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MFWire: Touchstone Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Touchstone Investments
303 Broadway
Suite 1100
Cincinnati, OH  45202-5354
Google Maps

Contact
Main Phone: 866-610-6673
Web Site: https://www.TouchstoneInvestments.com

Mutual Fund Brand(s)
Touchstone Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On April 19, 2017, Touchstone unveiled a deal to buy much of the Sentinel Asset Management mutual fund business from National Life Group. The deal is expected to close in September.

    A member of Western & Southern Financial Group, Touchstone Investments employs a sub-advised model. On July 31, 2009, it named Steve Graziano as its new president.

    On October 4, 2011, Touchstone announced that it will acquire selected assets of Old Mutual Asset Management's U.S. mutual fund business, a deal that will increase Touchstone's AUM to $10 billion. Under the deal, 17 Old Mutual funds will be reorganized into Touchstone funds. The deal is expected to close in the second quarter of 2012.

    In September 2012, Touchstone closed on an acquisition of 16 mutual funds from Fifth Third [profile].

    As of May 31, 2017, Touchstone Investments has $14.03 billion in AUM.
    Sponsored Opportunities



    Key People:
    Blake Moore
    CEO, Touchstone Investments
    Mary Mock
    Senior Vice President, Head of Distribution, Touchstone Investments
    Sharon Karp
    Vice President of Marketing, Touchstone Investments
    Tim Paulin
    Senior Vice President of Investment Research, Touchstone Investments
    Tim Stearns
    Assistant Vice President, Chief Compliance Officer, Touchstone Investments
    Story Archive for Touchstone Investments
    Published On Story Headline Publication
    3/25/2021 Moore Talks About Touchstone's Really Good Match MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    2/8/2021 AIG Will Sell Most of Its MF Biz MFWire.com
    1/26/2021 A 27-Year-Old Firm's New CEO Picks a Distro Chief MFWire.com
    6/9/2020 After 11 Years, a Subadvised Shop's Chief Passes the Reins MFWire.com
    5/7/2020 Graziano Promotes as a Touchstone Vet Takes Over a Subadvisor MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/25/2019 ProShares Wins as Mid-Size Flows Stabilize MFWire.com
    7/6/2018 Bridge Builder Takes the Lead MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    1/31/2018 The Founder of a Touchstone Precursor Dies MFWire.com
    1/29/2018 Bridge Builder Dominated 2017 MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    10/3/2017 Follow the Fundsters - October 3, 2017 MFWire.com
    10/2/2017 ProShares Crushed It In August MFWire.com
    4/20/2017 Why Is National Life Selling Sentinel? MFWire.com
    4/19/2017 Touchstone Buys a National Insurer's Mutual Fund Biz MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    7/11/2016 Stork and Reaper -- July 11, 2016 MFWire.com
    5/31/2016 Touchstone Adopts an Empire State Fund Family MFWire.com
    4/29/2016 Touchstone Re-Teams With a Subadvisor In Transition MFWire.com
    8/28/2015 These Are the Hot ESG Fund Families of 2015, So Far MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    3/24/2015 Federated Stays "Very Active" in Deals, Agreeing to One and Prepping Another MFWire.com
    1/30/2015 Graziano Shares Touchstone's Active New Pitch MFWire.com
    12/30/2013 The 13 Fund Firms that Got the Most Ink in 2013 MFWire.com
    11/4/2013 With Three Alts in Its Cap, Firm is Hungry for More MFWire.com
    10/14/2013 Touchstone Launches an Alt MFWire.com
    9/12/2013 Reuters Profiles a Touchstone Mid-Cap Fund MFWire.com
    8/26/2013 Graziano Changes Touchstone's Compliance Leadership MFWire.com
    8/26/2013 Touchstone Replaces Its CCO and Readjusts Fund Fees MFWire.com
    7/22/2013 Touchstone Adds a PM to Four Funds MFWire.com
    6/26/2013 Graziano Uses a "Center City" Approach to Doubling AUM MFWire.com
    5/29/2013 When a Subadvisor Bows Out, a $15B Shop Spreads its Real Estate Wings MFWire.com
    4/26/2013 Stork and Reaper for the Week of April 26, 2013 MFWire.com
    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    3/6/2013 Five Fundster Bigwigs Talk About Advisors MFWire.com
    3/1/2013 Stork and Reaper for the Week of February 25, 2013 MFWire.com
    2/26/2013 Touchstone's Graziano: $30B or Bust MFWire.com
    2/25/2013 Touchstone Cleans Up Its Menu MFWire.com
    1/18/2013 Graziano Shares His Three-Year, Asset-Doubling Plan MFWire.com
    1/3/2013 A Retail Wholesaler Sought for the Big Apple MFWire.com
    1/2/2013 Ashfield’s Independence Is Now Official MFWire.com
    10/4/2012 BNY Mellon Nabs Yet Another Touchstone Mandate MFWire.com
    9/10/2012 Two Fifth Third Deals Are Now Done MFWire.com
    8/22/2012 Stork and Reaper for August 22, 2012 MFWire.com
    8/21/2012 Stork and Reaper for August 21, 2012 MFWire.com
    6/8/2012 Fifth Third Makes Pre-Sale Cuts MFWire.com
    5/24/2012 Graziano Almost Retired, but Pioneered On MFWire.com
    4/16/2012 Touchstone Wraps a Deal and Augments a Relationship MFWire.com
    12/6/2011 BNY Mellon Wins Over a JPMorgan Fund Client MFWire.com
    10/7/2011 Seen & Heard at the MFWire 2011 Influencers' Summit MFWire.com
    10/4/2011 Touchstone Acquires Its Way to $10B in AUM MFWire.com
    9/7/2011 Has Old Mutual Found a Buyer for its Mutual Fund Biz? MFWire.com
    8/29/2011 Touchstone Rolls Out a Merger Arbitrage Fund MFWire.com
    2/23/2011 Touchstone Drops TCW as a Sub-Advisor for its Mid-Cap Growth Fund MFWire.com
    9/20/2010 Touchstone Plans to Merge a Pair of Funds MFWire.com
    8/19/2010 Touchstone to Liquidate a Navellier Mandate MFWire.com
    12/29/2009 Noble Lands at Touchstone MFWire.com
    12/23/2009 Touchstone Taps a Wholesaler in Florida MFWire.com
    10/13/2009 Touchstone's New Chief Scouts for Acquisitions MFWire.com
    9/28/2009 Touchstone Preps to Launch 10 Funds MFWire.com
    9/1/2009 Federated Completes the Final Touches on its Latest Deal MFWire.com
    8/1/2009 Touchstone Ends its Hunt for a New Fund Chief MFWire.com
    5/29/2009 Touchstone Sells Two Funds To A Natural Buyer MFWire.com
    4/3/2009 A Top Touchstone Exec Jumps to American Beacon MFWire.com
    7/16/2001 Manulife on top of 401k 401kWire.com
    11/5/1997 Dow Chemical Adds Four Funds 401kWire.com
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