Affiliated Managers Group Stock Bond Positions Weight
| MGR Stock | USD 22.40 0.11 0.49% |
Affiliated Managers Group fundamentals help investors to digest information that contributes to Affiliated Managers' financial success or failures. It also enables traders to predict the movement of Affiliated Stock. The fundamental analysis module provides a way to measure Affiliated Managers' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Affiliated Managers stock.
Affiliated | Bond Positions Weight |
Affiliated Managers Group Company Bond Positions Weight Analysis
Affiliated Managers' Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Affiliated Bond Positions Weight Driver Correlations
Understanding the fundamental principles of building solid financial models for Affiliated Managers is extremely important. It helps to project a fair market value of Affiliated Stock properly, considering its historical fundamentals such as Bond Positions Weight. Since Affiliated Managers' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Affiliated Managers' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Affiliated Managers' interrelated accounts and indicators.
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Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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In accordance with the recently published financial statements, Affiliated Managers Group has a Bond Positions Weight of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
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Affiliated Managers ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Affiliated Managers' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Affiliated Managers' managers, analysts, and investors.Environmental | Governance | Social |
Affiliated Fundamentals
| Return On Equity | 0.2 | ||||
| Price To Earning | 2.90 X | ||||
| Revenue | 2.06 B | ||||
| EBITDA | 1.23 B | ||||
| Net Income | 906.1 M | ||||
| Cash And Equivalents | 409.1 M | ||||
| Cash Per Share | 7.23 X | ||||
| Total Debt | 2.54 B | ||||
| Debt To Equity | 39.70 % | ||||
| Book Value Per Share | 63.33 X | ||||
| Cash Flow From Operations | 874.3 M | ||||
| Number Of Employees | 4.1 K | ||||
| Market Capitalization | 5.15 B | ||||
| Total Asset | 9.06 B | ||||
| Retained Earnings | 6.39 B | ||||
| Annual Yield | 0.06 % | ||||
| Net Asset | 9.06 B | ||||
| Last Dividend Paid | 0.37 |
About Affiliated Managers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Affiliated Managers Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Affiliated Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Affiliated Managers Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Affiliated Managers
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Affiliated Managers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Affiliated Managers will appreciate offsetting losses from the drop in the long position's value.Moving against Affiliated Stock
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| 0.4 | PRE | Prenetics Global | PairCorr |
The ability to find closely correlated positions to Affiliated Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Affiliated Managers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Affiliated Managers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Affiliated Managers Group to buy it.
The correlation of Affiliated Managers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Affiliated Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Affiliated Managers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Affiliated Managers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Affiliated Stock Analysis
When running Affiliated Managers' price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.