Affiliated Managers Group Inc. (AFS)

Overview

Affiliated Managers Group, Inc. (AMG) operates as an expansive investment management company in the United States, distinguished by its partnership approach with a diverse network of leading boutique investment management firms. Since its inception in 1993, AMG has committed itself to providing a wide array of investment management services tailored towards mutual funds, institutional clients, and high net worth individuals. The company prides itself on a global presence, with headquarters located in West Palm Beach, Florida, and additional offices spanning across Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware. This expansive reach reflects AMG's strategic vision to cater to a broad spectrum of client needs across various geographical locations and investment markets.

Products and Services

AMG offers a comprehensive suite of investment management services and products, designed to meet the nuanced needs of a diverse clientele. These include:

• Advisory and Sub-advisory Services: Focused on mutual funds, AMG equips funds with strategic advisory or sub-advisory expertise, leveraging the specialized capabilities of its affiliate firms.
• Retail and Institutional Distribution: The company ensures broad distribution of funds to retail, high net worth, and institutional clients. This distribution is facilitated through various intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments.
• Investment Styles and Products: AMG's investment offerings cover a range of styles for the institutional channel, such as small to large cap value and growth equity, and emerging markets. These offerings cater to specific investor preferences and financial goals.
• Quantitative, Alternative, and Fixed Income Products: Beyond traditional equity products, AMG specializes in quantitative, alternative, and fixed income strategies. These products aim to diversify client portfolios and mitigate risk.
• Foundation and Endowment Management: Recognizing the unique investment needs of foundations and endowments, AMG provides tailored asset management solutions to support the long-term financial objectives of these entities.
• Defined Benefit and Contribution Plans: AMG services corporations and municipalities by managing assets for both defined benefit and defined contribution retirement plans, ensuring financial stability for future retiree benefits.
• Customized Investment Counseling and Fiduciary Services: For clients seeking more personalized investment guidance, AMG offers customized investment counseling and fulfills fiduciary duties with a high level of professionalism and integrity.