Profile: Affiliated Managers Group Inc (AMG)
23 Jan 2017
Affiliated Managers Group, Inc., incorporated on December 29, 1993, is an asset management company with equity investments in boutique investment management firms (Affiliates). The Company is focused on investing in the boutique investment management firms globally, including traditional, alternative and wealth management firms, specializing in an array of active return-oriented investment strategies. The Company manages assets in its three distribution channels: Institutional, Mutual Fund and High Net Worth. Through its Affiliates, the Company manages active return-oriented strategies primarily through separate accounts for large institutional investors around the world, including foundations, endowments, sovereign wealth funds and retirement plans for corporations and municipalities. The Company's aggregate assets under management are $611.3 billion in over 500 investment products across a range of active return-oriented strategies and distribution channels.
Institutional Distribution Channel
The Company's Institutional Distribution Channel, through its Affiliates, manages active return-oriented strategies primarily through separate accounts for large institutional investors around the world, including foundations, endowments, sovereign wealth funds and retirement plans for corporations and municipalities. The Company's institutional investment services and products are distributed by sales and marketing professionals developing institutional business through direct sales efforts and established relationships with pension consultants around the world. Its global distribution platform operates in various markets, including offices in Sydney, serving institutional investors in Australia and New Zealand; London, serving institutional investors in the United Kingdom and continental Europe; Zurich, serving institutional investors in Switzerland; Dubai, serving institutional investors in the Middle East, and Hong Kong, serving institutional investors in Asia. The Company's Affiliates manage assets for the non-United States clients in over 50 countries, including all developed markets.
Mutual Fund Distribution Channel
The Company, through its Affiliates and AMG Funds, its United States retail platform, provides advisory or sub-advisory services to active return-oriented mutual funds, undertakings for collective investment in transferable securities (UCITS) and other retail products. These products are distributed globally to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, wrap sponsor platforms and bank trust departments.
High Net Worth Distribution Channel
The Company, through its affiliates, provides advisory services to high net worth and ultra-high net worth individuals, families, trusts, foundations, endowments and retirement plans. Direct services to these clients include customized investment counseling, investment management, financial, tax and estate planning and family office services. Through its Affiliates, the Company also provides advisory services to high net worth individuals through managed account relationships with intermediaries, such as brokerage firms and through AMG Funds, it provides enhanced managed account distribution and administration capabilities to individual managed account clients.
Affiliated Managers Group Inc
777 S Flagler Dr
WEST PALM BEACH FL 33401-6161