Affiliated Managers Group, Inc. (NYSE: AMG) is a leading partner to independent active investment management firms globally. AMG’s strategy is to generate long-term value by investing in a diverse array of high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG’s unique opportunity set to the areas of highest growth and return. AMG’s innovative partnership approach enables each Affiliate’s management team to own significant equity in their firm while maintaining operational and investment autonomy. In addition, AMG offers its Affiliates growth capital, global distribution, and other strategic value-added capabilities, which enhance the long-term growth of these independent businesses, and enable them to align equity incentives across generations of principals to build enduring franchises. AMG’s Affiliates offer over 500 investment products across a broad array of return-oriented strategies, to institutional and retail clients around the world.
Core Business Strategy
AMG generates growth through the internal growth of our group of existing Affiliates, which is broadly diversified by asset class, investment strategy, and client geography and type.
In addition, AMG has created shareholder value and earnings growth by identifying and making accretive investments in world-class independent investment firms, as well as incremental investments in existing Affiliates. Our unique partnership approach ensures Affiliates retain operational and investment autonomy, while gaining access to centralized support capabilities including our global distribution platform, global compliance, and strategic advisory services.
AMG is positioned to generate strong organic growth given:
- The range and diversity of our return-oriented product set
- Our strategic focus on differentiated strategies in areas attractive to sophisticated clients for the alpha portions of their investment portfolios, including global and emerging markets equities and a wide array of alternatives
- Our Affiliates’ industry-leading track records of investment performance
AMG’s Affiliates are highly diverse across investment styles, asset class exposures, and client geographies, but Affiliate partners share a commitment to generating outstanding investment results for their clients, maintaining their independence, growing their businesses, and building an enduring franchise.
Over the past quarter-century, AMG has built an unmatched track record of successful partnerships with many of the world’s leading independent investment managers and has expanded its footprint around the world.
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Diverse Global Business
- Approximately 40% of EBITDA contributed by clients domiciled outside the United States
- Institutional-oriented business with 65% of EBITDA contributed from institutions and high net worth clients
- 67% of EBITDA in global equities and alternative strategies
Our Affiliates manage assets for foundations and endowments, defined benefit and defined contribution plans for corporations and municipalities, and Taft-Hartley plans, with disciplined and focused investment styles that address the specialized needs of institutional clients.
Our Affiliates provide advisory or sub-advisory services to retail clients, directly or through our retail distribution platform AMG Funds, LLC in the U.S.
High Net Worth
Our Affiliates provide investment management or customized investment counseling and fiduciary services to high net worth individuals, families, and charitable foundations, and manage individual managed accounts via intermediaries, including brokerage firms or other sponsors.
Global Institutional Platform
AMG’s global institutional distribution platform operates in key markets around the world to extend the reach of our Affiliates’ own business development efforts; Affiliates benefit from the expertise of senior sales and marketing professionals located in Asia, Australia, Europe, the Middle East, and the U.K.
As the U.S. distribution arm of AMG, AMG Funds is a leading provider of independent investment management expertise to individual investors and financial advisors, providing single point-of-access to differentiated mutual fund products from over a dozen independent AMG Affiliates.
AMG Wealth Management
AMG has partnered with a number of leading boutique wealth advisory firms in the U.S., leveraging AMG’s successful partnership model, with an approach that is tailored to meet the unique attributes of independent wealth advisory firms.
Through our global offices, we provide investors around the world with access to industry-leading strategies from independent investment management firms.
West Palm Beach
Through our global offices, we provide investors around the world with access to industry-leading strategies from independent investment management firms.Hide The List Show The List
AMG U.S. (West Palm Beach)
777 South Flagler Drive
West Palm Beach, FL 33401+1 800.345.1100
AMG U.S. (Boston)
600 Hale Street
Prides Crossing, MA 01965+1 617.747.3300
AMG U.S. (Stamford)
680 Washington Blvd
Stamford, CT 06901+1 800.368.4410
AMG believes that sound corporate citizenship and attention to governance and environmental principles are essential to our success and that of our Affiliates. We are committed to operating with integrity, contributing to the local communities surrounding our global offices, diversity and inclusion, developing our employees, and being thoughtful stewards of natural resources. Please see our Responsibility page for details.