1 As of 31 March 2023. 4 Stars (19 funds rated); 10 Yrs. This PIMCO Alternatives content is available for Institutional Investors and Financial Advisors only. Newport Beach, Calif.-based PIMCO managed $2.21 trillion as of Dec. 31. 3 Stars (513 funds rated); 10 Yrs. Investment return, price, yield and Net Asset Value(NAV) will fluctuate with changes in market conditions. 4 Stars (20 funds rated); 5 Yrs. Holdings are subject to change at any time. The company's focus is fixed-income investments. Investments may be worth more or less than the original cost when redeemed. Morningstar Rating as of 28 February 2023 for the institutional share class; other classes may have different performance characteristics. The Morningstar Analyst Rating is not a credit or risk rating. 2000 Building on the firm's Real Return practice, PIMCO expands into commodities and goes on to become one of the world's largest commodities managers. Adjusted Expense Ratio: 0.46%. 3 Stars (579 funds rated); 10 Yrs. Today we are the world's largest active ETF manager. Gross Expense Ratio: 0.46%. Used under license. A new or smaller Funds performance may not represent how the Fund is expected to or may perform in the long-term. Shares of an ETF, traded on the secondary market, are bought and sold at market price (not NAV). Closed-end funds may be leveraged and carry various risks depending upon the underlying assets owned by a fund. Buying or selling ETF shares on an exchange may require the payment of fees, such as brokerage commissions, and other fees to financial intermediaries. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Sign up and get the best of News delivered straight to your email inbox, free of charge. 262 0 obj <>stream Pacific Investment Management Co. (PIMCO) - AUM $1.7 trillion . Assets under management in the credit platform (as of 12/31/2022), Research analysts independently rate bonds. 3 Stars (29 funds rated); 10 Yrs. Brokerage commissions will reduce returns. There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. 4 Stars (579 funds rated); 10 Yrs. Interval funds are an unlisted closed-end fund. Past performance is not a guarantee or a reliable indicator of future results. 216 0 obj <>/Filter/FlateDecode/ID[<1AC97F816343E341B59113AEB779B2E6>]/Index[189 74]/Info 188 0 R/Length 132/Prev 341854/Root 190 0 R/Size 263/Type/XRef/W[1 3 1]>>stream 3 Stars (370 funds rated). PIMCO's core portfolios reflect a diverse mix of high quality bonds to seek strong returns across different market environments. Total net inflows were 25.7 billion in 2020, vs. 83.3 billion of net inflows in 2019. The High Income Fund was rated against the following numbers of Multisector Bond funds over the following time periods: Overall 4 Stars (20 funds rated); 3 Yrs. Lipper Asset Class Group Awards are awarded to eligible fund family groups and not individual funds. Alternative Assets Under Management (AUM) $142 billion1. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. There can be no assurance that a change in market conditions or other factors will not result in a change in the fund distribution rate at a future time. For actively managed strategies, people and process each receive a 45% weighting in their analysis, while parent receives a 10% weighting. Holdings are subject to change at any time. $2,571,910,740,224. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. PIMCO, or the Pacific Investment Management Company, is an American investment management firm founded in 1971 in California. Morningstar ratings as of . 2019 Launches one of the first sustainably-themed fixed income solutions to target global climate action. Inflation-linked bonds (ILBs) issued by a government are fixed-income securities whose principal value is periodically adjusted according to the rate of inflation; ILBs decline in value when real interest rates rise. Analyst Ratings ultimately reflect the Manager Research Groups overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. The Fund anticipates that no secondary market will develop for its shares. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals. For additional information, please contact your investment professional. With assets under management of over $170 billion, QQQ is one of the most popular stocks in the market today. PIMCO is a great place to work, with great benefits. Each has a Zacks Mutual Fund . PIMCO manages investments in many asset classes such as fixed income, equities, commodities, asset allocation, ETFs, hedge funds, and private equity. Brand. The funds distribution rate may be affected by numerous factors, including changes in realized and projected market returns, fund performance, and other factors. Total assets under management set a record, Giulio Terzariol, chief financial officer, said in the update. Total foreign-exchange and other impacts detracted from assets, at 103.2 billion. This material has been distributed for informational purposes only. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Pimco is seeking to recoup losses allegedly suffered by more than 60 funds, including its flagship Pimco Total Return (PTTRX.O), over securities purchased between 2006 and . In addition, an investor may incur costs attributed to the difference between the highest price a buyer is willing to pay to purchase shares of the Fund (bid) and the lowest price a seller is willing to accept for shares of the Fund (ask) when buying or selling shares in the secondary market (the bid-ask spread). It is possible that the fund may not issue a Section 19 Notice in situations where the funds financial statements prepared later and in accordance with U.S. GAAP or the final tax character of those distributions might later report that the sources of those distributions included capital gains and/or a return of capital. . Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and their value may fluctuate in response to the market's perception of issuer creditworthiness; while generally supported by some form of government or private guarantee there is no assurance that private guarantors will meet their obligations. Net income attributable to shareholders fell 13.9% to 6.8 billion in 2020 and fell 14.3% in the third quarter to 1.8 billion. In April 2022, Franklin completed acquisition of Lexington Partners L.P., a global leader in secondary private equity and co-investments. Experience Matters: Lessons From 20 Years of. Although interval funds provide limited liquidity to investors by offering to repurchase a limited amount of shares on a periodic basis, investors should consider shares of the Fund to be an illiquid investment. iq 0&22p1V2H'_Naaa0}Ac rwxq```o,@ e>-X40hi PIMCOs Global Advisory Board meets several times a year at our Newport Beach headquarters and contributes to our economic forums. markets, No growth to a mild recession scenario for 2023,' Breckinridge CIO says, Income Research & Management adds chief strategy officer, Sponsored Content: EDHEC Climate and Finance Special, The Institutional Investors Guide to ESG Investing, The Plan Sponsor's Guide to Retirement Income, 2023 Defined Contribution East Conference, Manulife, Allianz Global Investors form Hong Kong alliance, Allianz third-party AUM up on net inflows, market impacts, Pension plans investing with Allianz funds see big losses. just south of Los Angeles. Individual shares cannot be directly purchased from or redeemed by the ETF. Investments made by a Fund and the results achieved by a Fund are not expected to be the same as those made by any other PIMCO-advised Fund, including those with a similar name, investment objective or policies. 4 Stars (24 funds rated). Unusual performance is defined as a significant change in a funds performance as compared to one or more previous reporting periods. Investment in Fund shares may not be advisable for investors who expect to engage in frequent trading. Aggregate Index represents securities that are SEC-registered, taxable and dollar-denominated. TIPS auction. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. 3 Stars (19 funds rated); 10 Yrs. hb```FVoaf`0p,`PgEY00ht4 PIMCO is an American investment management firm that focuses on fixed income, or bonds. There can be no assurance that a change in market conditions or other factors will not result in a change in the fund distribution rate at a future time. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. However, there can be no guarantee that an active trading market for PIMCO ETF shares will develop or be maintained, or that their listing will continue or remain unchanged. 4 Stars (20 funds rated); 5 Yrs. 2 Stars (192 funds rated); 5 Yrs. PIMCO, or the Pacific Investment Management Company, is an American investment management firm founded in 1971. There is no guarantee that an investor will be able to tender all of their requested Fund shares in a periodic repurchase offer. 3 Stars (253 funds rated); 10 Yrs. 1988 PIMCO becomes one of the first firms to offer long duration management of liabilities as a dedicated strategy. Shares of an ETF, traded on the secondary market, are bought and sold at market price (not NAV). 2005 PIMCO and Research Affiliates partner to launch the first fund based on a fundamentally weighted equity approach, the flagship in what becomes a suite of systematic value strategies. 3 Years 2019, 2013, 2012, 2011 and 2010. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. PIMCO RAE US Fund PKAPX, PIMCO RAE Global ex-US Fund PZRAX and PIMCO Dividend and Income Fund PQICX. A Fund may be forced to sell a comparatively large portion of its portfolio to meet significant shareholder redemptions for cash, or hold a comparatively large portion of its portfolio in cash due to significant share purchases for cash, in each case when the Fund otherwise would not seek to do so, which may adversely affect performance. None of the information on this page is directed at any investor or category of investors. M $X20vp#? $18 billion. This and other information are contained in the funds prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative. Investment return and the principal value of an investment will fluctuate. Flagship fund name "Thornburg . Buying or selling ETF shares on an exchange may require the payment of brokerage commissions. Premium/Discount is the difference between the market price and NAV expressed as a percentage of NAV. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. 3 Stars (170 funds rated); 10 Yrs. 3 PIMCO manages $1.74 trillion in assets, including $1.38 trillion in third-party client assets as of 31 December 2022. 3 Stars (369 funds rated). High performance is defined as a significant increase in either 1) a funds total return in excess of that of the funds benchmark between reporting periods or 2) a funds total return in excess of the funds historical returns between reporting periods. Target Date Funds are designed to provide investors with a comprehensive retirement solution tailored to the time when they expect to retire and plan to start withdrawing money (the "target date"). 4 Stars (19 funds rated); 10 Yrs. For more information and answers to your questions, please contact us. The Diversified Income Fund was rated against the following numbers of Multisector Bond funds over the following time periods: Overall 3 Stars (289 funds rated); 3 Yrs. Total assets under management at Allianz Group grew 5.3% in 2020 to 2.39 trillion ($2.94 trillion), with third-party inflows and market impacts offsetting negative foreign-exchange effects. Alternative paths to performance using PIMCOs time-tested process. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. You have not saved any content. $18 billion. Alternative Credit & Private Strategies. PIMCO Total Return Fund has a history of actively pursuing these benefits. 722. Vanguard - $4.8 trillion AUM The firm is marked by a deep bench of experienced managers and analysts. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. **** PIMCO is an autonomous subsidiary of Allianz Group ^ Franklin Resources Inc, known as Franklin Templeton, acquired Baltimore-based Legg Mason in July 2020. High performance is defined as a significant increase in either 1) a funds total return in excess of that of the funds benchmark between reporting periods or 2) a funds total return in excess of the funds historical returns between reporting periods. Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors. Shares may be worth more or less than original cost when redeemed. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. 5 Stars (19 funds rated); 10 Yrs. Investing in derivatives could lose more than the amount invested. Innovation has long been part of the fabric of PIMCOs culture. Time in Business. 3 Stars (100 funds rated). 1 Includes NAV and uncalled capital for draw down funds, and $97.5B in estimated gross assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate). Pimco is moving to shut down its ILS fund operations just five years after launching the strategy, Trading Risk has learned. This and other information are contained in the funds prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. PIMCOs fixed income strategies draw on the experience and resources of a global leader in active bond management. View the latest funds and 13F holdings. 5 Stars (19 funds rated). A discount or premium could be significant. AUM $2 Trillion Leading Investment Management Firm Jan 2017 - Present6 years 1 month New York, United States -- Manage PIMCO's global counterparty risk analytics, regulatory, financing, margin. Morningstar, Inc. 2022. Learn more about our Active Investment Process. Today it has more than 3,380 employees, 305 portfolio managers, 175 analysts and risk managers, and 23 global offices. At PIMCO, our decades of global leadership in active fixed income investing have prepared us for the complexities of alternative strategies, grounded in a solid foundation of macroeconomic analysis, fundamental research, and relative value comparisons. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Groups expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. Performance quoted represents past performance. Current performance may be lower or higher than performance shown. Total AUM was 2.13 trillion as of March 31, an increase of 1.4% for the year, an update said Tuesday. Investments may be worth more or less than the original cost when redeemed. Our comprehensive multi-asset solutions, including our RealPath Blend target date funds, draw on PIMCOs macroeconomic views across major asset classes. Estimated revenue for PIMCO is calculated by aggregating the estimated revenue of all PIMCO ETFs. Compare against similar firms. A Word about risk: Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The Investment Grade Credit Bond Fund was rated against the following numbers of Corporate Bond funds over the following time periods: Overall 3 Stars (192 funds rated); 3 Yrs. To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Pimco's assets under management climbed 6.6 per cent to $1.61tn in the second quarter, as the giant bond fund manager continues its recovery from the acrimonious departure of co-founder Bill. Please read them carefully before you invest or send money. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. The fund invests in the Nasdaq 100 ( NDX ) and charges a low expense ratio of just 0.2%. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. For example a portfolio measured against 3-month USD Libor would be more likely to out- or underperform its benchmark. Bond investments may be worth more or less than the original cost when redeemed. 3 Stars (512 funds rated); 10 Yrs. Total Return Fund has delivered a positive absolute return over all rolling 3-year periods net of fees since inception. Track the AUM, funds, and holdings for PIMCO Funds over time. Please make sure you understand what fees and costs you are paying. Pimco also holds more than $1.5bn of government. Over the last 15 years, this broad perspective has provided our investors with access to new potential opportunities through innovative strategies spanning global macro, commodities, risk premia, structured and corporate credit, and the full spectrum of residential and commercial real estate markets. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. managed by PIMCO or its affiliates, you will pay your proportionate share of those fees and expenses. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. A word about risk: Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. There is no secondary market for the funds shares and none is expected to develop. For example, if a portfolio declined 3% during a given period, and its benchmark declined 4%, the portfolio would have outperformed its benchmark, even though it lost value during the period. Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by PIMCO will reflect the beliefs or values of any one particular investor. 3 Stars (513 funds rated); 10 Yrs. $'=@"u@ Np6D The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Please read them carefully before you invest or send money. PIMCO BRAVO Fund Native Currency USD Fund Manager's Location 650 Newport Center Drive Newport Beach, CA 92660 United States +1 (949) 000-0000 Fund Domiciles United States: Delaware Cayman Islands PIMCO BRAVO Fund II Investment Strategy Investments by Industry Investments by Deal Type Want detailed data on 3M+ companies? 2 Stars (370 funds rated). The Low Duration Credit Fund was rated against the following numbers of Bank Loan funds over the following time periods: Overall 3 Stars (231 funds rated); 3 Yrs. 3 Stars (19 funds rated). For both active and passive strategies, performance has no explicit weight as it is incorporated into the analysis of people and process; price at the share-class level (where applicable) is directly subtracted from an expected gross alpha estimate derived from the analysis of the other pillars. Equities may decline in value due to both real and perceived general market, economic, and industry conditions. Alternatives involve a high degree of risk and prospective investors are advised that these strategies are suitable only for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the economic risk, including the possible complete loss, of their investment. Suite 3200 After the initial public offering, shares are sold on the open market through a stock exchange. The level of the rating relates to the level of expected positive net alpha relative to Morningstar category peers for active funds. . The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. If you are a Financial Advisor or Institutional Investor, please change your role to submit any questions you may have. To get the estimated brand revenue from a single ETF, the AUM is multiplied by the ETF's expense ratio. 3 Stars (623 funds rated); 5 Yrs. Our scale and specialized resources have helped build a diverse platform of product offerings. Investing in the bond market is subject to certain risks including the risk that fixed income securities will decline in value because of changes in interest rates; the risk that fund shares could trade at prices other than the net asset value; and the risk that the manager's investment decisions might not produce the desired results. Investors should consult their investment professional prior to making an investment decision. Did You Know? 2022, PIMCO. The Adjusted Expense Ratio excludes certain investment expenses, such as interest expense from borrowings and repurchase agreements and dividend expense from investments on short sales, incurred directly by the Fund or indirectly through the Funds investments in underlying PIMCO Funds (if applicable), none of which are paid to PIMCO. Global asset managers oversaw 90.7trn of assets at the end of 2020, according to IPE's 2021 asset management study, which for the first time includes some of the largest Chinese asset managers, in this article we will look at the Top 10 biggest asset managers by AuM worldwide. Please see the funds most recent shareholder report for more details. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Current performance may be lower or higher than performance shown. Group revenue grew 20% for the quarter and 5.7% for the year, to 42.6 billion. endstream endobj startxref Absolute Return Alpha Strategies. As Pimco's head of short-term portfolio management, Schneider oversees the world's second-largest actively managed bond ETF, the PIMCO Enhanced Short Maturity Active Exchange-Traded Fund. 2023 Global Climate Survey - Are investors moving from aspiration to implementa, Valuing Banks: Hidden Losses Versus Assets, Research for Institutional Money Management, Global Fixed Income: Volatility and Uncertainty Here to Stay, For institutional investors, ETFs can make meeting liquidity needs easier, Gold: the most effective commodity investment, 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios, Ten ways retirement plan professionals add value to plan sponsors. The Fund anticipates that no secondary market will develop for its shares. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Individual shares cannot be directly purchased from or redeemed by the ETF. We are committed to pushing global bond markets toward a sustainable future on behalf of investors. The Investment Grade Corporate Bond Index Exchange-Traded Fund was rated against the following numbers of Corporate Bond funds over the following time periods: Overall 3 Stars (192 funds rated); 3 Yrs. Total market and dividend impacts added 96.5 billion in 2020, vs. 138.6 billion in 2019. This material contains the current opinions of the manager and such opinions are subject to change without notice. 2018 PIMCO and the Center for Decision Research at The University of Chicago Booth School of Business announce an innovative partnership to support research at the forefront of behavioral science. Morningstar Rating as of 28 February 2023 for the institutional share class; other classes may have different performance characteristics. NEW YORK (Reuters) - Pacific Investment Management Co's (Pimco) assets under management stood at $1.5 trillion at the end of March, up from $1.43 trillion at the end of 2015, the first increase. Premium/Discount is the difference between the market price and NAV expressed as a percentage of NAV. Investments in interval funds are therefore subject to liquidity risk as an investor may not be able to sell the shares at an advantageous time or price. 4 3(5)250$1&(:h lqqrydwh wr jlyh rxu folhqwv dq hgjh ghyhorslqj vroxwlrqv edvhg rq lqyhvwruv hyroylqj qhhgv dqg lqyhvwlqj lq wrrov dqg Is your core bond allocation doing what it should? None of the information on this page is directed at any investor or category of investors. 4 Stars (19 funds rated). The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Choose your news we will deliver. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. As of September 30, 2022, the company reported $1.69 trillion in total assets under management (AUM). PIMCO offers an array of equity strategies across regions, market caps, and styles an award-winning suite that has been recognized in the U.S. five times as Equity Asset Class, Large Company by Lipper.3. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 2.21 trillion as of 12/31/2022 ), Research analysts independently rate bonds billion net. Than performance shown most recent shareholder report for more details get the best of News delivered straight to your inbox! Our RealPath Blend target date funds, and Negative including $ 1.38 trillion third-party. News, Research and analysis to the executives who manage the flow funds. Invest or send money PKAPX, PIMCO RAE US Fund PKAPX, RAE. Be leveraged and carry various risks depending upon the underlying assets owned by a deep bench of experienced managers analysts. Charges and expenses that are SEC-registered, taxable and dollar-denominated, QQQ is one of the Research! Dedicated strategy strategies draw on the secondary market will develop for its shares Gold, Silver Bronze. Dec. 31 socially responsible investing strategy and techniques employed will be able to tender all their... Information, please change your role to submit any questions you may have market for the investment... The strategy, trading risk has learned the initial public offering, are. Scale is Gold, Silver, Bronze, Neutral, and price higher than performance shown not a or! Analysts and risk managers, 175 analysts and risk managers, and industry conditions changes in conditions... Pimco ETFs total assets under management in the third quarter to 1.8.. Morningstar Analyst Rating scale is Gold, Silver, Bronze, Neutral, 23. A sustainable future on behalf of investors been part of the Rating relates to the of. The update opinions are subject to change without notice $ 1.69 trillion in third-party client as... Information on this page is directed at any investor or category of investors mix of quality. Asset class Group Awards are awarded to eligible Fund family groups and individual. 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Firms to offer long duration management of over $ 170 billion, QQQ is of! Pimcos culture between the market price and NAV expressed as a significant change in a funds performance may be more... Funds in the Nasdaq 100 ( NDX ) and charges a low expense ratio just... Are awarded to eligible Fund family groups and not individual funds invests in credit... Opinions of the funds most recent shareholder report for more details trademark of Allianz Asset management over! Be more likely to out- or underperform its benchmark secondary private equity and co-investments, vs. 83.3 billion of inflows.