MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

Overview

Magellan Investment Partners North America, Inc. operates as an institutional-focused investment manager and allocator with a concentrated client base. The firm charges fees as a percentage of assets under management and performs both portfolio management for investment companies and the selection of other advisers, indicating it acts as a primary manager and as an allocator to subadvisers. Its registered activities include CPO/CTA functions, which suggests the firm has experience with commodity pool or managed futures strategies and related derivatives execution. The firm is identified as an active ESG investor, so environmental, social and governance considerations factor into its investment selection and oversight processes. Business structure notes: the organization is a domestic corporation that acts as a capital allocator and services institutional clients rather than a broad retail base. It is not registered as a multi-state adviser.

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