STRATEGIC INSIGHT: New Fund Filings

New Fund Filings

Analysis of funds recently registered and key themes in product development. To monitor new funds and other fund changes on a daily basis go to our sister site SimfundFiling.com.

Clients can select from the latest Highlights of New Fund Filings below or from the list of all Highlights of New Funds.

•	New Fund Filings Review: February 2019	3/26/2019
	Exchange Traded Concepts registered two active ETFs that employ an artificial intelligence model in security selection. Palm Valley Capital entered the '40 Act market through a small-cap equity fund. JPMorgan announced long/short and global macro funds in February.

•	New Fund Filings Review: January 2019	2/25/2019
	John Hancock registered an international equity fund and a commercial mortgage loan closed-end fund in January, BlackRock announced an environmentally-focused money market fund, and Federated filed two bond long/short funds during the month.

•	New Fund Filings Review: December 2018	1/30/2019
	Russell plans two real asset funds. Wells Fargo registered a global bond fund. Legg Mason, Loomis Sayles, and Principal all filed interval funds.

•	New Fund Filings Review: November 2018	12/26/2018
	Gotham Asset Management registered a large cap ESG fund. Lord Abbett filed three focused funds. Arca Investment Management registered an interval fund.

•	New Fund Filings Review: October 2018	11/29/2018
	Small cap equity strategies were popular in October. Fuller & Thaler, Kennedy Capital, and Mondrian filed domestic small cap funds. Baillie Gifford and Polen Capital registered international small cap funds. Westwood Management and CICC Wealth Management plan multi-asset income funds. PIMCO and Silverpeak Credit Partners filed closed-end funds. Axonic Capital registered an interval fund.

Research & Reports