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Muzinich & Co

PRI reporting framework 2017

You are in Organisational Overview » Basic Information

Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Muzinich & Co., Inc. ("Muzinich" or the "Firm") is a global institutional asset manager specializing in corporate credit. For over 26 years we have focused on delivering superior risk-adjusted returns in a variety of market conditions.

We believe our credit team is among the most experienced in the industry. Our investment offerings include high yield bonds (traditional and short duration), alternative credit/absolute return strategies, syndicated loan, private debt and investment grade corporate-plus strategies, across developed and emerging markets. We work very closely with our investors to meet their risk-return requirements.

We are committed to the highest standards of integrity, transparency and corporate governance and maintain a rigorous commitment to risk control.

We are headquartered in New York with offices in London, Manchester, Paris, Frankfurt, Zurich, Milan and Madrid. Our global perspective allows us to build diversified, dynamic portfolios.

Muzinich’s range of corporate credit investment strategies is designed to satisfy today's institutional requirements for performance, risk control, and, with regard to public debt instruments, liquidity and transparency.  Investment strategies target income generation and long term capital growth with limited volatility.  For separate accounts and dedicated Funds, strategies can be tailored to meet specific client investment objectives, risk guidelines, and legal constraints.

For example, Muzinich structures products across a wide variety of jurisdictions and in multiple currencies. The Firm creates portfolios with individualized ratings and duration guidelines, geographic mixes, concentrations, investment instruments and socially-responsible screens.

 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

152 FTE

02.4. Additional information. [Optional]

Muzinich was founded in New York by George Muzinich in 1988. The Firm started managing high yield corporate bond portfolios in September 1990. Since its beginning, the Firm has focused on a relationship-based institutional business that has stressed the importance of producing consistently attractive risk-adjusted returns from research-intensive investments in corporate credit.

In 1999 the Firm added a wholly owned London subsidiary, Muzinich & Co. Limited, to oversee the European strategies among our client portfolios. Both the New York and London offices are staffed with portfolio management, research, trading, compliance, marketing/client service, and administrative professionals.  Accounting and operations functions are domiciled primarily in the Firm’s New York headquarters.  In 2005, Muzinich added a Cologne office (which relocated to Frankfurt in April 2016); in 2009, a Paris office; in 2013, a Zurich office; in 2014, a Milan office; and in 2015, Madrid and Manchester offices.   The Frankfurt and Zurich offices primarily provide additional client servicing and marketing in Europe, while the Paris, Milan, Madrid, and Manchester offices house both investment and client relations professionals.

Muzinich & Co. (Ireland) Limited, a wholly owned subsidiary located in Dublin, is the Firm’s subsidiary for administrative and regulatory management of Muzinich’s European Funds.


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Muzinich & Co., Inc., the parent company, is the signatory to the PRI.  The Firm thinks about global assets under management in one umbrella.


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]

Muzinich focuses on fixed income.  Our investment offerings include high yield bonds (traditional and short duration), alternative credit/absolute return strategies, syndicated loan, private debt and investment grade corporate-plus strategies, across developed and emerging markets.


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 0 0
Fixed income >50% 100 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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