Victory Capital depends heavily on charging for active investing, but more investors are moving to low-cost funds and app-based advice that could squeeze what it can charge and slow new money coming in. The bigger question is whether its deal-making and growing lineup of exchange-traded funds can keep customers and profits steady—or whether integration hiccups and shifting client preferences start to bite.Read more
Victory Capital pushes beyond the U.S. by plugging into a major global partner’s distribution network and folding in a recent acquisition, aiming to bring in more client money over time. The upside rests on better product mix and cost savings, but ongoing client withdrawals and fee pressure could keep profits from improving as hoped.Read more
Victory Capital looks like it could get a bigger lift than many expect from folding in its recent deals and pushing harder into low-cost fund products and overseas retirement markets. But it also faces a tough backdrop as investors keep moving away from traditional stock-picking funds and toward cheaper, more automated options.Read more
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Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. The company also provides various investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETF), institutional separate accounts, variable insurance products, alternative investments, private closed end funds, and a 529 education savings plan; and third-party investment products, such as mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, undertakings for the collective investment in transferable securities, and other pooled vehicles. In addition, it offers investment management services, fund administration services, fund transfer agent services, and fund distribution services. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.
