Affiliated Managers Group 6.75% Preferred Stock (MGRE)

Overview

Affiliated Managers Group, Inc., founded in 1993 and headquartered in West Palm Beach, Florida, represents a conglomerate of asset management firms offering a wide array of investment management services. These services cater to a diverse clientele that includes mutual funds, institutional clients, and high net worth individuals predominantly within the United States. The company distinguishes itself through a broad international presence with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware. AMG’s operational model is focused around providing advisory and subadvisory services to mutual funds, facilitating a range of investment products through direct and intermediary channels such as independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments.

Products and Services

The array of products and services offered by Affiliated Managers Group is diverse, covering various investment styles and needs:

• Advisory and Subadvisory Services to Mutual Funds: This includes managing mutual funds across a broad spectrum of asset classes, designed for retail and institutional clients who may access these services directly or through intermediaries.
• Institutional Investment Products: AMG offers a range of investment products catering to institutional clients. These cover various investment strategies including small, small/mid, mid, and large capitalization value and growth equity, as well as emerging markets.
• Quantitative, Alternative, and Fixed Income Products: Expanding beyond traditional equity investments, AMG provides clients with quantitative analysis-based products, alternatives to traditional investments, and fixed income options to meet diverse investment portfolio requirements.
• Asset Management for Foundations, Endowments, and Retirement Plans: The company manages assets for foundations and endowments, as well as for defined benefit and defined contribution plans for corporations and municipal entities. This service is crucial for long-term financial planning and sustainability for such organizations.
• Customized Investment Counseling and Fiduciary Services: Beyond standard asset management, AMG offers tailored investment counseling and acts as a fiduciary, ensuring that the financial interests of its clients are managed with the utmost care and loyalty.