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Muzinich & Co

PRI reporting framework 2018

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

Muzinich & Co., Inc. (together with its global affiliates, except where specified, throughout this questionnaire, “Muzinich” or the “Firm”) is a global institutional asset manager specializing in corporate credit. For over 27 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, and is strengthened by our high inclusion of women at the senior-most levels of the Firm globally. Our investment offerings include high yield bonds (traditional and short duration), alternative credit/absolute return strategies, syndicated loan, private debt, investment grade corporate and 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, Ireland, Paris, Frankfurt, Zurich, Milan, Madrid and Singapore. 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, socially-responsible screens and Best in Class Environmental, Social, Governance strategies.

 


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).

171 FTE

02.4. Additional information. [Optional]

Muzinich & Co., Inc. 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, investment 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; in 2015, Madrid and Manchester offices and in 2017, Singapore and Dublin offices. All of these offices, except Singapore, house both private debt investment and client relations professionals.  Singapore houses public debt analytics and client relations.

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. In addition, this office houses one private debt investment professional and will be expanded.


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, together with its global affiliates, is the signatory to the PRI. The Firm thinks about global assets under management in one umbrella and requires the implementation of our values globally.


OO 04. Reporting year and AUM

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

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

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

04.5. 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 and 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. Select 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 asset class mix as per attached image [Optional].

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

Muzinich focuses on the credit‐intensive management of US, European, Emerging Market and Global
corporate credit, ranging in credit quality from high yield to investment grade. The Firm offers bond, senior
loan, total return, short duration, global tactical, private debt and long‐short strategies. This range of
corporate credit investment strategies is designed to satisfy today's institutional requirements for
performance, risk control, liquidity and transparency. Investment strategies target income generation and
long term capital growth with limited volatility and 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 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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