Australian Students Asset Management

Name

Australian Students Asset Management

Legal name

Australian Students Asset Management

Website

https://australianstudentsam.org

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Non-Profit Student Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Educational Support Services (611710)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)

akta.pro secondary industry

Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH)

Keywords

• Student investment fund
• Non-profit asset management
• Public ancillary fund
• Equity research education
• Charitable investment fund

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Donations: ASAM accepts public donations as a registered Public Ancillary Fund. All donations are invested into a long-only, Australian equities portfolio. The fund does not charge fees for its educational programs.
2. Investment Returns: ASAM generates returns through investing in ASX-listed companies. At the end of each financial year, 4% of total assets under management are donated to registered Australian charities, with the remainder reinvested into the fund.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Australian Students Asset Management (ASAM) is a registered Public Ancillary Fund that operates as a student-run investment fund managing a long-only Australian equities portfolio. The organization runs two 12-week Stock Pitch Programs annually where university students research ASX300 companies, develop financial models, and present stock pitches under industry mentor guidance. All donations are fully invested in ASX-listed companies, with 4% of total assets under management distributed annually to registered Australian charities.

Product overview

Australian Students Asset Management (ASAM) is a single, unified offering: a student-run investment fund combining a 12-week Stock Pitch Program with a live Long-Only Australian Equities Portfolio. Students gain hands-on experience through internal workshops (Excel, DCF, LBO), mentorship from industry professionals, and alumni career support. The fund operates as a Public Ancillary Fund, donating 4% of assets under management to Australian charities annually.

Differentiator

Problem solved

Functional benefit

Products and services

• Stock Pitch Program A 12-week structured educational program where university students work in teams to fundamentally evaluate and pitch stocks from ASX300 companies, developing financial models, valuation skills, and presentation capabilities under industry mentorship. Two cohorts run annually (March-May and August-October) aligned with Australian university semesters.
• Long-Only Australian Equities Portfolio A professionally managed investment fund investing in ASX-listed companies, with positions sized at a maximum of 10% per idea and 40% per GICS industry sector, following a value investing approach with quantitative, qualitative, and ESG screening.
• Mentor Program A 12-week industry mentorship program matching professionals with student teams for equity research guidance, featuring six 30-45 minute Zoom sessions over the program cycle with groups of 5-6 students per mentor.
• Event Collaborations Industry partnership events including panel discussions, networking sessions, workshops, and case competitions connecting students with funds management professionals.
• Internal Team Workshops Fortnightly in-person workshops covering Excel fundamentals, comparables analysis, DCF modeling, LBO valuation, and mock pitch presentations to build practical investment skills among student members.
• Alumni Network & Employment Support Career development program connecting former ASAM members with internships and graduate roles at investment banks, hedge funds, and large asset managers across Australia and abroad, with approximately 90% placement rate among program graduates.
• Business Team Roles Recruitment program for students to join ASAM's operations across sponsorships, events, publications, and social media functions, supporting capital raising and industry partnerships.
• Fact Sheets Monthly and quarterly reports providing fund performance data and portfolio composition for ASAM's long-only Australian equities fund, including the April Monthly Factsheet and Q3 Quarterly Factsheet.

Quantifiable outcome

• ~90% of ASAM program graduates secure internships and graduate roles at top finance firms
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core.

• EY (Ernst & Young)coreImplementation/ SI/ Consulting PartnerEY serves as the auditor for ASAM, providing independent financial statement verification and ensuring industry best practices in financial reporting and compliance.
• CitcocoreImplementation/ SI/ Consulting PartnerCitco serves as the fund administrator, providing back-office operations support including NAV calculations, investor reporting, and transaction processing.
• BTIGcoreTechnology or IntegrationBTIG serves as the broker for ASAM, facilitating trade execution and providing market access for the fund's Australian equities portfolio.
• PerpetualcoreTechnology or IntegrationPerpetual serves as the custodian for ASAM, safeguarding the fund's assets and providing secure custody services for the investment portfolio.
• AIMA (Alternative Investment Management Association)coreStrategic or Co-development PartnerASAM is a member of AIMA, the global hedge fund and alternative investments industry association. This affiliation provides access to industry resources, networking opportunities, and credibility within the alternative investment community.
• ASIC (Australian Securities and Investments Commission)coreOthersASAM maintains company registration with ASIC, ensuring regulatory compliance with Australian financial services and corporate regulations.
• ACNC (Australian Charities and Not-for-Profits Commission)coreOthersASAM is registered as a Public Ancillary Fund with the ACNC, enabling the organization to accept tax-deductible donations and operate as a registered charity.
• ATO (Australian Taxation Office)coreOthersASAM holds tax-exempt status as a registered charity, as confirmed by the ATO, enabling donations to be tax-deductible and reducing the fund's tax burden.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Perpetual: One of Australia's largest asset managers, providing both active funds management and corporate trustee services. Perpetual is directly comparable as a custodian partner of ASAM and operates in the same Australian asset management category, though at vastly larger scale.
• Vanguard Australia: Global investment manager with a large Australian business spanning index funds, ETFs, and active strategies. Vanguard is comparable as a broad Australian asset manager operating across equity strategies relevant to ASAM's universe.
• BetaShares: Leading Australian ETF issuer and fund manager with broad exposure to Australian and global equities. BetaShares is comparable as an Australian-domiciled asset manager that runs equity-focused products and has been a partner/event collaborator of ASAM.
• BlackRock Australia: Local arm of the world's largest asset manager, offering iShares ETFs and institutional mandates across Australian and global equities. BlackRock is comparable as a major incumbent in the Australian asset management space ASAM operates in.
• Magellan Asset Management: Sydney-based global equities manager known for high-conviction, fundamentals-driven investing. Magellan is comparable as an Australian-domiciled active equities specialist following a similar long-only, research-intensive philosophy, but at institutional scale.
• Platinum Asset Management: Australian active equities manager running concentrated global and Asian mandates with a value-tilted, fundamental research approach. Platinum is comparable in investment philosophy (research-driven, concentrated equities) but operates at much larger AUM scale.

Others

• BTIG: Global financial services firm offering institutional brokerage, trading, and investment banking. BTIG is comparable as ASAM's broker providing trade execution and market access for the long-only Australian equities portfolio.
• Ernst & Young (EY): Big Four professional services firm serving as ASAM's auditor. EY is comparable as a critical service partner that provides the institutional-grade audit infrastructure underpinning ASAM's fund operations.
• AIMA (Alternative Investment Management Association): Global hedge fund and alternative investment industry association of which ASAM is a member. AIMA is comparable as the industry body that legitimizes ASAM's fund management activity and connects it to the broader alternative investment community.
• Citco: Global fund administration and outsourcing provider specializing in alternative investments. Citco is comparable as ASAM's fund administrator providing NAV calculation and back-office services, reflecting how a small fund operates with institutional infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/australian-students-asset-management

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Australian Students Asset Management