Home   |   Site Map   |   Contact Us
US Canada Europe Australia Singapore

   Products & Services
   About PIMCO
   CEO Letter
   Head of Europe Letter
   Our Approach
   Milestones
   PIMCO Europe Milestones
   History
   Press Centre
   Bond Resources
   Career Information
   Content Archive

 

 

Milestones

2009 $940.4 Billion in Assets Under Management (as of 30 September 2009)

2008 $712 Billion in Assets Under Management

  • PIMCO won the "Global Fixed Income Manager of the Year" for the Specialist and Alternative Investment Manager Awards from Professional Pensions.
  • PIMCO was awarded for "Investment Excellence in U.S. Fixed Income" and "Investment Excellence in Global Fixed Income" by Global Investor.
  • Money Management Letter awarded PIMCO as "Bond Manager of the Year" (U.S. public plan).
  • PIMCO was awarded the "2008 Fixed Income Provider of the Year" by Global Pensions Magazine.

2007 $746.3 Billion in Assets Under Management

  • Bill Gross and PIMCO team selected as the Morningstar "Fixed-Income Manager of the Year" – for the third time in ten years (2007, 2000, 1998).
  • PIMCO was awarded "2007 Credit Investor of the Year" by Derivatives Week
  • Foundation & Endowment Money Management awarded PIMCO "Nonprofit Bond Manager of the Year."
  • PIMCO was named the winner for High Yield Bond Manager of the year for 2007 by Pensions Management.
  • Investment Advisor Magazine named Bill Gross as one of the most influential individuals on Wall Street in May 2007.

2006 $667.7 Billion in Assets Under Management

  • Financial News named PIMCO "Global Fixed Income Manager of the Year" for 2006.
  • Securitization News named PIMCO "Investor of the Year."
  • Global Pensions Magazine awarded PIMCO "Fixed Income Manager of the Year" for 2006
  • PIMCO was recognized as "Bond Manager of the Year" by Money Management Letter.
  • Foundation & Endowment Money Management awarded PIMCO "Bond Manager of the Year."

2004 $445.7 Billion in Assets Under Management

  • Treasury Inflation-Protected Securities (TIPS) mandates, including our Commodity strategy, increased by $6.4 billion since year-end 2003.

2003 $373.7 Billion in Assets Under Management

  • Bill Gross ranked number ten in Fortune magazine’s listing of "The 25 Most Powerful People in Business."
  • London office received 2003 Global Investor magazine “Awards for Investment Excellence” in European Fixed-Income and Emerging Markets Debt categories.
  • Financial News recognised PIMCO with 2003 Award for Excellence as “European Fixed Income Manager Firm of the Year” and "Nordic Asset Management Firm of the Year.”

2002 $304.6 Billion in Assets Under Management

  • Bill Gross and team were named 2002 "European Bond Manager of the Year," and "European Investment Personality of the Year" by the prestigious Financial News "Awards for Excellence in Institutional Asset Management."

2001 $241.3 Billion in Assets Under Management

  • PIMCO's Real Return Bond Fund tops $1 billion in assets under management, making it the largest such fund in the US.
  • PIMCO recognised as the "Fixed Income Manager of the Year" by the European Pensions Awards group in Brussels, Belgium.
  • Allianz announces completion of the acquisition of one of the largest banks in Germany, Dresdner Bank.
  • PIMCO announces the winner of its inaugural "Investing Globally" essay contest. The winner was Mark Mateson with his essay titled "The Garden of Global Investing." Mateson was the recipient of a $5,000 grand prize.
  • PIMCO announces that it will now be offering a new class of shares for its popular GNMA fund for individual investors.
  • PIMCO, in a press release, made it very clear that they believed the Treasury Inflation Indexed Securities (TIPS) were here to stay.

2000 $215.7 Billion in Assets Under Management

  • Bill Gross and PIMCO team selected as Morningstar’s fixed income manager of the year – for the second time.
  • Allianz completes acquisition of PIMCO Advisors.
  • Allianz announces completion of the acquisition of Nicholas Applegate, the US money manager. Based in San Diego, Nicholas Applegate is known for its management of growth equity strategies for US, global and emerging market portfolios. At the time of the acquisition, Nicholas Applegate managed nearly $35 billion and serviced more than 450 institutional clients. The firm had 445 employees, including more than 70 investment professionals.
  • PIMCO expands in Asia-Pacific market.

1999 $186 Billion in Assets Under Management

  • Allianz AG acquires a 70% interest in PIMCO Advisors Holdings L.P.
  • Distribution agreement reached with Banque du Louvre.
  • New Convertible Bond Fund launched.
  • PIMCO Funds grows to $50 billion in assets under management.
  • Total Return Fund tops $25 billion to become the world’s largest bond fund.

1998 $158 Billion in Assets Under Management

  • Offices opened in Singapore, Tokyo, London, and Sydney.
  • PIMCO Total Return Fund attracts nearly $280 million in the first six weeks available in Japan.
  • PIMCO Total Return Fund tops $20 billion and becomes the largest bond fund in the nation.
  • PIMCO achieves 200 clients with separate account portfolios.

1997 $118 Billion in Assets Under Management

1996 $88 Billion in Assets Under Management

  • Mutual fund groups combine to form the PIMCO Funds with $24 billion under management.

1995 $76 Billion in Assets Under Management

  • Emerging market bonds in portfolios introduced.
  • Dedicated High Yield product created (launched in 1992).
  • 150 clients with separate account portfolios.

1994 $57 Billion in Assets Under Management

  • PIMCO becomes part of a publicly traded limited partnership (PIMCO Advisors L.P.) traded under the NYSE symbol: PA.

1990 $29 Billion in Assets Under Management

  • Introduced the use of international bonds in Total Return portfolios.
  • First offshore mandate achieved and 100 clients with separate account portfolios serviced.
  • Dedicated international and mortgage bond products created.
  • StocksPLUS (Enhanced Equity Index) product created (launched 1986).

1985 $10 Billion in Assets Under Management

  • Pioneered use of derivatives in Total Return portfolios.
  • PIMCO formalised independence from parent company.
  • 50 clients with separate account portfolios serviced. 

1980 $1.5 Billion in Assets Under Management

  • Dedicated Low Duration product created.
  • First large pension fund mandate achieved. 

1975 $40 Million in Assets Under Management

  • Efforts focused on managing fixed income portfolios.
  • Total Return approach created.
  • Use of mortgage-backed securities introduced in Total Return fixed income portfolios.

1971 Company Founded with $12 Million in Assets Under Management

 



Products & Services   |   About PIMCO   |   Press Centre
Bond Resources   |   Career Information   |   Content Archive