Brookfield Asset Management (BAM) Investor Day 2026 summary

Strategic growth, vision, and business model evolution

• On track to double fee-bearing capital to $1.3 trillion by 2031, with a 14% CAGR across all business groups, driven by flagship funds, complementary strategies, insurance capital, and private wealth.

• Diversification across five verticals ensures no single platform or business group contributes more than a third of revenues, supporting resilience and adaptability.

• Integration of Oaktree has created a fully scaled, global credit platform with $416 billion AUM and 700+ investment professionals, enhancing sourcing, product development, and risk management.

• Expansion into new products and adjacencies, with strategies growing from 23 in 2019 to over 60 in 2026, and non-flagship revenue now the majority of business.

• Strategic partnerships with major corporates, technology firms, and sovereign entities are expanding, targeting new mandates and repeat commitments.

Financial performance and fundraising momentum

• Record fundraising of $163 billion in the last twelve months, a 70% year-over-year increase, with $160 billion deployed and $90 billion in monetizations.

• Earnings have grown 40% since the 2022 spin-out, with fee-bearing capital reaching $670 billion, of which 88% is long-term or permanent.

• Fee-related earnings projected to grow from $3.2 billion in 2026 to $6.6 billion in 2031, with distributable earnings expected to reach $6.4 billion, representing an 18% CAGR.

• Dividend growth targeted at 15% annually, with multiple levers to potentially exceed 20% annualized earnings growth.

• Balance sheet investments are targeted to deliver 20%+ return on equity, supporting new strategies and partner manager growth.

Diversification, resilience, and platform integration

• Global reach with 250,000 operating employees in 50+ countries and a client base that has grown from 320+ in 2016 to over 2,500 in 2026.

• The credit platform spans the full spectrum, from opportunistic and real assets credit to asset-backed and corporate credit, enabling growth across market cycles.

• Product innovation has expanded strategies and solutions tailored to evolving client needs.

• Scale and breadth of relationships allow for selectivity, ensuring only the best assets and counterparties are pursued.

• Operating leverage and cost discipline support margin expansion as the business scales.