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MFWire: Pioneer Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Pioneer Investments
60 State Street
Boston, MA  02109
Google Maps

Contact
Main Phone: 617-442-4947
Web Site: http://www.pioneerinvestments.com/ria

Mutual Fund Brand(s)
Pioneer Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    On April 23, 2015, Pioneer parent UniCredit unveiled a deal that would puts the U.S. side of Pioneer under a holding company jointly owned by UniCredit and two private equity firms, Warburg Pincus and General Atlantic. Pioneer's non-U.S. operations would combine with Santander Asset Management, and the same holding company company would own two-thirds of that company while Banco Santander would own a third.

    On April 21, 2011, UniCredit officials said they decided to hold on to Pioneer.

    Executives at UniCredit Group said on May 12, 2010 that they are exploring all strategic options for Pioneer Investments. As of August the pitch book was reportedly ready for review by potential bidders.

    A former Barron's reporter1 and WWI aviator2 Philip Carret launched the Fidelity Mutual Trust in 1928 after managing money for his friends and family. The initial effort evolved into Pioneer Investments.

    In 1967, Pioneer became the first investment management firm to launch mutual investments in Italy; in 1969, Pioneer Fund became the first foreign investment fund in Germany. And in 1992, Pioneer marketed the first open-ended fund in Poland.

    In October 2000, UniCredito Italiano Group (now called UniCredit Group), Italy's second largest banking group, acquired Pioneer for $1.2 billion. Pioneer merged with UniCredit's firm Europlus to create a global asset management firm.

    In September 2005, Pioneer acquired the mutual fund business from the Birmingham, Alabama based AmSouth Bancorporation. Of the 23 former AmSouth mutual funds that went to Pioneer through the deal, 16 were reorganized into existing Pioneer funds with generally similar investment objectives and strategies. The remaining seven funds were renamed and became new Pioneer funds. In November of 2006, AmSouth merged with Regions Financial Corp, another Birmingham-based bank, and assumed the Regions name.

    In January 2009, Pioneer inked a deal to take over the remainder of Regions' mutual fund business. (In 2008, Regions moved management of some bond funds to Hyperion-Brookfield Asset Management.) The 11 RMK funds covered in the Pioneer deal collectively held $2 billion in AUM.
    1Outstanding Investor Digest, "Phillip Caret Tribute"
    2The Great War Society, "Notables of the AEF"
    Sponsored Opportunities



    Key People:
    Lisa Jones
    President and CEO, Pioneer Global Asset Management [Pioneer Investments]
    Gregg Dooling
    CFO, Pioneer Investment Management USA Inc.
    John Cogan
    Chairman of the Board, Pioneer Funds
    Bernardo Mingrone
    Chief Financial Officer, Pioneer Investments
    Pioneer Global Asset Management
    Story Archive for Pioneer Investments
    Published On Story Headline Publication
    2/20/2018 Week In Preview, February 20-25 MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    10/3/2017 As Axa Deal Rumors Swirl, What About AB? MFWire.com
    10/2/2017 Week In Preview, October 2-8 MFWire.com
    8/25/2017 Filings For Fundsters - August 25, 2017 MFWire.com
    7/31/2017 Filings for Fundsters - July 31, 2017 MFWire.com
    7/11/2017 Post-Pioneer, Amundi Freezes Hiring and Plans Cuts MFWire.com
    7/5/2017 Amundi Pioneers a New Merger MFWire.com
    7/5/2017 Filings for Fundsters - July 5, 2017 MFWire.com
    7/3/2017 Week In Preview - Happy Fourth of July! MFWire.com
    6/23/2017 Amundi-Pioneer Picks an Americas Chief MFWire.com
    5/2/2017 Three Fund Firm Mergers Near Their Finish Lines MFWire.com
    2/21/2017 Amundi and Pioneer Face Post-Merger Cuts, But ... MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    1/10/2017 Filings for Fundsters - January 10, 2017 MFWire.com
    1/4/2017 Follow the Fundsters - January 4, 2017 MFWire.com
    12/22/2016 Pioneers, Meet the Exec Who Will Decide Your Fate MFWire.com
    12/12/2016 Amundi Buys Pioneer From UniCredit - Press Roundup MFWire.com
    12/12/2016 At Long Last, the Pioneer Sale is Happening MFWire.com
    12/8/2016 As the Buyer Works on Funding, Pioneer Fights Possible Defections MFWire.com
    12/5/2016 The Pioneer Bidding Narrows ... to One MFWire.com
    11/30/2016 Follow the Fundsters - November 30, 2016 MFWire.com
    11/30/2016 Brennan Brings Advisor Distro Chief to Russell MFWire.com
    11/29/2016 The Race For Pioneer Comes Down to Three MFWire.com
    11/21/2016 Pioneer's Pricetag is Too High For This Bidder MFWire.com
    11/16/2016 Is Pioneer-Anima In the Cards? MFWire.com
    11/14/2016 UniCredit Shops Pioneer: A Timeline MFWire.com
    11/10/2016 Will Columbia Threadneedle Win Round Two of This Multinational Auction? MFWire.com
    10/28/2016 Will Pioneer Be This $1.1T Fund Firm's Springboard Into the U.S.? MFWire.com
    10/20/2016 One Pioneer Bidder Reveals Itself ... With a Catch MFWire.com
    10/14/2016 As Deutsche and Pioneer Rumors Swirl, Are Legg Mason and LPL On the Block, Too? MFWire.com
    10/7/2016 Is This $8.91B Asset Management Deal Back On the Table? MFWire.com
    10/5/2016 UniCredit's Pioneer Decision Awaits Another Wrinkle MFWire.com
    9/30/2016 Pioneer Watchers, Tune In On December 13 MFWire.com
    9/22/2016 Will Aberdeen, Allianz, Macquarie, or Natixis Offer $3B For a Multinational Asset Manager? MFWire.com
    9/19/2016 Meet Pioneer's Three Latest Suitors MFWire.com
    9/8/2016 You Have 12 Days to Bid For Pioneer MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    7/28/2016 Will UniCredit Pioneer a New Deal For Its Asset Manager? MFWire.com
    7/14/2016 The Pioneer Deal Faces a New Wrinkle MFWire.com
    5/27/2016 Pioneer's Fate Is Up In the Air, Again MFWire.com
    5/17/2016 ICI GMM 2016 Is About to Begin MFWire.com
    12/16/2015 Pioneer's Orvin Hires an Exec Targeting Indie Advisors MFWire.com
    11/12/2015 Santander and UniCredit Agree On Pioneer's Fate MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    4/24/2015 Lisa Jones Keeps the Reins MFWire.com
    4/24/2015 The Complicated Pioneer Deal Is Here: What Happens in the U.S.? MFWire.com
    4/22/2015 Pioneer USA's New List of Backers Shrinks MFWire.com
    1/7/2015 Pioneer Keeps Hiring After Jones Fills Two Key Posts MFWire.com
    11/26/2014 Pioneer's Jones Is Getting a New Boss MFWire.com
    10/23/2014 A $4.4B Asset Manager's Employees Buy the Rest of Their Forest Back MFWire.com
    9/24/2014 Unicredit Pioneers a Solution MFWire.com
    8/1/2014 Pierri Picks Pioneer's Next U.S. Chief MFWire.com
    2/24/2014 Pioneer's 60 Wholesalers Go to Alts Boot Camp MFWire.com
    9/5/2013 J.P. Morgan and Pioneer Win a Growth Mandate MFWire.com
    9/4/2013 Great-West Replaces Janus With Two Sub-Advisors MFWire.com
    8/19/2013 Deutsche Brings Aboard a Pioneer Exec MFWire.com
    7/22/2013 Greg Saichin Leaves Pioneer for Allianz MFWire.com
    7/22/2013 Pioneer Updates a PM List MFWire.com
    7/18/2013 Pioneer Adds B Shares For a Fund MFWire.com
    7/17/2013 Pioneer Fund Updates Investment Policy MFWire.com
    6/21/2013 Oppenheimer Lures from Pioneer a High Yield Manager MFWire.com
    4/15/2013 Pioneer's CEO Pooh Poohs Talk of a Sale MFWire.com
    4/10/2013 The Next Gig for the Week of April 10, 2013 MFWire.com
    3/18/2013 Pioneer's Hiring in the Big Apple MFWire.com
    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    3/1/2013 Pioneer Hires a J.P. Morgan Fixed Income Bigwig MFWire.com
    1/25/2013 Stork and Reaper for the Week of January 22, 2013 MFWire.com
    1/25/2013 A Fund Firm Unveils Two More Sales Openings MFWire.com
    1/9/2013 Fundsterís Hiring Spree Continues MFWire.com
    1/7/2013 An Asset Manager Bolsters Its Institutional Team MFWire.com
    1/4/2013 Pru and Pioneer Make Key Investing Hires MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/29/2012 Pioneer Wants a Regional VP MFWire.com
    11/12/2012 Pioneer Teaches Advisors MFWire.com
    8/2/2012 Pioneer Grows RIA Sales Team MFWire.com
    7/23/2012 Pioneer Expands in Asia MFWire.com
    6/28/2012 Kingsbury Hires as Pioneer Starts Longterm Growth Push MFWire.com
    5/22/2012 Yates Brings a Pioneer Mandate In-House MFWire.com
    5/11/2012 Yates Will Leave Pioneer For London MFWire.com
    5/1/2012 A Texas Wholesaler Switches Firms MFWire.com
    3/7/2012 Pioneer Funds Shift to an Independent Chairman MFWire.com
    2/27/2012 Pioneer CEO Talks Sales Force Expansion MFWire.com
    1/23/2012 Pioneer Bigwig Reveals Growth Plans MFWire.com
    1/13/2012 Pioneer Plans a Sales Force Expansion MFWire.com
    1/12/2012 Two Boston Fund Firms Join the Blogosphere MFWire.com
    10/18/2011 USA Today Ponders the Worth of Goliath Funds MFWire.com
    10/13/2011 Pioneer Realigns its Retail Sales Force MFWire.com
    9/29/2011 Pioneer Nabs a SSgA Sales Exec MFWire.com
    9/19/2011 Yates Says Pioneer's Suitors 'Had Dubious Profitability' MFWire.com
    8/22/2011 Pioneer Ponders its Options in Russia MFWire.com
    8/10/2011 Will the European Crisis Produce Another Neuberger Berman? MFWire.com
    7/18/2011 Beantown PMs Ponder a Possible U.S. Default MFWire.com
    6/24/2011 Pioneer Gives its Beantown Office a Facelift MFWire.com
    5/3/2011 Pioneer Has Something in Common with OppFunds, Franklin MFWire.com
    4/23/2011 To Sell or Not to Sell? UniCredit Has Made Up its Mind on Pioneer MFWire.com
    4/8/2011 Pioneer's Fate Remains Up in the Air MFWire.com
    3/21/2011 Will Italy Force Pioneer to Stay Italian? MFWire.com
    2/24/2011 UniCredit Awaits Binding Offers for Pioneer MFWire.com
    1/31/2011 UniCredit CEO Gives a Timeframe for a Pioneer Deal MFWire.com
    1/24/2011 Two Suitors are Left Vying for Pioneer MFWire.com
    1/21/2011 Report IDs the Leading Bidder for Pioneer MFWire.com
    1/18/2011 A Possible Pioneer Suitor is in the News Again MFWire.com
    12/17/2010 Pioneer Bidders: And Then There Were Three MFWire.com
    12/8/2010 Another Name Crops Up as a Possible Pioneer Bidder MFWire.com
    11/29/2010 Pioneer CIO Talks Loans MFWire.com
    11/18/2010 Seven Pioneer Suitors Meet with UniCredit Bigwigs MFWire.com
    11/11/2010 93. Federico Ghizzoni MFWire.com
    11/11/2010 UniCredit Continues to Weigh Pioneer's Fate MFWire.com
    11/5/2010 Complete Sale of Pioneer is 'Unlikely' MFWire.com
    10/8/2010 Pioneer is Not Likely to Get Hitched This Year MFWire.com
    10/1/2010 There's a New Boss Atop Pioneer's Parent MFWire.com
    9/30/2010 Natixis' US Chief Fields the Pioneer Question MFWire.com
    9/21/2010 Change at the Top Looms for Pioneer's Parent MFWire.com
    9/17/2010 What's the Latest Buzz on Pioneer? MFWire.com
    8/23/2010 Possible Pioneer Split-Up Gains More Buzz MFWire.com
    8/19/2010 Is Pioneer Headed for a Breakup? MFWire.com
    8/18/2010 Pioneer Sale is Gavel-Ready MFWire.com
    8/6/2010 Axford Joins a Boston Fund Firm 401kWire.com
    8/6/2010 Pioneer Brings Burke on Board MFWire.com
    8/6/2010 Natixis Boss Talks about Pioneer MFWire.com
    8/4/2010 Is Natixis Eyeing Pioneer? MFWire.com
    7/7/2010 Pioneer's Fate Hinges on Regs MFWire.com
    6/22/2010 Pioneer Honchos Go Real Estate Hunting MFWire.com
    6/9/2010 For Some Bond Funds, AUM Surge Doesn't Translate to a Fee Drop MFWire.com
    5/13/2010 UniCredit Makes it Official: Pioneer is on the Block MFWire.com
    5/7/2010 Pioneer Adds to the Fund Family MFWire.com
    5/4/2010 Coming This Fall: More Columbia Ads MFWire.com
    4/6/2010 Two Pioneer Wholesalers Jump to a Rival Firm MFWire.com
    2/17/2010 Pioneer Expands its RIA Distribution MFWire.com
    2/17/2010 WSJ: Why Don't Fund Firms Publicly Criticize Their Portfolio Companies? MFWire.com
    2/11/2010 Pioneer Reorganizes Five Funds MFWire.com
    12/16/2009 Pioneer Taps Hancock, Ameriprise Alums for a Renamed Group MFWire.com
    12/16/2009 Pioneer Names I-O Sales Head 401kWire.com
    12/3/2009 Pioneer's Global Chief Says Arrivederci MFWire.com
    12/2/2009 FAF Advisors Taps a Distribution Partner 401kWire.com
    10/22/2009 Pioneer Merges Two Mid Caps MFWire.com
    8/20/2009 Pioneer Hires an Ex-DWS Exec MFWire.com
    8/20/2009 A Boston Fund Firm Names Head of Strategic Alliances 401kWire.com
    8/1/2009 Touchstone Ends its Hunt for a New Fund Chief MFWire.com
    7/27/2009 Messano's Move to MassMutual is Official 401kWire.com
    7/21/2009 A Pioneer PM is Off to Join the Obama Team MFWire.com
    7/15/2009 Morgan Keegan Finds a Wells Notice on its Doorstep MFWire.com
    3/18/2009 Pioneer Plans Fund Mergers MFWire.com
    12/29/2008 A Boston Fund Firm Cuts 39 Jobs MFWire.com
    10/17/2008 Head East For Fund Company Jobs MFWire.com
    9/15/2008 Expense Ratios Drop 15 Bps For One Bond Fund MFWire.com
    9/12/2008 Pioneer is on the Hunt to Fill an I-O Sales Post 401kWire.com
    7/23/2008 AIG Retirement Woos the Independents 401kWire.com
    5/22/2008 American Funds is Poised to Unleash its 403b Game Plan 401kWire.com
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