specification: FinOps Framework
specificationVersion: '1.0'
schema: https://www.finops.org/framework/
provider: Affiliated Managers Group
providerId: affiliated-managers-group
created: '2026-05-04'
# Provenance stamped 2026-08-11: this artifact was written by the API Evangelist
# bulk sweep dated 2026-05-04, not harvested from the provider. See roadmap#35.
method: generated
modified: '2026-05-05'
reconciled: false
notes: AMG operates as a holding company for autonomous investment Affiliates. Costs to LPs
  are fund-level management and performance fees, not API consumption.
tags:
  - FinOps
  - FOCUS
  - Asset Management
  - Financial Services
description: 'FOCUS-aligned FinOps for AMG: investor-fee structures (management + performance)
  charged at the fund/account level by Affiliates.'
sources:
  - https://www.amg.com/
alignedWith:
  framework: FinOps Foundation Framework
  frameworkUrl: https://www.finops.org/framework/
  dataSpec: FOCUS
  dataSpecVersion: '1.3'
  dataSpecUrl: https://focus.finops.org/focus-specification/v1-3/
publisherName: Affiliated Managers Group, Inc.
serviceCategory: Investment Management
billingModel:
  pricingCategory: Subscription
  billingFrequency: Quarterly
  billingCurrency: USD
  chargeCategories:
    - Purchase
    - Adjustment
focusColumns:
  ServiceName: AMG Affiliate Funds
  ServiceCategory: Investment Management
  ProviderName: Affiliated Managers Group
  PublisherName: Affiliated Managers Group, Inc.
  InvoiceIssuerName: AMG Affiliate (per fund)
  BillingCurrency: USD
meters:
  - name: assets_under_management
    unit: USD
    aggregation: avg
    dimensions:
      - affiliate
      - fund
  - name: management_fee
    unit: USD
    aggregation: sum
    dimensions:
      - affiliate
      - fund
  - name: performance_fee
    unit: USD
    aggregation: sum
    dimensions:
      - affiliate
      - fund
principles:
  - name: Visibility
    description: Reconcile fund statements against custodial AUM data; track management/performance
      fee accruals quarterly.
  - name: Allocation
    description: Attribute fees by mandate, account, and affiliate.
  - name: Optimization
    description: Negotiate fee breakpoints at scale; consolidate share classes; review benchmark
      alignment.
  - name: Accountability
    description: Assign investment-committee owner; quarterly fee variance review.