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

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: October 2017      11/30/2017
  Several managers registered alternative funds in October. Gotham Asset Management filed a long/short equity fund, and Consulting Group announced a multi-alternative product. Hedge fund manager Magnetar plans three alternative mutual funds, including two event-driven strategies and a multi-alternative fund. Saratoga Capital Management plans a target risk series. RBC filed a socially conscious bond fund. MassMutual and Invesco plan new target date series. Reinhart Partners and Brandes both filed funds which will be structured as NextShares exchange-traded managed funds.
New Fund Filings Review: September 2017      10/31/2017
  Allianz Global Investors registered several funds with highly variable performance based management fees. The fees may vary by as much as 150 basis points. Dreyfus plans a multi-asset income fund. Northern Trust registered an ESG global equity fund that will employ a multi-manager approach and will screen its sub-advisers for their commitment to promoting diversit Causeway Capital Management filed two international equity funds which will be structured as NextShares exchange-traded managed funds.
New Fund Filing Review: August 2017      9/29/2017
  Some highlights from new funds filed in August: Columbia Threadneedle registered a series of target date funds. J O Hambro Capital Management filed an international multi-asset income fund. Westchester Capital Management plans an even driven alternative bond fund. Franklin Templeton filed a series of single country international equity ETFs.
New Fund Filing Review: July 2017       8/25/2017
  Baillie Gifford registered three international equity funds, including a socially conscious strategy. Vanguard plans two global allocation funds. Dreyfus filed a global macro fund and Prudential filed a long/short equity fund. DFA and Fidelity registered municipal bond funds. Calvert filed a short term bond fund
New Fund Filing Review: June 2017      7/27/2017
  T. Rowe Price filed a multi-alternative fund. Crawford Investment Counsel plans a multi-asset income fund. ? Manning & Napier registered four life cycle funds, which will be offered for sale as underlying funds to the firm’s target date funds. Pacific Financial Group plans a series of unaffiliated funds-of-funds that will focus on risk management. Nuveen filed a target term closed-end bond fund