generated: '2026-08-30'
method: derived
source: >-
  openapi/affiliated-managers-group-funds-data-openapi.yml,
  openapi/affiliated-managers-group-corporate-openapi.yml, and live payloads observed on 2026-08-30
provider: Affiliated Managers Group
providerId: affiliated-managers-group
summary: >-
  The entity graph behind AMG's two site-backing APIs. It is small and content-shaped: an Affiliate
  (the boutique investment firm) manages a Fund, a Fund is sold in one or more share classes each with
  its own Ticker, and Morningstar ratings and style-box data hang off the ticker. There is no customer,
  account, order or transaction entity anywhere in the public surface — these APIs describe products,
  not holdings.
entities:
  - name: Affiliate
    description: An independent investment management firm in which AMG holds an equity stake. AMG's marketing calls these boutiques.
    source: POST /amginc/v1/affiliates
    identifiers:
      - field: name
        note: No stable machine identifier is exposed; the affiliate is keyed by display name and by its amg.com page URL.
      - field: url
        note: Canonical page, e.g. https://www.amg.com/affiliate/abacus/
    fields:
      - name
      - logo
      - amg_affiliates_founded
      - amg_affiliate_since
      - url
  - name: Fund
    description: An AMG-branded mutual fund, identified by an AMG internal fund_id shared across its share classes.
    source: GET /amgfundsdata/v1/products/funds, GET /amgfundsdata/v1/products-data
    identifiers:
      - field: fund_id
        example: '10QH'
        note: Repeats across every share class of the same fund.
    fields:
      - fund_id
      - b_fund_name
      - fund_type
      - fund_sub_type_1
      - fund_sub_type_2
      - asset_class
      - inception_date
      - manager_id
      - manager_name
  - name: ShareClass
    description: A purchasable share class of a Fund, identified by ticker. This is the row unit of the product finder.
    source: GET /amgfundsdata/v1/products/funds, GET /amgfundsdata/v1/products-table
    identifiers:
      - field: ticker
        example: BBAIX
      - field: wp_product_id
        note: WordPress product id; the key used by the style-box routes.
    fields:
      - ticker
      - share_class
      - short_share_class
      - fund_name
      - nav
      - month_end_date
      - perf_1yr
      - perf_3yr
      - perf_5yr
      - perf_10yr
      - perf_15yr
      - perf_20yr
      - inception
      - rating_overall
  - name: SmaStrategy
    description: A separately managed account strategy, addressed by its own identifier rather than a fund ticker.
    source: GET /amgfundsdata/v1/sma-detail/{ticker}/performance
    identifiers:
      - field: ticker
        note: Not a mutual fund ticker; a fund ticker returns 404 sma_not_found.
  - name: MorningstarRating
    description: Morningstar overall rating, analyst/medalist rating and style box, carried on the share class row and served by dedicated panel routes.
    source: GET /amgfundsdata/v1/products/morningstar-quickview/{ticker}, GET /amgfundsdata/v1/products/msstylebox/{wpid}/{style}/{fundtype}
    fields:
      - rating_overall
      - analyst_rating
      - analyst_rating_with_date
      - MS_MedalistRatingDate
      - style_value
relationships:
  - from: Fund
    to: ShareClass
    type: has_many
    via: fund_id
    evidence: Multiple rows in products/funds share one fund_id with different tickers (e.g. MSSVX, MSSCX, MSSYX under fund_id 8901030).
  - from: ShareClass
    to: Fund
    type: belongs_to
    via: fund_id
  - from: Affiliate
    to: Fund
    type: has_many
    via: manager_name / manager_id
    evidence: Each product row names the managing boutique; the boutique panel route returns the affiliate for a ticker.
    confidence: medium
    note: manager_name is a display string, not a foreign key onto the Affiliate `name` returned by /amginc/v1/affiliates, so joining the two APIs requires string matching.
  - from: ShareClass
    to: MorningstarRating
    type: has_one
    via: ticker
  - from: ShareClass
    to: MorningstarRating
    type: has_one
    via: wp_product_id
    note: The style-box routes key on wp_product_id rather than ticker.
cross_api_join:
  description: >-
    The affiliate roster lives on www.amg.com and the fund data lives on wealth.amg.com. They are
    separate WordPress installs with separate namespaces and no shared identifier — the only bridge is
    the boutique's display name. This is the single most useful gap to note about AMG's data model.
  confidence: low
gaps:
  - No schema, JSON Schema or field reference is published for any entity.
  - No stable identifier for an Affiliate.
  - Performance fields are strings, including the sentinel "-" for not-applicable, rather than nulls or numbers.
  - Dates are US-format strings (MM/DD/YYYY), not ISO 8601; the sentinel 01/01/1970 appears for absent rating dates.