Brookfield Asset Management (BAM) Investor Day 2025 summary

Strategic priorities and growth drivers

• Aims to double business size in less than five years, building on a $1 trillion platform focused on real assets and essential services, with a repeatable approach to adding new growth levers through products, partnerships, performance, and individuals.

• Positioned to benefit from global megatrends such as digitalization, de-globalization, and decarbonization, with private capital meeting outsized capital needs in these areas.

• Leadership in scaling new strategies, such as credit and energy transition, leveraging existing platforms for rapid product launches and high margins.

• Partnerships with major organizations and bilateral deals have created $40 billion in deployment opportunities for 2025, supporting both scaling and new strategy launches.

• Individual investors and insurance channels represent the next major growth frontier, with tailored products and dedicated teams targeting these segments.

Financial performance and five-year plan

• Exceeded prior five-year targets, growing fee-bearing capital from $277B to $563B and fee-related earnings from $1.3B to $2.7B, achieving 15%+ CAGR.

• Record year with $97B capital raised, $135B deployed, and $75B+ in assets sold.

• Credit business expanded from $100B to $250B in fee-bearing capital, with diversification into asset-backed finance and opportunistic credit.

• Raised $450B over five years, broadened institutional relationships, and rapidly scaled private wealth clients to 60,000.

• Next five-year plan targets doubling to $1.2T in fee-bearing capital by 2030, 16-18% annual earnings growth, and 87% of capital base being long-term or permanent, rising to 92% by 2030.

Product and platform innovation

• Over 70% of current fee revenue comes from products launched in the last decade, with new strategies like AI infrastructure and financial infrastructure funds being developed.

• Distributed generation and community solar platforms have doubled in size in two years, leveraging procurement scale and ecosystem relationships.

• Investments in sectors like K-12 education (GEMS) and shipping containers (Triton) demonstrate ability to deploy large-scale capital into essential, cash-generative assets.

• Private wealth and retail channels are being unlocked with tailored fund structures, lower minimums, and monthly liquidity, supported by a 150-person global sales force.

• Launched AI infrastructure fund to capture opportunities in the $7T+ expected capex spend for AI-related assets.