Lsv Asset Management

LSV Asset Management, established in October 1994, specializes in providing discretionary investment management services for institutional investors and commingled investment funds. The firm manages portfolios of publicly traded global equity securities using a proprietary quantitative model. LSV offers model portfolios and had approximately $91 billion in discretionary assets under management as of December 31, 2024. For fees, LSV's standard managed account investment management fee schedules vary based on asset size and range from 30 to 150 basis points. The minimum account size typically ranges from $10 million to $100 million, with the firm accepting smaller investments on a case-by-case basis. LSV acts as a fiduciary and is a signatory to the Principles for Responsible Investment (PRI), incorporating environmental, social, and governance (ESG) factors into its investment decision-making processes. The firm does not engage in securities lending and does not take physical custody of client assets. LSV's proxy voting responsibilities are managed by an independent third party, Glass Lewis & Co., with a focus on voting in the best interests of clients. The firm's Code of Ethics ensures high ethical standards and compliance with regulatory requirements.