MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Friday, September 5, 2025 An $83B-AUM Multiboutique Lights Up Its New But Familiar Brand The folks at an $83.3-billion-AUM, 202-person, multi-boutique asset manager in the Dallas-Fort Worth area are rolling out a new but familiar name for the firm. Yet its subsidiaries' brands will remain unchanged.
A spokesperson for American Beacon Partners confirms that the rebranding officially took effect yesterday, after several months in the works. Blue Flame Thinking supported American Beacon Partners' rebranding initiative, the spokesperson adds, while Craft & Capital is helping the multiboutique with media relations. American Beacon Partners is the parent of at least six affiliates: four boutique asset managers (National Investment Services of America, LLC, RSW Investment Holdings LLC, Shapiro Capital Management LLC, and SSI Investment Management LLC), plus a subadvised fund firm (the aforementioned American Beacon Advisors, Inc.) and a distribution arm (Resolute Investment Distributors, Inc.). A spokesperson for American Beacon Partners confirms that "American Beacon Partners and American Beacon Advisors now have new logos and updated marketing collateral, including websites," but clarifies that "no other rebranding efforts are planned" for the American Beacon Partners family of companies. "American Beacon Advisors and the American Beacon family of exchange-traded funds and mutual funds have new logos and an updated website and marketing collateral," Stumm tells MFWire in an emailed statement. "We hope these updates will highlight our open-architecture approach and diverse lineup of independent investment firms that help us deliver innovative and differentiated investment solutions to support the evolving financial goals of investors": This is a time of unprecedented change across both the asset and wealth management worlds, as public and private markets converge, alternatives go mainstream, and the competition for investor attention and assets grows fiercer by the day. Given that immense change, the time is right for us to introduce our bold, new brand and visual identify — which draws on decades of investment expertise, innovation and adaptability to deliver enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Harris highlights the American Beacon Partners team's "extensive experience" working with boutique asset managers in a variety of ways. "No asset manager is created the same, so our approach to partnership is never one-size-fits-all," Harris states. "In some cases, the best approach to achieving scale is through an affiliate model, where an asset manager is acquired by our firm. In other cases, a strategic distribution partnership may offer a clearer path to growth and scale." Cavazos notes that the freshly rebranded multiboutique works with "more than 30 institutional-caliber asset managers," most of them independent allies and subadvisors. Those boutiques' specialities range from alternatives (and liquid alts), to equity, to fixed income, to other private market investments. "The organization's technology and resources also allow it to deliver these strategies in a variety of vehicles, including mutual funds, exchange-traded funds, model delivery, collective investment trusts, separately managed accounts, private offerings and interval funds," Cavazos states. Wozniak explains part of the meaning behind the multiboutique's new but familiar name. "A beacon is a signal or a guide, particularly valuable when conditions are cloudy and paths are unclear, which today's modern markets have certainly become," Wozniak states. "Having 'beacon' in the company's new name was important to us from the outset when we first began discussing the possibility of enhancing our brand." Schilling describes American Beacon Partners as an ally to "advisors looking to solve their clients' most vexing investment challenges and reclaim time that would best be spent working directly with those clients." And he describes what the multiboutique offers its asset manager allies. "For the investment management firm delivering differentiated exposures, smoothing the seas during choppy markets or finding opportunities for uncorrelated alpha where others have missed, we can provide the distribution, operational and administrative services that allow talented investment managers to manage their investments," Schilling states. Looking ahead, watch for the American Beacon Advisors team to continue expanding their product suite. "The future of American Beacon Advisors looks bright," Stumm writes. "Given our expertise in product innovation, client marketing and service, and manager selection, we feel that the time is right for us to expand the business, broaden our exchange-traded fund and private offerings, and build on the strong platform that we've developed over approximately 40 years." "Given the expansion of active exchange-traded funds and collective investment trusts — and all of the product innovation across both public and private markets — we expect to see a broader expansion of our offerings and solutions that we deliver to clients," Stumm adds. (The American Beacon Advisors team entered the ETF space in 2023.) The transformation of Resolute Investment Managers into American Beacon Partners comes less two years after new owners took over the multiboutique at the end of 2023 as part of a planned recapitalization deal. The name change also comes about a year after Stumm, now a 13-year company veteran, took over as president and CEO. American Beacon Partners' roots go back to the 1986 birth of AMR Investments, then an affiliate of American Airlines. The subadvised fund firm rebranded as American Beacon Advisors in 2005, then spun off as an independent company in 2008. As for the Resolute name, that dates back eight years to the 2017 transformation of American Beacon Advisors' PE-backed holding company, Astro AB Borrowers, into Resolute Investment Managers. *These figures are as of June 30, 2025 and encompass all of American Beacon Partners' boutique affiliate subsidiaries. Printed from: MFWire.com/story.asp?s=70374 Copyright 2025, InvestmentWires, Inc. All Rights Reserved |
