Personalized SMAs from our Investor-led, Independent Managers

Separately managed accounts (SMAs) allow you to offer your clients exclusive access to AMG’s broad range of investment strategies, tailored to meet their unique goals.

Strategy (SMA) Asset Class Inception Date Fact Sheet
Beutel Goodman Global Equity Strategy Global Equity 01/01/2001
Beutel Goodman International Equity Strategy International Equity 01/01/2001
Beutel Goodman U.S. Large Cap Value Equity Strategy U.S. Large Cap Equity 01/01/1985
Boston Common Global Impact Equity Strategy Global Equity 09/30/2018
Boston Common International Equity Strategy International Equity 12/31/2004
Boston Common U.S. Large Cap Value Equity Strategy U.S. Large Cap Equity 12/31/2002
Harding Loevner Global Equity ADR Strategy Global Equity 11/30/1989
Harding Loevner International Equity ADR Strategy International Equity 12/31/1989
Montrusco Bolton Global Equity ADR Strategy Global Equity 04/30/2016
Montrusco Bolton U.S. Equity Strategy U.S. Large Cap Equity 12/31/2008
Montrusco Bolton U.S. Large Cap Growth Strategy U.S. Large Cap Equity 03/31/2021
Renaissance Emerging Markets Equity Strategy Emerging Markets Equity 01/01/2008
Renaissance International Equity ADR Strategy International Equity 07/01/1994
Renaissance International Small Cap Equity Strategy International Equity 11/01/2005
Renaissance Large Cap Growth Strategy U.S. Large Cap Equity 07/01/1991
Renaissance Midcap Growth Strategy U.S. Mid-Cap Equity 01/01/2000
Renaissance Small Cap Growth Strategy U.S. Small Cap Equity 01/01/1996

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Download SMA Line-Up

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