Quantcast
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
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
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:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - BDC Board Service 101, December 10
  2. WE Boston - Give Back Event, December 10
  3. IMEA Distribution Council webinar - Unlocking Your Competitive Edge: Driving Results Through Net Promoter Excellence, December 10
  4. WE New York - End of Year Celebration, December 11
  5. MFDF webinar - ETF Product Trends: Board Implications, December 11
  6. Nicsa webinar - The Virtues of Corporate Culture, December 11
  7. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  8. IMEA webinar - Driving Equity: The FARE Journey and Its Impact on Financial Services, December 19
  9. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  10. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  11. MFDF webinar - AI and Fund Compliance, January 21, 2025
  12. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  13. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  14. FSI OneVoice 2025, January 27 - 29, 2025
  15. 2025 ICI Innovate, February 3 - 5, 2025
  16. MFDF Director Discussion Series - Open Forum, February 10, 2025
  17. MFDF Director Discussion Series - Open Forum, February 11, 2025
  18. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  19. MFDF Director Discussion Series - Open Forum, April 2, 2025
  20. Envestnet Elevate 2025, April 9 - 10, 2025
  21. MFDF Director Discussion Series - Open Forum, April 15, 2025
  22. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  23. Morningstar Investment Conference 2025, June 25 - 26, 2025
  24. MFDF Director Discussion Series - Open Forum, July 9, 2025




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use