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Western & Southern Financial Group key operating metrics including Third Party Assets Under Management, environmental, and social and governance score (ESG).

Third Party Assets Under Management

$35.9B
33.5%

FY, 2020

Assets Under Management (Mutual Funds)

$25.8B
35.8%

FY, 2020

Clients Served Yearly

322K

FY, 2020

Operating Metrics

MetricsFY, 2018FY, 2019FY, 2020
Third Party Assets Under Management$23.3B$26.9B$35.9B
Assets Under Management (Mutual Funds)$15.8B$19.0B$25.8B
Clients Served Yearly315K320K322K
Life Insurance In Force$132.7B$135.9B$141.8B
Agents82K84K
Assets Under Management (Investment Management)$69.4B

Environmental, Social and Governance (ESG)

Overall

50-59 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub

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