The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Stork and Reaper for August 22, 2012  Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, August 22, 2012

Stork and Reaper for August 22, 2012

Reported by JY

Before the Stork flew off today, it delivered a fund.

DMS Advisors filed for the DMS India Bank Index Fund which will invest using the CNX Bank Index. The index measures the return of stocks issues by banking companies located in India. The fund will be managed by Peter Kholi. [SEC Filing]

The Reaper not only closed a fund today, but also liquidated a few.

Sterling Capital Management [profile] has filed to liquidate the Sterling Capital National Tax-Free Money Market, Sterling Capital Prime Money Market Fund, and Sterling Capital U.S. Treasury Money Market Fund. The funds will be liquidated on December 14, 2012. [SEC Filing]

Touchstone Investments [profile] will be closing its Touchstone Small Cap Core Fund to new investments on September 21, 2012, with a few exceptions. As of August 21, 2012, the fund has $430 million in AUM, according to data from Morningstar. [SEC Filing]

Additionally, other funds are being, or will be, reorganized.

Maxim Funds [profile] will replace Bartlett Geer with Darren Jaroch as PM to the Maxim Putnam Equity Income Portfolio. [SEC Filing]

Charles Myers, from Fidelity Investments [profile], will no longer serve as co-PM to the Fidelity Advisor Stock Selector Small Cap Fund. Anmol Mehra and Eirene Kontopoulos will continue to manage the fund. [SEC Filing]

Tim Lindvall, from PineBridge Investments will no longer be managing the Valic Company's Core Bond Fund and Strategic Bond Fund. [SEC Filing]

Richard Holland has retired from Weitz Funds [profile]. [SEC Filing]

Goldman Sachs [profile] will be renaming the Goldman Sachs Balanced Fund to the Goldman Sachs Income Builder Fund.

"Goldman Sachs Income Builder Fund is designed to access income opportunities across a broad set of asset classes." said Glen Casey, global head of global strategy and development for Goldman Sachs Asset Management.

ING Investments [profile] replaced David Iben with Emily Alejos and Andrew Thelen as PMs to the ING Global Value Choice Fund. As of August 21, the fund has $206 million in AUM and a three-star Morningstar rating.[SEC Filing

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. Nicsa webinar - Luxembourg: The FinTech Gateway to Europ, May 18
  2. MMI webinar - How Wealth Firms Can Attract and Retain the Modern Investor, May 18
  3. ICI webinar - New Research Shows "First-Mover" Is a Universal Investor Response — Not Unique to Open-End Mutual Funds, May 18
  4. MFDF webinar - Mutual Fund Director Compensation: The MPI Annual Survey (2022), May 19
  5. 2022 ICI Leadership Summit, May 25-26
  6. ALFI Roadshow to New York, May 25
  7. 2022 IDC Fund Directors Workshop, May 26
  8. Irish Funds Annual Global Funds Conference 2022, May 30-31
  9. WealthManagement Edge, May 31 - June 3
  10. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  11. 28th annual Expect Miracles East Coast Classic, June 9
  12. 2022 Sohn Investment Conference, June 9
  13. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  14. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  15. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  16. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  17. 2022 MMI Emerging Asset Managers Forum, June 23
  18. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  19. Financial Planning INVEST, Jun 28-29
  20. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  21. MFDF Director Discussion Series - Open Forum (New York), July 20
  22. 2022 MMI Distribution Leadership Forum, Jul 20-21
  23. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  24. MFDF webinar - Performance, Perception and Manager Selection, September 14
  25. 2022 ICI Tax and Accounting Conference, Sep 18-21
  26. 5th annual Expect Miracles Atlantic Coast Classic, October 3

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use