10-K/APeriod: FY2008

AFFILIATED MANAGERS GROUP, INC. Annual Report (Amendment), Year Ended Dec 31, 2008

Filed March 31, 2009For Securities:AMGMGRBMGRMGRDMGRE

Summary

This 10-K/A filing from Affiliated Managers Group, Inc. (AMG) for the fiscal year ended December 31, 2008, is an amendment to the original report filed on March 2, 2009. The primary purpose of this amendment is to provide supplemental financial statements for ValueAct Holdings, L.P., an affiliate in which AMG holds a minority interest, as required by Item 15. Investors should note that this filing does not introduce changes to AMG's core financial results for 2008 as presented in the original 10-K. Given the filing date of March 31, 2009, and the reporting period ending December 31, 2008, this report is highly relevant to understanding AMG's financial position and performance during a period significantly impacted by the global financial crisis. While the amendment itself is technical, the underlying 2008 performance would have been shaped by market volatility, impacting asset values and potentially investor flows across AMG's diverse investment management businesses.

Financial Statements
Beta
SG&A Expenses$201.47M
Operating Expenses$791.50M
Operating Income$366.72M
Interest Expense$73.36M
Net Income-$1.32M
EPS (Basic)$-0.03
EPS (Diluted)$-0.03
Shares Outstanding (Basic)38.21M
Shares Outstanding (Diluted)38.21M

Key Highlights

  • 1This filing is an amendment (10-K/A) to the original Form 10-K for the fiscal year ended December 31, 2008.
  • 2The amendment primarily provides supplemental financial statements for ValueAct Holdings, L.P., an affiliate with a minority interest held by AMG.
  • 3No other changes to AMG's 2008 financial statements or disclosures are indicated by this amendment.
  • 4AMG is classified as a 'Large accelerated filer' as of the reporting period.
  • 5The report was filed on March 31, 2009, reflecting financial performance through December 31, 2008, a period of significant market turmoil.
  • 6The common stock of AMG is registered and traded on the New York Stock Exchange (NYSE).

Frequently Asked Questions

The primary purpose of this amended filing (10-K/A) is to include supplemental financial statements for ValueAct Holdings, L.P., an affiliate in which Affiliated Managers Group, Inc. (AMG) owns a minority interest. This is a technical filing to comply with SEC requirements regarding consolidated financial reporting.

No, according to the filing's 'Explanatory Note,' this 10-K/A filing provides supplemental information for an affiliate and does not introduce any other changes to AMG's previously reported 2008 financial results or disclosures from the original 10-K filed on March 2, 2009.

The report covers the fiscal year ended December 31, 2008, and was filed in March 2009. This period was characterized by the severe global financial crisis, which likely had a significant impact on the asset management industry, affecting asset values, investment performance, and investor behavior across AMG's various investment affiliates.

Affiliated Managers Group, Inc.'s common stock ($.01 par value) is registered and traded on the New York Stock Exchange (NYSE).