equities, Fixed Income, Multi-Asset, Real Assets, and Alternatives. The product lineup includes mutual funds (UCITS and non-UCITS domiciled), ETFs (such as EMKT for emerging markets, TEKY for next-gen technologies, and THMZ for megatrends), and specialized thematic strategies (digital assets, emerging markets equity). The firm provides UK domiciled onshore funds, European offshore mutual funds, and manages the Mid Wynd International Investment Trust plc. Investment solutions are designed for different client types including institutional investors, wealth management clients, and retirement-focused investors, with strategies spanning global, regional, and country-specific approaches.

Differentiator

Problem solved

Functional benefit

Brands

  • Lazard Rathmore: An all-weather strategy combining traditional and alternative investments
  • Lazard Global Listed Infrastructure (GLIF)
  • Lazard Equity Megatrends ETF (THMZ)
  • Lazard Emerging Markets
  • Mid Wynd International Investment Trust plc

Products and services

  • Lazard Global Total Return and Income Fund
  • Lazard US Equity Focus Portfolio
  • Lazard US Short Duration Fixed Income Portfolio
  • Lazard US Small Cap Equity Select Portfolio
  • Lazard Retirement Emerging Markets Equity Portfolio
  • Lazard Opportunistic Strategies Portfolio
  • Digital Assets & Distributed Ledger Technology Strategy
  • Lazard Emerging Markets Equity Advantage Portfolio
  • Lazard Developing Markets Equity Portfolio
  • Lazard Next Gen Technologies ETF (TEKY)
  • Lazard Equity Megatrends ETF (THMZ)
  • Lazard Emerging Markets Core Equity ETF (EMKT)
  • Lazard Global Listed Infrastructure Strategy
  • Lazard Rathmore Strategy
  • Quant Advantage
  • US Systematic Strategy
  • Emerging Markets Strategy

Quantifiable outcome

  • Approximately two-thirds of AUM is outperforming benchmark
  • +4 more outcomes

Companies that use Lazard Asset Management

Customer profile

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Lazard Asset Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Lazard Asset Management partnerships and signals

Strategic signal

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Lazard Asset Management competitors and assessment

Company assessment

Market position

Competitive moat6 records

Key highlights7 records

Customer concentration

Lazard Asset Management social profiles

Digital presence

Lazard Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Lazard Asset Management leadership team

Management profile

Number of profiles

Profiles13 records

Lazard Asset Management subsidiaries and ownership

Company hierarchy

Subsidiaries12 records

Lazard Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Lazard Asset Management M&A and investment

M&A and investment

M&A1 record

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lazard Asset Management

What does Lazard Asset Management do?

Lazard Asset Management is the asset management division of Lazard, Inc. (NYSE: LAZ) managing $284.8 billion in client assets across equities, fixed income, multi-asset, real assets, and alternatives. The firm offers mutual funds (UCITS and non-UCITS), actively managed ETFs (including EMKT, TEKY, and THMZ), institutional separate accounts, and specialized thematic and systematic strategies distributed globally. Clients include institutional investors, wealth managers, family offices, and high net worth individuals served through direct institutional sales, financial adviser networks, investment platforms, and ETF marketplaces.

Is Lazard Asset Management a public or private company?

Lazard Asset Management is a private company. It is classified as corporate owned and is currently operating.

When was Lazard Asset Management founded?

Lazard Asset Management was founded in 1848. It employs 1,001 to 5,000 people.

Where is Lazard Asset Management based?

Lazard Asset Management is headquartered in New York, United States, in the North America region.

How does Lazard Asset Management make money?

Three revenue lines are on record. Asset Management Fees are the primary driver. The others are fund Distribution and ETF Management.

Does Lazard Asset Management have an API?

No public API is recorded for Lazard Asset Management.

What industry is Lazard Asset Management in?

Lazard Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAAIAL, Quantitative/Systematic Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
Portfolio AdviserLazard launches Europe ex-UK quant fundLazard Asset Management launched the Lazard Europe ex-UK Equity Advantage fund, a UCITS vehicle managed by its Equity Advantage team. The team, led by Paul Moghtader, oversees $50.9bn in assets and combines bottom-up stock selection with a quantitatively-driven framework. The fund will sit alongside Lazard's Global and Emerging Markets Equity Advantage portfolios.PR NewswireLazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in AugustLazard Global Total Return and Income Fund declared a $0.15340 per share monthly distribution, payable October 22, 2026 to shareholders of record October 13, 2026. The distribution is estimated to come from net investment income, capital gains, and return of capital, with return of capital making up 43% of the current distribution.Ticker ReportLazard Global Total Return and Income Fund (NYSE:LGI) Stock Passes Above 50 Day Moving Average – Time to Sell?Lazard Global Total Return and Income Fund shares crossed above their 50-day moving average on Wednesday, trading at $18.15 against a 50-day average of $18.38. The fund declared a $0.1534 monthly dividend with a 10.1% yield, payable September 22nd. Several institutional investors acquired new stakes in the fund.Seeking AlphaLazard Real Assets Portfolio Q2 2026 CommentaryLazard Asset Management reported that its Real Assets Portfolio's institutional shares gained 1.2% in the second quarter, outperforming the Real Assets Blend Index's 0.4% gain. Outperformance was driven by real estate, especially health care, multi-family and industrial REITs, while diversified ex-US real estate and commodities, particularly energy and precious metals, detracted. The firm remains cautiously optimistic, citing AI-driven resilience and falling energy prices alongside persistent inflation and geopolitical risks.Seeking AlphaLazard Opportunistic Strategies Portfolio Q2 2026 Commentary (LCAIX)Lazard Asset Management reported that its Opportunistic Strategies Portfolio's Institutional and Open shares rose 8.81% and 8.79% in the second quarter, outperforming the Global Asset Allocation Blended Index at 8.52% but trailing the MSCI World Index at 13.76%. Trending investments, at 43.0% of the portfolio, and contrarian investments, at 20.1%, both beat the blended index and US fixed income.NateJeollabuk-do holds the '7th Genie Forum'... Seeking to leap to a global asset management hub: Nate NewsJeonbuk Province, Jeonju City, the National Pension Service and KB Financial Group will hold the 7th GENIE Forum on the 3rd and 4th of next month at the National Pension Service's Fund Management Headquarters, under the theme "Beyond Geopolitical Economic Volatility, Rising as a Global Asset Management Hub." Foreign institutions including Lazard Asset Management and the UK Financial Conduct Authority will participate for the first time.FinanzNachrichten.deWandelanleihen: Comeback mit RisikopufferArnaud Brillois, head of Lazard Asset Management's global convertible team, says convertible bonds have staged a notable comeback since early 2025, gaining with rising markets while taking smaller hits in volatile phases. He cites attractive yield spreads and an active primary market as drivers. The full article was not included.AijournLazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in JulyLazard Global Total Return and Income Fund declared a monthly distribution of $0.15340 per share, payable on September 22, 2026, to shareholders of record on September 10, 2026. The fund disclosed that the distribution is composed of net investment income, long-term capital gains, and return of capital, with nearly half derived from the latter category. This announcement fulfills the fund's previously authorized Managed Distribution Policy.PR NewswireLazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in JulyLazard Global Total Return and Income Fund announced a monthly distribution of $0.15340 per share, payable on September 22, 2026, to shareholders of record as of September 10, 2026. The fund disclosed that the distribution is sourced from net investment income, realized capital gains, and return of capital, with nearly half attributed to return of capital. This announcement fulfills the fund's previously authorized Managed Distribution Policy.AdvfnLazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in JulyLazard Global Total Return and Income Fund, Inc. declared a monthly distribution of $0.15340 per share, payable on September 22, 2026, to shareholders of record as of September 10, 2026. The fund estimates that the distribution is funded by net investment income, net realized capital gains, and a significant portion classified as return of capital. This announcement serves as a routine regulatory disclosure regarding the fund's dividend policy and estimated tax characteristics.