All data as of 12/31/13, unless otherwise indicated.

Managed Accounts 



A managed account is a portfolio targeted to the needs of individual investors, trusts, corporations, not-for-profit and Taft-Hartley Plans that offer the following benefits:

  • Direct ownership of securities, added transparency
  • Investment flexibility to restrict purchases of specific securities
  • Tax management capabilities

Allianz Global Investors U.S. LLC provides advisory services through wrap and managed account programs that are sponsored by banks, broker-dealers or other investment advisers. Allianz Global Investors U.S. LLC  investment strategies are based on model recommendations provided by both affiliated and unaffiliated investment advisers (the “Sub-Advisers”). The affiliated Sub-Advisers that provide investment model recommendations to Allianz Global Investors U.S. LLC are: NFJ Investment Group LLC and  Pacific Investment Management Company LLC (PIMCO).

Prospective clients should consult their financial advisor about an investment strategy that is appropriate for their investment objectives risk tolerance tax status and liquidity needs. The availability of our Managed Accounts listed below varies across investment firms.

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Allianz Global Investors Managed Accounts LLC merged into Allianz Global Investors US LLC on January 1, 2013.

Allianz Global Investors U.S. LLC manages accounts using a model portfolios developed by sub-advisors as a guide. While Allianz Global Investors U.S. LLCgenerally intends to follow sub-advisor recommendations, as the account manager it has the discretion to accept or reject any investment recommendation and to deviate from the model portfolio. For certain sponsor firm accounts, Allianz Global Investors U.S. LLC provides the sub-advisor''s model to the sponsor or the sponsor''s designee for discretionary implementation.

Please refer to each strategy profile page for more information on the products listed above, including the necessary risk disclosures. Some products and services may not be available at all broker/dealer firms. Under no circumstances does the information contained within represent a recommendation to buy or sell securities.

The managed account strategies described in this material are offered by Allianz Global Investors U.S. LLC. Allianz Global Investors U.S. LLC is an SEC registered investment adviser.  Participation in the strategy is restricted to accounts with a minimum asset level and may not be suitable for all clients.

 
Allianz Global Investors U.S. LLC, 1633 Broadway, New York, NY 10019-7585.
 
AGI-2012-12-31-5422

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