OPUS INVESTMENT MANAGEMENT, INC. other names

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Adviser Profile

As of Date:

03/22/2024

Adviser Type:

- Large advisory firm

Number of Employees:

25 4.17%

of those in investment advisory functions:

15

Registration:

SEC, Approved, 6/22/1993

AUM:

11,392,216,813 5.33%

of that, discretionary:

11,392,216,813 5.33%

GAV:

0

Avg Account Size:

237,337,850 7.52%

SMA’s:

YES

Private Funds:

0

Contact Info

508 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
13B 11B 9B 7B 5B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

OPUS INVESTMENT MANAGEMENT INC Buys 2, Sells 3 in 3rd Quarter
11/04/2022

Related Stocks: SCHB, VTI, NEE, OGE, ITOT,

gurufocus.com

Opus Investment Management Inc Buys Bank of America Corp, Raytheon Technologies Corp, Lockheed ...
05/11/2021

Related Stocks: LMT, CMS, HBAN, BLK, ADP, BK, BAC, RTX, KEY, SPLG, ITOT, VOO,

gurufocus.com

Hanover Insurance Group (THG)
04/01/2021

Q.ai is the trade name of Quantalytics Holdings, LLC. Q.ai, LLC is a wholly owned subsidiary of Quantalytics Holdings, LLC (“Quantalytics”). Quantalytics is not a registered investment adviser ...

Forbes

Hanover Insurance Group Inc.
03/31/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Private Funds

No private funds

Employees




Top Holdings

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922908769 VANGUARD INDEX FDS $34,560,982 23.00% -32.00% -38.00%
00287Y109 ABBVIE INC $7,593,570 5.00% 18.00% 0.00%
037833100 APPLE INC $5,555,952 4.00% -11.00% 0.00%
65339F101 NEXTERA ENERGY INC $5,624,080 4.00% 5.00% 0.00%
713448108 PEPSICO INC $5,460,312 4.00% 3.00% 0.00%
718546104 PHILLIPS 66 $5,520,892 4.00% 23.00% 0.00%
931142103 WALMART INC $5,776,320 4.00% 15.00% 200.00%
595017104 MICROCHIP TECHNOLOGY INC. $5,611,361 4.00% -1.00% 0.00%
744573106 PUBLIC SVC ENTERPRISE GRP IN $5,375,790 4.00% 9.00% 0.00%
911312106 UNITED PARCEL SERVICE INC $3,953,558 3.00% -5.00% 0.00%

Brochure Summary

Overview

A. Opus began as the asset management division of the former State Mutual Life Assurance Company of America (“State Mutual”), incorporated in 1844 in Massachusetts. Opus was incorporated in 1985, doing business first as SMA Financial Corp and then Allmerica Asset Management, reflecting corporate parentage. In 2003, our name was changed to Opus. Opus is a wholly owned subsidiary of The Hanover Insurance Group, Inc. (THG) (“The Hanover”) (previously Allmerica Financial Corporation), which began trading on the New York Stock Exchange as a public company after completing the demutualization of State Mutual in 1995. Our mandate is to provide investment management services to a range of institutional investors on a separate account basis, with a particular focus on investors in the insurance industry. Opus manages money for unaffiliated firms as well as members of The Hanover family of companies (the “Affiliated Clients”). B. Opus generally offers discretionary investment advisory services on fixed income products
to institutional investors including insurance companies, self-insurance groups and other financial institutions. For some of our clients that wish to have equity market exposure, we also offer advisory services related to mutual funds and exchange traded funds. We currently provide advisory services on individual equity securities and alternative investments only to our Affiliated Clients, or as part of a portfolio transition. C. We tailor our investment services to a degree for each client. The individual client investment guidelines, as well as any regulatory investment restrictions or limitations, are considered when implementing the investment strategy for a particular client. Each client, through its investment guidelines, imposes restrictions related to eligible asset classes, duration, diversification and other items. D. Opus does not participate in wrap fee programs. E. As of December 31, 2022, Opus manages $10.8 Billion on a discretionary basis and $0 on a non-discretionary basis.