Company: T. Rowe Price
Distribution Platform: FundsNetwork
On July 26 T. Rowe Price is expanding
its institutional NTF distribution through a key platform. T. Rowe Price's entire suite of Investor Class funds are now available on Fidelity's new iNTF platform.
Company: Calvert Research and Management
New Fund: Calvert Ultra-Short Income NextShares
On July 20 Calvert filed
a registration statement with the SEC for Calvert Ultra-Short Income NextShares, an exchange-traded managed fund that invests in short-term income investments. The fund is actively managed and is guided by the Calvert Principles for Responsible Investment, an ESG framework.
Company: Oppenheimer Funds
New Fund: Oppenheimer Emerging Markets Revenue ETF (REEM), Oppenheimer Global Revenue ETF (RGLB), and Oppenheimer International Revenue ETF (REFA)
On July 13 OppenheimerFunds launched
the Oppenheimer Emerging Markets Revenue ETF (REEM), the Oppenheimer Global Revenue ETF (RGLB), and the Oppenheimer International Revenue ETF (REFA). They are revenue-weighted strategies in the global marketplace.
Company: Legg Mason
New Fund: Legg Mason Small-Cap Quality Value ETF
On July 14 Legg Mason launched
the Small-Cap Quality Value ETF, which is its first dedicated small-cap, multi-factor ETF, and is sub-advised by Royce & Associates
Company: GuideStone Funds
New Fund: GuideStone Strategic Alternatives Fund
On July 20 GuideStone Funds launched
the GuideStone Strategic Alternatives Fund designed to provide absolute returns with lower volatility than and low correlation to traditional fixed-income and equity markets.
Milestone: $1 billion in AUM.
On July 12 Chiron surpassed
$1 billion in AUM since its first registered fund on December 1, 2015, 18 months ago. The boutique investment management firm has outpaced more than 97 percent of the 543 actively managed funds launched since December 2015, according to Morningstar data.
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