AMG / Affiliated Managers Group, Inc. - Документы SEC, Годовой отчет, Доверенное заявление

AMG Appoints Marcy Engel to its Board of Directors Dwight D. Churchill to Retire from Board of Directors Following 15-Year Service

EX-99.1 Exhibit 99.1 AMG Media & Investor Relations: Patricia Figueroa (617) 747-3300 [email protected] [email protected] AMG Appoints Marcy Engel to its Board of Directors Dwight D. Churchill to Retire from Board of Directors Following 15-Year Service WEST PALM BEACH, FL, August 14, 2025 – AMG, a strategic partner to leading independent investment management firms globally, today announced the appointment of M

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 11, 2025 AFFILIATED MANAGE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 11, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Co

Table of Contents

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2025 Company reports Diluted EPS of $2.80, Economic EPS of $5.39 in the second quarter of 2025 Positive net client cash flows of more than $8 billion, driven by ongo

Exhibit 99.1 Investor and Media Relations: Patricia Figueroa +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2025 Company reports Diluted EPS of $2.80, Economic EPS of $5.39 in the second quarter of 2025 Positive net client cash flows of more than $8 billion, driven by ongoing momentum in private markets and liquid altern

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 31, 2025 AFFILIATED MANAGERS

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 31, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): June 3, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

AMG Names Thomas M. Wojcik as President and Chief Operating Officer

Exhibit 99.1 AMG Media & Investor Relations: Patricia Figueroa (617) 747-3300 [email protected] [email protected] AMG Names Thomas M. Wojcik as President and Chief Operating Officer WEST PALM BEACH, FL, June 3, 2025 – AMG, a strategic partner to leading independent investment management firms globally, today announced the appointment of Thomas M. Wojcik as President, effective June 3, 2025. Mr. Wojcik will also

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 22, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

Table of Contents

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 8, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commis

AMG Reports Financial and Operating Results for the First Quarter of 2025 Company reports EPS of $2.20, Economic EPS of $5.20 in the first quarter New partnerships with Verition Fund Management and Qualitas Energy, together with Q1 investment in Nort

Exhibit 99.1 Investor and Media Relations: Patricia Figueroa +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the First Quarter of 2025 Company reports EPS of $2.20, Economic EPS of $5.20 in the first quarter New partnerships with Verition Fund Management and Qualitas Energy, together with Q1 investment in NorthBridge Partners, further diversify AMG’s busines

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐Preliminary Proxy Statement ☐Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒Definiti

Exhibit 107 Pursuant to Rule 424(g)(2) and General Instruction II.F to Form S-3, this prospectus supplement shall be deemed a final prospectus for purposes of the related offering. The maximum aggregate offering price for such offering is $500,000,00

Exhibit 107 Pursuant to Rule 424(g)(2) and General Instruction II.F to Form S-3, this prospectus supplement shall be deemed a final prospectus for purposes of the related offering. The maximum aggregate offering price for such offering is $500,000,000.

Form of Forward Sale Agreement, dated as of March 7, 2025

Exhibit 10.1 MASTER CONFIRMATION DATE: March 7, 2025 TO: Affiliated Managers Group, Inc. 777 South Flagler Drive West Palm Beach, FL 33401 Attention: Dava E. Ritchea FROM: [   ] SUBJECT: Registered Forward Transactions The purpose of this letter agreement (this “Master Confirmation”) is to set forth the terms and conditions of one or more transactions (each, a “Transaction”) to be entered into bet

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 7, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

AFFILIATED MANAGERS GROUP, INC. Up to $500,000,000 Common Stock

424B5 1 d940281d424b5.htm 424B5 Filed Pursuant to Rule 424(b)(5) Registration No. 333-285434 PROSPECTUS SUPPLEMENT (To Prospectus dated February 28, 2025) AFFILIATED MANAGERS GROUP, INC. Up to $500,000,000 Common Stock This prospectus supplement supersedes and replaces the prospectus supplement, filed on May 27, 2022, which provided for the sale of shares of our common stock with an aggregate sale

Equity Distribution Agreement, dated as of March 7, 2025

Exhibit 1.1 AFFILIATED MANAGERS GROUP, INC. Shares of Common Stock (par value $0.01 per share) EQUITY DISTRIBUTION AGREEMENT March 7, 2025 Barclays Capital Inc. 745 Seventh Avenue New York, New York 10019 Barclays Bank PLC 5 The North Colonnade Canary Wharf, London E14 4BB BofA Securities, Inc. One Bryant Park New York, New York 10036 Bank of America, N.A. One Bryant Park New York, New York 10036

As filed with the Securities and Exchange Commission on February 28, 2025

Table of Contents As filed with the Securities and Exchange Commission on February 28, 2025 Registration No.

Calculation of Filing Fee Tables

Exhibit 107 Calculation of Filing Fee Table Form S-3 (Form Type) Affiliated Managers Group, Inc.

Form T-1 Statement of Eligibility under the Trust Indenture Act of 1939, as amended, of U.S. Bank Trust Company, National Association, as trustee, with respect to the Indentures for Senior Notes and Junior Subordinated Notes

Exhibit 25 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. Emp

Schedule of Subsidiaries*

Exhibit 21 SCHEDULE OF SUBSIDIARIES (in alphabetical order) Below is a list comprised of (i) wholly-owned subsidiaries of Affiliated Managers Group, Inc.

Table of Contents

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-134

Description of the Registrant’s Securities*

Exhibit 4.15 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Affiliated Managers Group, Inc. (“AMG”, “we”, “us”, or “our”) has five classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): (i) common stock, par value $0.01 per share (“common stock”); (ii) 5.875% Jun

Insider Trading Policy and Procedures of the Company*

Exhibit 19 Affiliated Managers Group, Inc. Insider Trading Policy and Procedures Policy Statement on Insider Trading Affiliated Managers Group, Inc. (“AMG” or the “Company”)1 has adopted this Insider Trading Policy and Procedures (the “Policy”) that applies to the Company, and to each director, officer, and employee of the Company and each partner, officer, and employee of the Company’s subsidiari

AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2024 Company reports EPS of $4.92, Economic EPS of $6.53 in the fourth quarter of 2024 EPS of $15.13, Economic EPS of $21.36 for the full year 2024 New partnership with

Exhibit 99.1 Investor and Media Relations Patricia Figueroa +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2024 Company reports EPS of $4.92, Economic EPS of $6.53 in the fourth quarter of 2024 EPS of $15.13, Economic EPS of $21.36 for the full year 2024 New partnership with NorthBridge Partners, a private markets manager sp

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 6, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 30, 2025 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending

EX-10.1 Exhibit 10.1 Deal CUSIP No. 008253AV8 Revolver CUSIP No. 008253AW66 THIRD AMENDED AND RESTATED CREDIT AGREEMENT Dated as of November 15, 2024 among AFFILIATED MANAGERS GROUP, INC., as Borrower, BANK OF AMERICA, N.A., as Administrative Agent, Swingline Lender and L/C Issuer and the Several Lenders from Time to Time Parties Hereto and BOFA SECURITIES, INC., CITIZENS BANK, N.A. and WELLS FARG

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 15, 2024 AFFILIATED MANA

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 15, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (

Table of Contents

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

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AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2024 Company reports EPS of $3.78, Economic EPS of $4.82 in the third quarter of 2024 Net income (controlling interest) of $124 million, Economic Ne

Exhibit 99.1 Investor & Media Relations: Patricia Figueroa +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2024 Company reports EPS of $3.78, Economic EPS of $4.82 in the third quarter of 2024 Net income (controlling interest) of $124 million, Economic Net Income (controlling interest) of $153 million Eco

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 4, 2024 AFFILIATED MANAG

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 4, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

(incorporated by reference to Exhibit 4.2 to the Registrant’s Current Report on Form 8-K (No. 001-13459), filed

Exhibit 4.2 AFFILIATED MANAGERS GROUP, INC. Second Supplemental Indenture Dated as of August 20, 2024 5.500% Senior Notes due 2034 (Second Supplement to the Senior Indenture Dated as of June 5, 2020) U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee SECOND SUPPLEMENTAL INDENTURE, dated as of August 20, 2024, between Affiliated Managers Group, Inc., a Delaware corporation (herein called the

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 15, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Co

Underwriting Agreement, dated as of August 15, 2024, among Affiliated Managers Group, Inc. and Barclays Capital Inc., BofA Securities, Inc. and Citigroup Global Markets Inc., as representatives of the underwriters named therein.

Exhibit 1.1 Execution Version AFFILIATED MANAGERS GROUP, INC. $400,000,000 5.500% SENIOR NOTES DUE 2034 UNDERWRITING AGREEMENT DATED August 15, 2024 1 Underwriting Agreement August 15, 2024 Barclays Capital Inc. BofA Securities, Inc. Citigroup Global Markets Inc. As Representatives of the several Underwriters listed in Schedule I hereto c/o Barclays Capital Inc. 745 Seventh Avenue New York, New Yo

Calculation of Filing Fee Tables(1) Form 424(b)(5) (Form Type) Affiliated Managers Group, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities

Exhibit 107 Calculation of Filing Fee Tables(1) Form 424(b)(5) (Form Type) Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc. 5.500% Senior Notes due 2034 Term Sheet August 15, 2024

Issuer Free Writing Prospectus dated August 15, 2024 Filed Pursuant to Rule 433 Relating to Preliminary Prospectus Supplement dated August 15, 2024 Registration Statement No.

AFFILIATED MANAGERS GROUP, INC. 5.500% Senior Notes due 2034

Filed Pursuant to Rule 424(b)(5) Registration No. 333-263148 PROSPECTUS SUPPLEMENT (To Prospectus dated March 1, 2022) AFFILIATED MANAGERS GROUP, INC. $400,000,000 5.500% Senior Notes due 2034 We are offering $400,000,000 aggregate principal amount of 5.500% senior notes due 2034, which we refer to in this prospectus supplement as the notes. We will pay interest on the notes on February 20 and Aug

Subject to completion, dated August 15, 2024

424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-263148 The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securities and are not soliciting an offer to buy these securities in any jurisdiction

UNITED STATES

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Second Amendment to Second Amended and Restated Credit Agreement, dated as of June 21, 2024, by and

Exhibit 10.1 Execution Version SECOND AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT This SECOND AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT, dated as of June 21, 2024 (this “Amendment”), is entered into by and among Affiliated Managers Group, Inc., a Delaware corporation (the “Borrower”), and BANK OF AMERICA, N.A., as Administrative Agent. WHEREAS, the Borrower, the Lende

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 2, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

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Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 29, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2024 Company reports EPS of $2.26, Economic EPS of $4.67 in the second quarter of 2024 Net income (controlling interest) of $226 million, Economic Net Income (contro

Exhibit 99.1 Investor & Media Relations: Patricia Figueroa +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2024 Company reports EPS of $2.26, Economic EPS of $4.67 in the second quarter of 2024 Net income (controlling interest) of $226 million, Economic Net Income (controlling interest) of $343 million in the first half o

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 22, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

Offer Letter Agreement, dated as of March 22, 2024, between the Company and Dava E. Ritchea (incorporated by

Exhibit 10.1 Personal and Confidential Dava E. Ritchea March 22, 2024 Dear Dava: On behalf of everyone at AMG, I would like to tell you how pleased we are to offer you a position at AMG. Further to our discussion, I would like to outline specific responsibilities of the position, terms of employment, compensation, and related matters. You would join AMG as Chief Financial Officer on April 1, 2024,

UNITED STATES

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

EX-99.1

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AMG Reports Financial and Operating Results for the First Quarter of 2024 Company reports EPS of $4.14, Economic EPS of $5.37 in first quarter Net Income (controlling interest) of $150 million, Economic Net Income (controlling interest) of $187 milli

Exhibit 99.1 Investor & Media Relations: Patricia Figueroa +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the First Quarter of 2024 Company reports EPS of $4.14, Economic EPS of $5.37 in first quarter Net Income (controlling interest) of $150 million, Economic Net Income (controlling interest) of $187 million Economic Earnings per share increased 28% year-o

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 6, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commis

DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐Preliminary Proxy Statement ☐Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒Definiti

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AFFILIATED MANAGERS GROUP, INC. 777 South Flagler Drive West Palm Beach, Florida 33401 NOTICE OF ANNUAL MEETING OF STOCKHOLDERS TO BE HELD ON MAY 22, 2024 NOTICE IS HEREBY GIVEN that the 2024 Annual Meeting of Stockholders (the “Annual Meeting”) of Affiliated Managers Group, Inc. (the “Company”) will be held on May 22, 2024, at 9:00 a.m. Eastern Daylight Time at the Company’s office at 600 Hale St

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

AMG Names Thomas M. Wojcik as Chief Operating Officer and Dava E. Ritchea as Chief Financial Officer

EX-99.1 Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Names Thomas M. Wojcik as Chief Operating Officer and Dava E. Ritchea as Chief Financial Officer WEST PALM BEACH, FL, March 25, 2024 – AMG, a leading partner to independent investment management firms globally, today announced the appointments of Thomas M. Wojcik as Chie

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 22, 2024 AFFILIATED MANAGER

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 22, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 14, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

Underwriting Agreement, dated as of March 14, 2024, among Affiliated Managers Group, Inc. and BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, and Wells Fargo Securities, LLC, as representatives of the underwriters named therein.

Exhibit 1.1 AFFILIATED MANAGERS GROUP, INC. $400,000,000 6.750% JUNIOR SUBORDINATED NOTES DUE 2064 UNDERWRITING AGREEMENT DATED MARCH 14, 2024 Underwriting Agreement March 14, 2024 BofA Securities, Inc. Morgan Stanley & Co. LLC RBC Capital Markets, LLC Wells Fargo Securities, LLC As Representatives of the several Underwriters listed in Schedule I hereto c/o BofA Securities, Inc. One Bryant Park Ne

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Affiliated Managers Group, Inc. (Exact name of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Affiliated Managers Group, Inc. (Exact name of registrant as specified in its charter) Delaware 04-3218510 (State of Incorporation or Organization) (IRS Employer Identification No.) 777 South Flagl

2024, between the Company, as issuer, and U.S. Bank Trust Company, National Association, as trustee, including

Exhibit 4.2 AFFILIATED MANAGERS GROUP, INC. Fourth Supplemental Indenture Dated as of March 20, 2024 6.750% Junior Subordinated Notes due 2064 (Fourth Supplement to the Junior Subordinated Notes Indenture Dated as of March 27, 2019) U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee FOURTH SUPPLEMENTAL INDENTURE, dated as of March 20, 2024, between Affiliated Managers Group, Inc., a Delawar

Calculation of Filing Fee Tables(1) Form S-3 (Form Type) Affiliated Managers Group, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities  Security  Type Security Class Title Fee Calculation Rule Amount Regi

Exhibit 107 Calculation of Filing Fee Tables(1) Form S-3 (Form Type) Affiliated Managers Group, Inc.

Affiliated Managers Group, Inc. 6.750% Junior Subordinated Notes due 2064 Term Sheet March 14, 2024

Issuer Free Writing Prospectus dated March 14, 2024 Filed Pursuant to Rule 433 Relating to Preliminary Prospectus Supplement dated March 14, 2024 Registration Statement No.

AFFILIATED MANAGERS GROUP, INC. 6.750% Junior Subordinated Notes due 2064

Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-263148 PROSPECTUS SUPPLEMENT (To Prospectus dated March 1, 2022) AFFILIATED MANAGERS GROUP, INC. $400,000,000 6.750% Junior Subordinated Notes due 2064 We are offering $400 million aggregate principal amount of 6.750% junior subordinated notes due 2064, which we refer to in this prospectus supplement as the notes. The notes wi

Subject to completion, dated March 14, 2024

Table of Contents Filed Pursuant to Rule 424(b)(3) Registration No. 333-263148 The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securities and are not soliciting an offer to buy these securities in any jurisdiction where

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUA

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-134

Clawback Policy of the Company*

Exhibit 97 AFFILIATED MANAGERS GROUP, INC. CLAWBACK POLICY The Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Affiliated Managers Group, Inc. (the “Company”) believes that it is appropriate for the Company to adopt this Clawback Policy (the “Policy”) to be applied to the Executive Officers of the Company and adopts this Policy to be effective as of the Effectiv

Form of Stock Option Award Agreement pursuant to the Company’s 2020 Equity Incentive Plan*

Exhibit 10.20 STOCK OPTION AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and restated from time to time (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) hereby grants to the optionee named on Exhibit A h

Schedule of Subsidiaries*

Exhibit 21 SCHEDULE OF SUBSIDIARIES (in alphabetical order) Below is a list comprised of (i) wholly-owned subsidiaries of Affiliated Managers Group, Inc.

Form of Restricted Stock Unit Award Agreement for Directors pursuant to the Company’s 2020 Equity Incentive Plan*

Exhibit 10.19 DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Name of Grantee: Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and/or restated from time to time (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) hereby

AMG / Affiliated Managers Group, Inc. / EdgePoint Investment Group Inc. Passive Investment

SC 13G/A 1 edgepointamg123123a7.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 7)* AFFILIATED MANAGERS GROUP, INC. (Name of Issuer) Common Stock ($0.01 par value) (Title of Class of Securities) 008252108 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check th

AMG / Affiliated Managers Group, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0197-affiliatedmanagersgro.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 12)* Name of issuer: Affiliated Managers Group Inc Title of Class of Securities: Common Stock CUSIP Number: 008252108 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate

AMG / Affiliated Managers Group, Inc. / Clarkston Capital Partners, LLC - CCP SC 13G/A1 - AFFILIATED MANGERS GROUP Passive Investment

SC 13G/A 1 sc13ga1affiliated.htm CCP SC 13G/A1 - AFFILIATED MANGERS GROUP Page 1 of 13 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* Affiliated

AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2023 Company reports EPS of $5.15, Economic EPS of $6.86 in the fourth quarter of 2023 EPS of $17.42, Economic EPS of $19.48 for the full year 2023 Net income (controlli

Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2023 Company reports EPS of $5.15, Economic EPS of $6.86 in the fourth quarter of 2023 EPS of $17.42, Economic EPS of $19.48 for the full year 2023 Net income (controlling interest) of $673 million, Eco

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 5, 2024 AFFILIATED MANAG

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 5, 2024 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 6, 2023 AFFILIATED MANAG

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 6, 2023 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2023 Company reports EPS of $5.48, Economic EPS of $4.08 in the third quarter of 2023 Completed investment in Ara Partners, a private markets firm s

Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2023 Company reports EPS of $5.48, Economic EPS of $4.08 in the third quarter of 2023 Completed investment in Ara Partners, a private markets firm specializing in industrial decarbo

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): September 25, 2023 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510

AMG Appoints Loren M. Starr to its Board of Directors

Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes (617) 747-3300 [email protected] [email protected] AMG Appoints Loren M. Starr to its Board of Directors WEST PALM BEACH, FL, September 25, 2023 – AMG, a leading partner to independent investment management firms globally, today announced the appointment of Loren M. Starr to its Board of Directors, effective immediately. Mr. Starr reti

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 26, 2023 AFFILIATED MANAGERS

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 26, 2023 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

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AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2023 Company reports EPS of $3.25, Economic EPS of $4.45 in the second quarter of 2023 Announced partnership with Forbion, a leading European life sciences venture c

Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2023 Company reports EPS of $3.25, Economic EPS of $4.45 in the second quarter of 2023 Announced partnership with Forbion, a leading European life sciences venture capital and growth equity firm Net

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 25, 2023 AFFILIATED MANAGERS

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 25, 2023 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

AMG Reports Financial and Operating Results for the First Quarter of 2023 Company reports EPS of $3.47, Economic EPS of $4.18 in first quarter Net Income (controlling interest) of $135 million, Economic Net Income of $158 million Adjusted EBITDA of $

Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the First Quarter of 2023 Company reports EPS of $3.47, Economic EPS of $4.18 in first quarter Net Income (controlling interest) of $135 million, Economic Net Income of $158 million Adjusted EBITDA of $217 million and Economic Earnings

EX-99.1

Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 ir@amg.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 1, 2023 AFFILIATED MANAGERS G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 1, 2023 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commis

PDF COURTESY COPY

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

Schedule of Subsidiaries*

Exhibit 21.1 SCHEDULE OF SUBSIDIARIES (in alphabetical order) Below is a list comprised of (i) wholly-owned subsidiaries of Affiliated Managers Group, Inc. (the “Company”), (ii) Affiliates in which the Company has a majority interest (direct and indirect) and (iii) Affiliates in which the Company has a minority investment (direct and indirect), as of December 31, 2022. Subsidiaries of majority- an

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUA

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-134

AMG / Affiliated Managers Group, Inc. / Clarkston Capital Partners, LLC - CCP/AFFILIATED MANAGERS GROUP SC 13G Passive Investment

SC 13G 1 affiliatedsc13g021423.htm CCP/AFFILIATED MANAGERS GROUP SC 13G Page 1 of 13 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Affiliated Managers Group, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 008252108 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Fili

Joint Filing Agreement

EX-99.1 2 affiliatedex991021423.htm JOINT FILING AGREEMENT EXHIBIT 99.1 Joint Filing Agreement The undersigned acknowledge and agree that the Schedule 13G with respect to beneficial ownership by the undersigned of shares of Common Stock, par value $0.01 per share, of Affiliated Managers Group, Inc. filed on or about the date hereof is being filed on behalf of each of the undersigned in accordance

AMG / Affiliated Managers Group, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 11)* Name of issuer: Affiliated Managers Group Inc. Title of Class of Securities: Common Stock CUSIP Number: 008252108 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule

AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2022 Company reports EPS of $17.40, Economic EPS of $7.28 in fourth quarter EPS of $25.35, Economic EPS of $20.14 for the full year 2022 Net Income (controlling interest

Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2022 Company reports EPS of $17.40, Economic EPS of $7.28 in fourth quarter EPS of $25.35, Economic EPS of $20.14 for the full year 2022 Net Income (controlling interest) of $1.1 billion includes $576 m

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 6, 2023 AFFILIATED MANAG

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 6, 2023 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

AMG / Affiliated Managers Group, Inc. / EdgePoint Investment Group Inc. - EPIG AMG 13GA6 Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6) Affiliated Managers Group, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 008252108 (CUSIP Number) December 30, 2022 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designa

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): December 29, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (

, Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No. 001-13459), filed November 21, 2022)

Exhibit 10.1 Execution Version FIRST AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT This FIRST AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT, dated as of November 18, 2022 (this ?Amendment?), is entered into by and among AFFILIATED MANAGERS GROUP, INC., a Delaware corporation (the ?Borrower?), the Lenders party hereto, and BANK OF AMERICA, N.A., as Administrative Agent. WHER

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 18, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (

, Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No. 001-13459), filed November 21, 2022)

Exhibit 10.2 Execution Version FIRST AMENDMENT TO FOURTH AMENDED AND RESTATED TERM CREDIT AGREEMENT This FIRST AMENDMENT TO FOURTH AMENDED AND RESTATED TERM CREDIT AGREEMENT, dated as of November 18, 2022 (this ?Amendment?), is entered into by and among AFFILIATED MANAGERS GROUP, INC., a Delaware corporation (the ?Borrower?), the Lenders party hereto, and BANK OF AMERICA, N.A., as Administrative A

AMG / Affiliated Managers Group, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: Affiliated Managers Group Inc. Title of Class of Securities: Common Stock CUSIP Number: 008252108 Date of Event Which Requires Filing of this Statement: October 31, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule

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Amended and Restated By-laws (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No. 001-13459), filed November 7, 2022)

Exhibit 3.1 FOURTH AMENDED AND RESTATED BY-LAWS OF AFFILIATED MANAGERS GROUP, INC. ARTICLE I. Stockholders SECTION 1. Annual Meeting. The annual meeting of stockholders shall be held at the hour, date and place within or without the United States which is fixed by the majority of the Board of Directors, the Chairman of the Board, if one is elected, or the Chief Executive Officer, which time, date

AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2022 Company reports EPS of $2.80, Economic EPS of $4.21 in the third quarter of 2022 New Affiliate investment in $4 billion private markets firm sp

Exhibit 99.1 Investor Relations: Media Relations: Patricia Figueroa Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2022 Company reports EPS of $2.80, Economic EPS of $4.21 in the third quarter of 2022 New Affiliate investment in $4 billion private markets firm specializing in communications infr

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 7, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): October 18, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2022 Company reports EPS of $2.68, Economic EPS of $4.03 in the second quarter of 2022 Net income (controlling interest) of $109 million, Economic Net Income of $161

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2022 Company reports EPS of $2.68, Economic EPS of $4.03 in the second quarter of 2022 Net income (controlling interest) of $109 million, Economic Net Income of $161 million Adjusted EBITDA of $213 mi

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 1, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

EX-99.1

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 27, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

AFFILIATED MANAGERS GROUP, INC. Up to $500,000,000 Common Stock

Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-263148 PROSPECTUS SUPPLEMENT (To Prospectus dated March 1, 2022) AFFILIATED MANAGERS GROUP, INC. Up to $500,000,000 Common Stock This prospectus supplement supersedes and replaces the prospectus supplement, filed on March 27, 2019, which provided for the sale of shares of our common stock with an aggregate sales price of up to

Form of Forward Sale Agreement, dated as of May 27, 2022 (incorporated by reference to the Company’s Current Report on Form 8-K (No. 001-13459), filed May 27, 2022)

Exhibit 10.1 MASTER CONFIRMATION DATE: May 27, 2022 TO: Affiliated Managers Group, Inc. 777 South Flagler Drive West Palm Beach, FL 33401 Attention: Thomas M. Wojcik FROM: [ ] SUBJECT: Registered Forward Transactions The purpose of this letter agreement (this ?Master Confirmation?) is to set forth the terms and conditions of one or more transactions (each, a ?Transaction?) to be entered into betwe

Calculation of Filing Fee Tables (Form Type) Affiliated Managers Group, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry For

Exhibit 107 Calculation of Filing Fee Tables 424b5 (Form Type) Affiliated Managers Group, Inc.

Equity Distribution Agreement, dated as of May 27, 2022 (incorporated by reference to the Company’s Current Report on Form 8-K (No. 001-13459), filed May 27, 2022)

EX-1.1 2 d302366dex11.htm EX-1.1 Exhibit 1.1 AFFILIATED MANAGERS GROUP, INC. Shares of Common Stock (par value $0.01 per share) EQUITY DISTRIBUTION AGREEMENT May 27, 2022 Barclays Capital Inc. 745 Seventh Avenue New York, New York 10019 Barclays Bank PLC 5 The North Colonnade Canary Wharf, London E14 4BB BofA Securities, Inc. One Bryant Park New York, New York 10036 Bank of America, N.A. c/o BofA

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 27, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 2, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commis

AMG Reports Financial and Operating Results for the First Quarter of 2022 Company reports EPS of $3.44, Economic EPS of $4.65 in first quarter Affiliate BPEA to enter into strategic combination with EQT, marking a successful outcome for AMG's partner

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the First Quarter of 2022 Company reports EPS of $3.44, Economic EPS of $4.65 in first quarter Affiliate BPEA to enter into strategic combination with EQT, marking a successful outcome for AMG's partnership Closed additional investment i

EX-99.1

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin

Regulation FD Disclosure, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): March 16, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

BPEA to Enter into Strategic Combination with EQT Marks Successful Culmination of AMG Partnership

Exhibit 99.1 AMG Investor Relations: Anjali Aggarwal AMG Media Relations: Ann Imes (617) 747-3300 [email protected] [email protected] BPEA to Enter into Strategic Combination with EQT Marks Successful Culmination of AMG Partnership WEST PALM BEACH, March 16, 2022 ? Affiliated Managers Group, Inc. (NYSE: AMG), a leading partner to active independent investment management firms globally, today announced that, as

Powers of Attorney (included on the signature page to this Registration Statement)

Table of Contents As filed with the Securities and Exchange Commission on March 1, 2022 Registration No.

Form T-1 Statement of Eligibility under the Trust Indenture Act of 1939, as amended, of Trustee, with respect to the Indenture for Senior Debt Securities and the Indenture for Junior Subordinated Debt Securities

Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ? Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E

Calculation of Filing Fee Tables

Exhibit 107 Calculation of Filing Fee Table S-3 (Form Type) Affiliated Managers Group, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUA

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-134

Description of Registrant’s Securities (incorporated by reference to the Company’s Annual Report on Form 10-K (No. 001-13459), filed February 18, 2022)

Exhibit 4.15 DESCRIPTION OF THE REGISTRANT?S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Affiliated Managers Group, Inc. (?AMG?, ?we?, ?us?, or ?our?) has four classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): (i) common stock, par value $0.01 per share (?common stock?); (ii) 5.875% Jun

Annual Director Compensation*

Exhibit 10.32 Annual Director Compensation Board of Directors: Annual Equity Awards - Restricted Stock Units $ 200,000 Board Chair Annual Fee - Restricted Stock Units $ 100,000 Base Annual Fee - Cash $ 80,000 Committee Fees - Cash: Audit Committee Membership Annual Fee $ 20,000 Audit Committee Chair Annual Fee $ 35,000 Compensation Committee Membership Annual Fee $ 17,000 Compensation Committee Ch

Schedule of Subsidiaries*

Exhibit 21.1 SCHEDULE OF SUBSIDIARIES (in alphabetical order) Below is a list comprised of (i) wholly-owned subsidiaries of Affiliated Managers Group, Inc. (the ?Company?), (ii) Affiliates in which the Company has a majority interest (direct and indirect) and (iii) Affiliates in which the Company has a minority investment (direct and indirect), as of December 31, 2021. Subsidiaries of majority- an

AMG / Affiliated Managers Group, Inc. / EdgePoint Investment Group Inc. - EP 13GA Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5) Affiliated Managers Group, Inc (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 008252108 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designat

AMG / Affiliated Managers Group, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0168-affiliatedmanagersgro.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: Affiliated Managers Group Inc. Title of Class of Securities: Common Stock CUSIP Number: 008252108 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate

***********

February 8, 2022 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporation Finance, Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Attn: Amit Pande Mike Volley Re: Comment Letters Dated January 28, 2022 and December 22, 2021 Affiliated Managers Group, Inc. Form 10-K filed February 19, 2021 Form 10-Q filed November 5, 2021 Response dated January 21, 2022 File No. 001-13

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 7, 2022 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2021 Company reports EPS of $4.17, Economic EPS of $6.10 in fourth quarter EPS of $13.05, Economic EPS of $18.28 for the full year 2021 Closed additional investment in S

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2021 Company reports EPS of $4.17, Economic EPS of $6.10 in fourth quarter EPS of $13.05, Economic EPS of $18.28 for the full year 2021 Closed additional investment in Systematica Investments, one of the

EX-99.1

% AUM Ahead of Benchmark(1)

January 21, 2022 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporation Finance, Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Attn: Amit Pande Mike Volley Re: Comment Letter Dated December 22, 2021 Affiliated Managers Group, Inc. Form 10-K filed February 19, 2021 Form 10-Q filed November 5, 2021 File No. 001-13459 Gentlemen: Affiliated Managers Group, Inc. (the ?C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): November 1, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

EX-99.1

AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2021 Company reports EPS of $3.00, Economic EPS of $4.00 in the third quarter of 2021 Announced partnership with Abacus Capital Group, a real estate

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2021 Company reports EPS of $3.00, Economic EPS of $4.00 in the third quarter of 2021 Announced partnership with Abacus Capital Group, a real estate investment firm focused on the U.S

Fourth Amended and Restated Term Credit Agreement, dated as of October 25, 2021, by and among Affiliated Managers Group, Inc., Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto, and the exhibits and schedules thereto.

Exhibit 10.2 Deal CUSIP No. 008253AU0 Term Loan CUSIP No. 008253AT3 FOURTH AMENDED AND RESTATED TERM CREDIT AGREEMENT Dated as of October 25, 2021 among AFFILIATED MANAGERS GROUP, INC., as Borrower, BANK OF AMERICA, N.A., as Administrative Agent, and The Several Lenders from Time to Time Parties Hereto and BOFA SECURITIES, INC. as Sole Bookrunner and Sole Lead Arranger TABLE OF CONTENTS Page SECTI

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): October 25, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

Second Amended and Restated Credit Agreement, dated as of October 25, 2021, by and among Affiliated Managers Group, Inc., Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto, and the exhibits and schedules thereto.

Exhibit 10.1 Deal CUSIP No. 008253AR7 Revolver CUSIP No. 008253AS5 SECOND AMENDED AND RESTATED CREDIT AGREEMENT Dated as of October 25, 2021 among AFFILIATED MANAGERS GROUP, INC., as Borrower, BANK OF AMERICA, N.A., as Administrative Agent, Swingline Lender and L/C Issuer and The Several Lenders from Time to Time Parties Hereto BOFA SECURITIES, INC., CITIZENS BANK, N.A. and WELLS FARGO SECURITIES,

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Amended and Restated By-Laws*

Exhibit 3.1 THIRD AMENDED AND RESTATED BY-LAWS OF AFFILIATED MANAGERS GROUP, INC. ARTICLE I. Stockholders SECTION 1. Annual Meeting. The annual meeting of stockholders shall be held at the hour, date and place within or without the United States which is fixed by the majority of the Board of Directors, the Chairman of the Board, if one is elected, or the Chief Executive Officer, which time, date a

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 28, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2021 Company reports EPS of $2.55, Economic EPS of $4.03 in the second quarter of 2021 Announced partnership with Parnassus Investments, the largest independent ESG-

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Ann Imes +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2021 Company reports EPS of $2.55, Economic EPS of $4.03 in the second quarter of 2021 Announced partnership with Parnassus Investments, the largest independent ESG-dedicated fund manager in the indus

EX-99.1

Investor Relations: Media Relations: Anjali Aggarwal Ann Imes +1 (617) 747-3300 ir@amg.

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 19, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

AMG Appoints David C. Ryan to its Board of Directors

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Ann Imes (617) 747-3300 [email protected] [email protected] AMG Appoints David C. Ryan to its Board of Directors WEST PALM BEACH, FL, July 21, 2021? Affiliated Managers Group, Inc. (NYSE: AMG), a leading partner to independent active investment management firms, today announced the appointment of David C. Ryan to its Board of Directors, effective

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Affiliated Managers Group, Inc. (Exact name of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Affiliated Managers Group, Inc. (Exact name of registrant as specified in its charter) Delaware 04-3218510 (State of Incorporation or Organization) (IRS Employer Identification No.) 777 South Flagl

Underwriting Agreement, dated July 8, 2021, among Affiliated Managers Group, Inc. and Wells Fargo Securities, LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and RBC Capital Markets, LLC, as representatives of the underwriters named therein.

Exhibit 1.1 Execution Version AFFILIATED MANAGERS GROUP, INC. $200,000,000 4.200% JUNIOR SUBORDINATED NOTES DUE 2061 UNDERWRITING AGREEMENT DATED JULY 8, 2021 Underwriting Agreement July 8, 2021 Wells Fargo Securities, LLC BofA Securities, Inc. Morgan Stanley & Co. LLC RBC Capital Markets, LLC As Representatives of the several Underwriters listed in Schedule I hereto c/o Wells Fargo Securities, LL

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 8, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

, as issuer, and U.S. Bank National Association, as trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No. 001-13459), filed July 13, 2021)

Exhibit 4.2 AFFILIATED MANAGERS GROUP, INC. Third Supplemental Indenture Dated as of July 13, 2021 4.200% Junior Subordinated Notes due 2061 (Third Supplement to the Junior Subordinated Notes Indenture Dated as of March 27, 2019) U.S. BANK NATIONAL ASSOCIATION, as Trustee THIRD SUPPLEMENTAL INDENTURE, dated as of July 13, 2021, between Affiliated Managers Group, Inc., a Delaware corporation (herei

CALCULATION OF REGISTRATION FEE Title of Each Class of Securities Maximum Aggregate Offering Price Amount of Registration Fee 4.200% Junior Subordinated Notes due 2061 $200,000,000 $21,820.00(1)

Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-230423 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities Maximum Aggregate Offering Price Amount of Registration Fee 4.200% Junior Subordinated Notes due 2061 $200,000,000 $21,820.00(1) (1) Calculated in accordance with Rule 457(r) of the Securities Act of 1933, as amended. Table of Contents PROSPECTUS SUPPLEME

Subject to completion, dated July 8, 2021

Table of Contents The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed.

Affiliated Managers Group, Inc. 4.200% Junior Subordinated Notes due 2061 Term Sheet July 8, 2021

Issuer Free Writing Prospectus dated July 8, 2021 Filed Pursuant to Rule 433 Relating to Preliminary Prospectus Supplement dated July 8, 2021 Registration Statement No.

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): June 9, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

Second Amendment to Third Amended and Restated Term Credit Agreement, dated as of June 10, 2021, among Affiliated Managers Group, Inc., as borrower, Bank of America, N.A., as administrative agent, and the lenders party thereto.

Exhibit 10.1 EXECUTION VERSION SECOND AMENDMENT TO THIRD AMENDED AND RESTATED TERM CREDIT AGREEMENT This SECOND AMENDMENT TO THIRD AMENDED AND RESTATED TERM CREDIT AGREEMENT, dated as of June 10, 2021 (this ?Amendment?), is by and among (i) AFFILIATED MANAGERS GROUP, INC., a Delaware corporation (the ?Borrower?), (ii) the undersigned Lenders (as defined below), and (iii) BANK OF AMERICA, N.A. (?Ba

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin

Form of Restricted Stock Unit Award Agreement pursuant to the Company’s 2020 Equity Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No. 001-13459), filed May 7, 2021)

Exhibit 10.1 RESTRICTED STOCK UNIT AWARD AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and/or restated from time to time (the ?Plan?), and subject to the terms of this agreement (the ?Agreement?), Affiliated Managers Group, Inc. (the ?Company?) hereby grants to the grantee name

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Stock Option Award Agreement pursuant to Affiliated Managers Group, Inc. 2020 Equity Incentive Plan*

Exhibit 10.2 STOCK OPTION AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and restated from time to time (the ?Plan?), and subject to the terms of this agreement (the ?Agreement?), Affiliated Managers Group, Inc. (the ?Company?) hereby grants to the optionee named on Exhibit A he

Subsidiary Issuers of Guaranteed Securities*

Exhibit 22 Subsidiary Issuers of Guaranteed Securities Affiliated Managers Group, Inc.

Amended and Restated By-Laws*

Exhibit 3.1 SECOND AMENDED AND RESTATED BY-LAWS OF AFFILIATED MANAGERS GROUP, INC. ARTICLE I Stockholders SECTION 1. Annual Meeting. The annual meeting of stockholders shall be held at the hour, date and place within or without the United States which is fixed by the majority of the Board of Directors, the Chairman of the Board, if one is elected, or the Chief Executive Officer, which time, date a

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Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 3, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commis

AMG Reports Financial and Operating Results for the First Quarter of 2021 Company reports EPS of $3.41, Economic EPS of $4.28 in first quarter of 2021 Invested in OCP Asia, a leading alternative manager in private markets providing customized lending

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Jonathan Freedman +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the First Quarter of 2021 Company reports EPS of $3.41, Economic EPS of $4.28 in first quarter of 2021 Invested in OCP Asia, a leading alternative manager in private markets providing customized lending solutions across Asia Evo

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin

PDF COURTESY COPY

Schedule 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin

Schedule of Subsidiaries*

Exhibit 21.1 SCHEDULE OF SUBSIDIARIES (in alphabetical order) Below is a list comprised of (i) wholly-owned subsidiaries of Affiliated Managers Group, Inc. (the ?Company?), (ii) Affiliates in which the Company has a majority interest (direct and indirect) and (iii) Affiliates in which the Company has a minority investment (direct and indirect), as of December 31, 2020. Subsidiaries of majority- an

Annual Report - 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-134

Form of Restricted Stock Unit Award Agreement pursuant to Affiliated Managers Group, Inc. 2020 Equity Incentive Plan*

Exhibit 10.26 RESTRICTED STOCK UNIT AWARD AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and/or restated from time to time (the ?Plan?), and subject to the terms of this agreement (the ?Agreement?), Affiliated Managers Group, Inc. (the ?Company?) hereby grants to the grantee nam

Annual Director Compensation*

Exhibit 10.33 Annual Director Compensation Board of Directors: Annual Equity Awards Restricted Stock Units $ 140,000 Stock Options $ 60,000 Base Annual Fee ? Restricted Stock Units $ 80,000 Board Chair Annual Fee ? Restricted Stock Units $ 100,000 Committee Fees ? Restricted Stock Units Audit Committee Membership Annual Fee $ 20,000 Audit Committee Chair Annual Fee $ 35,000 Compensation Committee

Description of Registrant’s Securities*

Exhibit 4.14 DESCRIPTION OF THE REGISTRANT?S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 Affiliated Managers Group, Inc. (?AMG?, ?we?, ?us? or ?our?) has three classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): (i) common stock, par value $0.01 per share (?common stock?), (ii) 5.875% Jun

Form of Stock Option Award Agreement pursuant to Affiliated Managers Group, Inc. 2020 Equity Incentive Plan*

Exhibit 10.28 STOCK OPTION AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and restated from time to time (the ?Plan?), and subject to the terms of this agreement (the ?Agreement?), Affiliated Managers Group, Inc. (the ?Company?) hereby grants to the optionee named on Exhibit A h

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Affiliated Managers Group, Inc Common Stock, par value $0.01 per share 008252108 December 31, 2020 SCHEDULE 13G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) Affiliated Managers Group, Inc (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 008252108 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designat

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)*

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: Affiliated Managers Group Inc. Title of Class of Securities: Common Stock CUSIP Number: 008252108 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule

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AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2020 Company reports EPS of $2.54, Economic EPS of $4.22 in fourth quarter EPS of $4.33, Economic EPS of $13.36 for the full year 2020 Completed investment in Boston Com

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Jonathan Freedman +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2020 Company reports EPS of $2.54, Economic EPS of $4.22 in fourth quarter EPS of $4.33, Economic EPS of $13.36 for the full year 2020 Completed investment in Boston Common Asset Management, a wo

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): February 8, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 8, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Co

First Amendment to Third Amended and Restated Term Credit Agreement, dated as of January 8, 2021, among Affiliated Managers Group, Inc., as borrower, Bank of America, N.A., as administrative agent, and the lenders party thereto.

EX-10.1 Exhibit 10.1 EXECUTION VERSION FIRST AMENDMENT TO THIRD AMENDED AND RESTATED TERM CREDIT AGREEMENT This FIRST AMENDMENT TO THIRD AMENDED AND RESTATED TERM CREDIT AGREEMENT, dated as of January 8, 2021 (this “Amendment”), is by and among (i) AFFILIATED MANAGERS GROUP, INC., a Delaware corporation (the “Borrower”), (ii) the undersigned Lenders (as defined below), and (iii) BANK OF AMERICA, N

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): January 8, 2021 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Co

AMG Appoints Félix V. Matos Rodríguez to its Board of Directors

EX-99.1 Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Jonathan Freedman (617) 747-3300 [email protected] [email protected] AMG Appoints Félix V. Matos Rodríguez to its Board of Directors WEST PALM BEACH, FL, January 8, 2021– Affiliated Managers Group, Inc. (NYSE: AMG), a global asset management company, today announced the appointment of Félix V. Matos Rodríguez to its Board of Directors, ef

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

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AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2020 Company reports EPS of $1.53, Economic EPS of $3.27 in third quarter of 2020 Net Income (controlling interest) of $71 million, Economic Net Inc

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Jonathan Freedman +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2020 Company reports EPS of $1.53, Economic EPS of $3.27 in third quarter of 2020 Net Income (controlling interest) of $71 million, Economic Net Income of $152 million Adjust

Financial Statements and Exhibits - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): October 26, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (C

- 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): September 28, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510

Second Supplemental Indenture related to the 4.750% Junior Subordinated Notes due 2060, dated as of September 23, 2020, between Affiliated Managers Group, Inc., as issuer, and U.S. Bank National Association, as trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company's Current Report on Form 8-K (No. 001-13459), filed September 23, 2020)

EX-4.2 Exhibit 4.2 AFFILIATED MANAGERS GROUP, INC. Second Supplemental Indenture Dated as of September 23, 2020 4.750% Junior Subordinated Notes due 2060 (Second Supplement to the Junior Subordinated Notes Indenture Dated as of March 27, 2019) U.S. BANK NATIONAL ASSOCIATION, as Trustee SECOND SUPPLEMENTAL INDENTURE, dated as of September 23, 2020, between Affiliated Managers Group, Inc., a Delawar

- 8-A12B

8-A12B 1 d29514d8a12b.htm 8-A12B UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 AFFILIATED MANAGERS GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 04-3218510 (State of Incorporation or Organization) (IRS Employer

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): September 17, 2020 AFFILIATED MAN

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): September 17, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510

Underwriting Agreement, dated September 17, 2020, among Affiliated Managers Group, Inc. and BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC and Wells Fargo Securities, LLC, as representatives of the underwriters named therein.

EX-1.1 Exhibit 1.1 AFFILIATED MANAGERS GROUP, INC. $250,000,000 4.750% JUNIOR SUBORDINATED NOTES DUE 2060 UNDERWRITING AGREEMENT DATED September 17, 2020 Underwriting Agreement September 17, 2020 BofA Securities, Inc. Morgan Stanley & Co. LLC RBC Capital Markets, LLC Wells Fargo Securities, LLC As Representatives of the several Underwriters listed in Schedule I hereto c/o BofA Securities, Inc. 154

Affiliated Managers Group, Inc. 4.750% Junior Subordinated Notes due 2060 Term Sheet September 17, 2020

FWP 1 d10065dfwp.htm FWP Issuer Free Writing Prospectus dated September 17, 2020 Filed Pursuant to Rule 433 Relating to Preliminary Prospectus Supplement dated September 17, 2020 Registration Statement No. 333-230423 Affiliated Managers Group, Inc. $250,000,000 4.750% Junior Subordinated Notes due 2060 Term Sheet September 17, 2020 The following information relates only to Affiliated Managers Grou

CALCULATION OF REGISTRATION FEE Title of Each Class of Securities Maximum Aggregate Offering Price Amount of Registration Fee 4.750% Junior Subordinated Notes due 2060 $287,500,000(1) $37,317.50(2)

424B5 1 d10065d424b5.htm 424B5 Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-230423 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities Maximum Aggregate Offering Price Amount of Registration Fee 4.750% Junior Subordinated Notes due 2060 $287,500,000(1) $37,317.50(2) (1) Includes $37.5 million aggregate principal amount of 4.750% Junior Subordinated Notes du

Subject to completion, dated September 17, 2020

424B5 1 d10065d424b5.htm 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-230423 The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securities and are not soliciting an offer to buy these securi

AMG Announces Resignation of Patrick T. Ryan from its Board of Directors

EX-99.1 Exhibit 99.1 Investor Relations: Anjali Aggarwal Media Relations: Jonathan Freedman (617) 747-3300 [email protected] [email protected] AMG Announces Resignation of Patrick T. Ryan from its Board of Directors WEST PALM BEACH, August 3, 2020 – Affiliated Managers Group, Inc. (NYSE: AMG) today announced that Patrick T. Ryan has decided to resign from its Board of Directors, effective immediately. Mr. Ryan

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 3, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): August 1, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

AMG Appoints Tracy A. Atkinson to its Board of Directors

EX-99.1 Exhibit 99.1 Investor Relations: Anjali Aggarwal Media Relations: Jonathan Freedman (617) 747-3300 [email protected] [email protected] AMG Appoints Tracy A. Atkinson to its Board of Directors u New independent Director will enhance diversity of expertise on AMG’s Board of Directors u With the addition of Ms. Atkinson, 43% of AMG’s independent Directors are female WEST PALM BEACH, FL, August 3, 2020 – Af

Amendment No. 1 to Affiliated Managers Group, Inc. 2011 Stock Option and Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.1 AMENDMENT NO 1. TO THE AFFILIATED MANAGERS GROUP, INC. 2011 STOCK OPTION AND INCENTIVE PLAN This Amendment to the Affiliated Managers Group, Inc. 2011 Stock Option and Incentive Plan (the “Plan”) is effective as of July 22, 2020, pursuant to Section 8 of the Plan. 1. Administration of Employee Tax Withholdings. Subparagraph (b)(Tax Withholding-Payment in Stock) of Section 6 of the Pla

Form of Restricted Stock Unit Award Agreement for Directors pursuant to Affiliated Managers Group, Inc. 2020 Equity Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.7 DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Name of Grantee: Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and/or restated from time to time (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) hereby

Agreement, dated as of May 15, 2020, by and between Affiliated Managers Group, Inc. and Hugh P. B. Cutler (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.13 Without prejudice and subject to contract DATED 15 MAY 2020 AFFILIATED MANAGERS GROUP LIMITED as Company HUGH P. B. CUTLER as Employee SETTLEMENT AGREEMENT Without prejudice and subject to contract DATED 15 MAY 2020 PARTIES (1) AFFILIATED MANAGERS GROUP LIMITED (company no 06481795) whose registered office is at 5th Floor 35 Park Lane, London W1K 1RB (the “Company”) (2) HUGH P. B. CU

Amendment No. 1 to Affiliated Managers Group, Inc. 2006 Stock Option and Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.2 AMENDMENT NO 1. TO THE AFFILIATED MANAGERS GROUP, INC. 2006 STOCK OPTION AND INCENTIVE PLAN This Amendment to the Affiliated Managers Group, Inc. 2006 Stock Option and Incentive Plan (the “Plan”) is effective as of July 22, 2020, pursuant to Section 8 of the Plan. 1. Administration of Employee Tax Withholdings. Subparagraph (b)(Tax Withholding-Payment in Stock) of Section 6 of the Pla

Annual Director Compensation*

Exhibit 10.12 Annual Director Compensation Board of Directors: Annual Equity Awards Restricted Stock Units $ 80,000 Stock Options $ 120,000 Base Annual Fee — Restricted Stock Units $ 80,000 Chairman of the Board Annual Fee — Restricted Stock Units $ 100,000 Committee Fees — Restricted Stock Units Audit Committee Membership Annual Fee $ 20,000 Audit Committee Chair Annual Fee $ 35,000 Compensation

Amendment No. 1 to Affiliated Managers Group, Inc. 2002 Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.3 AMENDMENT NO 1. TO THE AFFILIATED MANAGERS GROUP, INC. AMENDED AND RESTATED 2002 STOCK OPTION AND INCENTIVE PLAN This Amendment to the Affiliated Managers Group, Inc. Amended and Restated 2002 Stock Option and Incentive Plan (the “Plan”) is effective as of July 22, 2020, pursuant to Section 13 of the Plan. 1. Administration of Employee Tax Withholdings. Subparagraph (b)(Tax Withholdin

Form of Stock Option Agreement pursuant to Affiliated Managers Group, Inc. Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.11 STOCK OPTION AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. STOCK OPTION AND INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. stock option and incentive plan referred to on Exhibit A hereto (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) hereby grants to the optionee named on Exhibit A he

Amendment No. 1 to Affiliated Managers Group, Inc. 1997 Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.4 AMENDMENT NO 1. TO THE AFFILIATED MANAGERS GROUP, INC. AMENDED AND RESTATED 1997 STOCK OPTION AND INCENTIVE PLAN This Amendment to the Affiliated Managers Group, Inc. Amended and Restated 1997 Stock Option and Incentive Plan (the “Plan”) is effective as of July 22, 2020, pursuant to Section 8 of the Plan. 1. Administration of Employee Tax Withholdings. Subparagraph (b)(Tax Withholding

Form of Stock Option Award Agreement for Directors pursuant to Affiliated Managers Group, Inc. 2020 Equity Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.9 DIRECTOR NON-QUALIFIED STOCK OPTION AWARD AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Name of Optionee: Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and/or restated from time to time (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) h

Form of Restricted Stock Unit Award Agreement pursuant to Affiliated Managers Group, Inc. 2020 Equity Incentive Plan*

Exhibit 10.6 RESTRICTED STOCK UNIT AWARD AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and/or restated from time to time (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) hereby grants to the grantee name

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Amended and Restated By-laws*

Exhibit 3.1 AMENDED AND RESTATED BY-LAWS OF AFFILIATED MANAGERS GROUP, INC. ARTICLE I Stockholders SECTION 1.Annual Meeting. The annual meeting of stockholders shall be held at the hour, date and place within or without the United States which is fixed by the majority of the Board of Directors, the Chairman of the Board, if one is elected, or the Chief Executive Officer, which time, date and place

Form of Stock Option Award Agreement pursuant to Affiliated Managers Group, Inc. 2020 Equity Incentive Plan*

Exhibit 10.8 STOCK OPTION AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2020 Equity Incentive Plan, as amended and restated from time to time (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) hereby grants to the optionee named on Exhibit A he

Form of Restricted Stock Unit Award Agreement pursuant to Affiliated Managers Group, Inc. 2002 Stock Option Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No. 001-13459), filed July 31, 2020)

Exhibit 10.10 RESTRICTED STOCK UNIT AWARD AGREEMENT PURSUANT TO AFFILIATED MANAGERS GROUP, INC. 2002 STOCK OPTION AND INCENTIVE PLAN Pursuant to the Affiliated Managers Group, Inc. 2002 Stock Option and Incentive Plan, as amended and/or restated from time to time (the “Plan”), and subject to the terms of this agreement (the “Agreement”), Affiliated Managers Group, Inc. (the “Company”) hereby grant

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 27, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

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AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2020 Company reports EPS of $0.65, Economic EPS of $2.74 in second quarter of 2020 Net Income (controlling interest) of $31 million, Economic Net Income of $130 mill

Exhibit 99.1 Investor Relations: Media Relations: Anjali Aggarwal Jonathan Freedman +1 (617) 747-3300 [email protected] [email protected] AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2020 Company reports EPS of $0.65, Economic EPS of $2.74 in second quarter of 2020 Net Income (controlling interest) of $31 million, Economic Net Income of $130 million Issued $350 million 10

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): July 23, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Comm

- S-8

S-8 1 d919223ds8.htm S-8 As filed with the Securities and Exchange Commission on July 24, 2020 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 AFFILIATED MANAGERS GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 04-3218510 (State or other jurisdiction of incorporation or organization)

Affiliated Managers Group, Inc. 2020 Equity Incentive Plan (incorporated by reference to the Company’s Registration Statement on Form S-8 (No. 333-240091), filed July 24, 2020)

EX-4.7 Exhibit 4.7 AFFILIATED MANAGERS GROUP, INC. 2020 EQUITY INCENTIVE PLAN 1. PURPOSE This 2020 Equity Incentive Plan (the “Plan”) has been established to advance the interests of the Company by providing for the grant to Participants of incentive Awards. The purpose of the Plan is to encourage and enable the officers, employees, directors (including Independent Directors) and other key persons

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): June 9, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

Underwriting Agreement, dated June 2, 2030, among Affiliated Managers Group, Inc. and Citigroup Global Markets Inc., J.P. Morgan Securities LLC and Wells Fargo Securities, LLC, as representatives of the underwriters named therein

EX-1.1 Exhibit 1.1 AFFILIATED MANAGERS GROUP, INC. $350,000,000 3.300% SENIOR NOTES DUE 2030 UNDERWRITING AGREEMENT DATED JUNE 2, 2020 Underwriting Agreement June 2, 2020 Citigroup Global Markets Inc. J.P. Morgan Securities LLC Wells Fargo Securities, LLC As Representatives of the several Underwriters listed in Schedule I hereto c/o Citigroup Global Markets Inc. 388 Greenwich Street New York, New

Indenture for Senior Notes between Affiliated Managers Group, Inc., as issuer, and U.S. Bank National Association, as trustee, dated as of June 5, 2020 (incorporated by reference to the Company's Current Report on Form 8-K (No. 001-13459), filed June 5, 2020)

EX-4.1 Exhibit 4.1 AFFILIATED MANAGERS GROUP, INC., as Company, and U.S. BANK NATIONAL ASSOCIATION, as Trustee SENIOR INDENTURE Dated as of June 5, 2020 CROSS-REFERENCE TABLE TIA Section Indenture Section 310 (a)(1) 8.9 (a)(2) 8.9 (a)(3) N/A (a)(4) N/A (a)(5) 8.9 (b) 8.8;8.9 (c) N/A 311 (a) 8.13 (b) 8.13 (c) N/A 312 (a) 9.1 (b) 9.2 (c) 9.2 313 (a) 9.3 (b)(1) 9.3 (b)(2) 9.3 (c) 9.3 (d) 9.3 314 (a)

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): June 2, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

First Supplemental Indenture related to the 3.300% Senior Notes due 2030, dated as of June 5, 2020, between Affiliated Managers Group, Inc., as issuer, and U.S. Bank National Association, as trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company's Current Report on Form 8-K (No. 001-13459), filed June 5, 2020)

EX-4.2 Exhibit 4.2 AFFILIATED MANAGERS GROUP, INC. First Supplemental Indenture Dated as of June 5, 2020 3.300% Senior Notes due 2030 (First Supplement to the Senior Indenture Dated as of June 5, 2020) U.S. BANK NATIONAL ASSOCIATION, as Trustee FIRST SUPPLEMENTAL INDENTURE, dated as of June 5, 2020, between Affiliated Managers Group, Inc., a Delaware corporation (herein called the “Company”), havi

June 4, 2020

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Registered Amount to be Registered Proposed Maximum Aggregate Offering Price Per Unit Proposed Maximum Aggregate Offering Price(1) Amount of Registration Fee(1) 3.300% Senior Not

424B5 1 d936661d424b5.htm 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-230423 CALCULATION OF REGISTRATION FEE Title of Each Class of Securities to be Registered Amount to be Registered Proposed Maximum Aggregate Offering Price Per Unit Proposed Maximum Aggregate Offering Price(1) Amount of Registration Fee(1) 3.300% Senior Notes due 2030 $350,000,000 99.957% $349,8

Affiliated Managers Group, Inc. 3.300% Senior Notes due 2030 Term Sheet June 2, 2020

FWP 1 d936661dfwp.htm FWP Issuer Free Writing Prospectus dated June 2, 2020 Filed Pursuant to Rule 433 Relating to Preliminary Prospectus Supplement dated June 2, 2020 Registration Statement No. 333-230423 Affiliated Managers Group, Inc. $350,000,000 3.300% Senior Notes due 2030 Term Sheet June 2, 2020 The following information relates only to Affiliated Managers Group, Inc.’s offering (the “Offer

Subject to completion, dated June 2, 2020

424B5 1 d936661d424b5.htm 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-230423 The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securities and are not soliciting an offer to buy these secur

May 18, 2020

DEFA14A 1 d913423ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): May 11, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Commi

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-13459 AFFILIATED MANAGERS GROUP, INC.

Annual Director Compensation*

Exhibit 10.1 Annual Director Compensation Board of Directors: Base Annual Fee — Restricted Stock Units $ 80,000 Lead Director Annual Fee — Restricted Stock Units $ 100,000 Annual Equity Awards Restricted Stock Units $ 120,000 Stock Options $ 80,000 Committee Fees — Restricted Stock Units Audit Committee Membership Annual Fee $ 20,000 Audit Committee Chair Annual Fee $ 35,000 Compensation Committee

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event reported): April 28, 2020 AFFILIATED MANAGERS GROUP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation) 001-13459 04-3218510 (Com

Definitive Proxy Statement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin

- DEFA14A

DEFA14A 1 amg-defa14a20200529.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only

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