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Upturn AI SWOT - About
MGR 
Affiliated Managers Group Inc (MGR)
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Upturn Advisory Summary
08/28/2025: MGR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 2.02% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.15B USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 |
52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 6.46% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) 20.33% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Affiliated Managers Group Inc
Company Overview
History and Background
Affiliated Managers Group (AMG) was founded in 1993. It operates as a holding company that acquires equity stakes in boutique investment management firms.
Core Business Areas
- Affiliate Investments: AMG invests in a diverse range of boutique investment firms (Affiliates) across various asset classes and investment styles. AMG provides centralized distribution, marketing, and operational support to its Affiliates.
Leadership and Structure
AMG is led by Jay C. Horgen (President and CEO). The company has a decentralized structure, allowing its Affiliates to maintain their investment autonomy while benefiting from AMG's resources and infrastructure.
Top Products and Market Share
Key Offerings
- Equity Strategies: Equity strategies offered by AMG's Affiliates include value, growth, and core equity. The market share varies depending on specific strategies and benchmarks. Competitors include large asset managers like BlackRock, Vanguard, and Fidelity.
- Market Share (%): 0
- Fixed Income Strategies: Fixed income strategies offered by AMG's Affiliates span a range of durations, credit qualities, and geographies. Market share fluctuates based on interest rate environment and credit spreads. Competitors include PIMCO, DoubleLine, and Western Asset.
- Market Share (%): 0
- Alternative Investments: Alternative investment strategies offered by AMG's Affiliates include hedge funds, private equity, and real estate. Competitors include Blackstone, Apollo, and KKR.
- Market Share (%): 0
Market Dynamics
Industry Overview
The asset management industry is highly competitive and influenced by market volatility, interest rates, and investor sentiment. There is growing demand for passive investment strategies and alternative investments.
Positioning
AMG is positioned as a partner to boutique investment firms, providing capital and support while allowing them to maintain their independence. This model appeals to investment managers seeking to scale their businesses without sacrificing their autonomy.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. AMG is positioned to capture a portion of this TAM by partnering with successful boutique investment firms and expanding its distribution capabilities.
Upturn SWOT Analysis
Strengths
- Diversified Affiliate base
- Decentralized operating model
- Strong capital base
- Experienced management team
Weaknesses
- Reliance on Affiliate performance
- Exposure to market volatility
- Complexity of organizational structure
- High integration risk with new affiliates
Opportunities
- Acquisition of additional Affiliates
- Expansion into new asset classes
- Growth in emerging markets
- Increased demand for alternative investments
Threats
- Increased competition from larger asset managers
- Regulatory changes
- Economic downturns
- Loss of key personnel at Affiliates
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- T. Rowe Price (TROW)
- Franklin Resources (BEN)
- Invesco (IVZ)
Competitive Landscape
AMG's competitive advantage lies in its decentralized structure and ability to attract and retain high-performing boutique investment firms. However, it faces intense competition from larger, more diversified asset managers with greater scale and brand recognition. It also has competition from smaller specialized investment managers.
Major Acquisitions
Veritable, LP
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Veritable, LP, is a leading independent, integrated wealth management firm serving high-net-worth families, family offices and foundations.
Growth Trajectory and Initiatives
Historical Growth: AMG's historical growth has been driven by acquisitions of new Affiliates and organic growth within its existing Affiliate base.
Future Projections: Future growth is expected to be driven by continued acquisitions, expansion into new markets, and increasing demand for alternative investments. Please refer to analyst reports for detailed projections.
Recent Initiatives: Recent initiatives include strategic investments in technology and distribution, as well as efforts to enhance collaboration and knowledge sharing among Affiliates.
Summary
Affiliated Managers Group is a unique investment firm that fosters boutiques. Its decentralized model attracts talent, but its reliance on affiliate performance poses risks. While expansion and alternative investments offer growth, competition and market volatility are threats. The company demonstrates solid fundamental value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Research
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Affiliated Managers Group Inc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2019-03-29 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees 4100 | Website |
Full time employees 4100 | Website | ||
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. The company was formed as a corporation under the laws of Delaware in 1993. Affiliated Managers Group is based in Prides Crossing, Massachusetts.
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