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

All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Rydex|SGI, CurrencyShares [ETFs]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Rydex|SGI and Security Global Investors
9601 Blackwell Road
Suite 500
Rockville, MD  20850
Google Maps

Main Phone: 785-438-3127
Web Site: http://www.rydex-sgi.com/index.html

Mutual Fund Brand(s)
Rydex|SGI, CurrencyShares [ETFs]

Research Links
  • SEC Fund Filings by CIK

  • Background:
    In September 2011 Guggenheim Partners revealed a plan to consolidate all 11 of its asset management businesses, including Rydex|Security Global Investors (SGI), into a single, new, subsidiary: Guggenheim Investments [see Guggenheim's profile]. Guggenheim plans to keep the Rydex name on only the Rydex Target Beta funds.

    In January 2008, Rydex Investments was purchased by the Topeka, Kansas-based insurer Security Benefit. The following year, Rydex was integrated with Security Global Investors, Security Benefit's other asset management business. Rydex maintained its original headquarters in Rockville, Maryland. Rydex's traditional leveraged and inverse mutual funds continued to bear the Rydex Investments name after the merge, but the other Rydex and Security Global funds, as well as SGI's variable insurance products, switched to the merged Rydex|SGI brand.

    Rydex|SGI offers funds that follow many actively managed strategies, including Asset Allocation, Fixed Income, Global, U.S. Blend, U.S. Growth, U.S. Value, Opportunistic, Pure Styles, Commodities, Real Estate, Sectors, and Money Market. Their Leverage/Inverse funds include Domestic Equity/Broad Market, Fixed Income, and International Equity funds. In 2005, Rydex Investments launched the first-ever currency ETF called the Euro Currency Trust. Rydex has since has launched a series of funds tracking all major currencies under the brand CurrencyShares.

    In June 2009, Security Benefit sold Rydex|SGI's brokerage arm, Rydex Financial Services (RFS), to Boston-based CEROS Financial Services. RFS officially became a part of CEROS in September 2009.

    In February 2010, Rydex|SGI's parent company, Security Benefit, unveiled a $400 million deal to sell itself to a group of investors led by Guggenheim Partners. Guggenheim also owns ETF provider Claymore Investments.

    The Guggenheim-led purchase of Security Benefit closed on August 2, 2010.
    Sponsored Opportunities

    Key People:
    Marc Zeitoun
    Head of Intermediary Distribution, Guggenheim Investments
    Richard Goldman
    Independent Board Director, Becket Capital
    Sanjay Yodh
    Head of Institutional Distribution, Proshares
    Dawn Kahler
    VP, Marketing & Communications, Rydex Funds
    Story Archive for Rydex|SGI and Security Global Investors
    Published On Story Headline Publication
    7/5/2017 GlobalX, Angel Oak, and IndexIQ Climb the Ranks! MFWire.com
    5/31/2017 Filings for Fundsters - May 31, 2017 MFWire.com
    4/3/2017 Filings for Fundsters - April 3, 2017 MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    12/9/2016 Filings for Fundsters - December 9, 2016 MFWire.com
    2/13/2012 Judge Approves a $5.5M Rydex Settlement MFWire.com
    11/7/2011 WSJ Ponders Hedge-Fund Replicators MFWire.com
    11/2/2011 Fund Firms Downplay MF Global's Collapse MFWire.com
    10/6/2011 The WSJ Cautions Against Futures Offerings MFWire.com
    9/21/2011 Guggenheim Consolidates, Yet the Rydex Name Lives On MFWire.com
    7/6/2011 Which Asset Managers are Innovative in the Eyes of Advisors? MFWire.com
    5/12/2011 'Forward' Thinking Fund Firms Embark on an Advisor Road Show MFWire.com
    3/14/2011 Are These ING and Fidelity Funds on the Right Track? MFWire.com
    1/13/2011 Rydex Expands its Lineup of Equal Weight ETFs MFWire.com
    1/5/2011 Rydex SGI Merges Some Units MFWire.com
    12/23/2010 Rydex SGI's Product Launch Catches the WSJ's Eye MFWire.com
    11/30/2010 Rydex to Launch New ETFs MFWire.com
    10/5/2010 Bigger Advisors Drink the Alternatives Kool-Aid MFWire.com
    9/15/2010 Rydex Plans 19 Un-Leveraged ETFs MFWire.com
    9/2/2010 Guggenheim Tried to Take Over the Value Line Funds MFWire.com
    9/2/2010 130/30 Funds Caught Short MFWire.com
    7/20/2010 Goldman Talks Growth, Guggenheim MFWire.com
    7/20/2010 Rydex|SGI Finds Growing RIA Appetite for Alts MFWire.com
    7/1/2010 Rydex Can't Change Class-Action Venues MFWire.com
    6/2/2010 No Surprise: Euro ETFs Track the Euro Up and Down MFWire.com
    5/4/2010 Rydex's Parent-To-Be Launches a Trio of Funds MFWire.com
    4/26/2010 Pimco Emerges as a Debt Collector MFWire.com
    4/20/2010 Ex-Van Kampen Chief Lands a New Gig MFWire.com
    4/13/2010 Shapiro Eyes Leveraged ETFs MFWire.com
    3/22/2010 Rydex is Hit with a Class-Action Suit MFWire.com
    3/9/2010 Are Spend-Happy Equity Funds Slowing Down the Rally? MFWire.com
    2/17/2010 Rydex | SGI Chief Plans Internal Expansion Post-Merger MFWire.com
    2/16/2010 A $400 Million Deal Sends Rydex to a New Parent MFWire.com
    1/6/2010 WSJ Forecasts Mutual Fund Sun With a Chance of Clouds in '10 MFWire.com
    12/17/2009 Rydex|SGI Prowls for Three Sales Directors MFWire.com
    12/15/2009 Security Global Scores a Sub-Advisory Win MFWire.com
    9/3/2009 A Piece of Rydex Officially Leaves the Security Benefit Fold MFWire.com
    8/6/2009 A Class Action Firms Looks at Eight B-Ds Over Leveraged ETFs MFWire.com
    8/6/2009 Small Fund Shops Shut Out the Big Boys MFWire.com
    7/16/2009 Three Leveraged ETF Providers are in Galvin's Sights MFWire.com
    7/6/2009 Rydex/SGI Intros its Newest Alternative Strategy MFWire.com
    6/9/2009 Rydex|SGI Execs Defend their Family of Alternatives MFWire.com
    6/3/2009 SBI Sells Part of Rydex MFWire.com
    6/3/2009 WSJ Highlights Inflation-Fighting Funds From MFS and Others MFWire.com
    6/2/2009 Fitch Downgrades Rydex's Parent MFWire.com
    6/1/2009 USA Today Sees Bad News for Some Niche Funds MFWire.com
    5/27/2009 Rydex Keeps its Brand Alive for Advisors MFWire.com
    5/14/2009 Leveraged ETFs Capture More Media Attention MFWire.com
    5/14/2009 Another Fund Company Bets on Active ETFs MFWire.com
    5/13/2009 Is Rydex About to Change Hands Again? MFWire.com
    4/27/2009 ProFunds Hires a Marketing Pro MFWire.com
    4/6/2009 Rydex Taps SunGard's Asset Arena MFWire.com
    3/27/2009 Rydex to Rechristen Several Funds Next Week MFWire.com
    3/13/2009 An ETF Firm Embarks on a Wholesaler Search MFWire.com
    3/12/2009 AdvisorShares Taps a Sub-Advisor for its Active ETF-of-ETFs MFWire.com
    3/3/2009 AP Attacks Absolute Return Funds MFWire.com
    2/6/2001 Hancock Exits 401k Biz MFWire.com
     News Archives
    2024: Q3Q2Q1
    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 - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
    2. IMEA webinar - Snapshot on the Talent Landscape, June 18
    3. 2024 MMI National Accounts Roundable, June 18
    4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
    5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
    6. New York YPEM Cornhole Classic, June 25
    7. Celebrating 100 Years of the Mutual Fund, June 25
    8. 2024 MMI Institutional Roundtable, June 26
    9. Morningstar Investment Conference Conference 2024, Jun 26-27
    10. WE PNW Seattle - Pickleball and Networking, June 27
    11. Celebrating 100 Years of the Mutual Fund, July 11
    12. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
    13. MFDF Director Discussion Series - Open Forum via Zoom, July 17
    14. MFDF Director Discussion Series - Open Forum (New York), July 23
    15. IMEA Portfolio Construction Roundtable, September 19
    16. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
    17. 2024 MMI Annual Conference, Oct 15-17
    18. IMEA Philanthropic Day, October 22
    19. IMEA Leadership Summit, October 23
    20. IMEA Star Awards Celebration, October 23
    21. IMEA Marketing Summit, October 24
    22. 5th Annual ETFGI Global ETFs Insight Summit, October 29
    23. MFDF Director Discussion Series - Open Forum (Denver), November 6
    24. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
    25. MFDF 2025 Directors' Institute, January 27 - 29, 2025
    26. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 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