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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.
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New Fund Filings Review: June 2019 |
7/26/2019 |
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American Century registered a series of ten actively-managed mutual funds and ETFs in June, taking five strategies and cloning them across both structures. Liquid Strategies filed for five active ETFs that act as funds of funds while employing an options strategy. Krane Fund Advisors unveiled plans for an ETF investing in carbon credit futures contracts. |
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New Fund Filings Review: May 2019 |
6/25/2019 |
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May saw the registration of a number of ESG-related funds. Aberdeen Asset Management filed for a series of six ETFs - all of which include an ESG screen. Advisors Preferred registered four funds featuring Flexible Plan Investments as a sub-advisor, including a fund that incorporates both ESG and BRI criteria. First Trust Advisors announced plans to launch an actively managed, sub-advised environmental-oriented ETF. |
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New Fund Filings Review: April 2019 |
5/30/2019 |
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Calamos Advisors intends to launch a small- and mid-cap equity fund, staffed by a recently-acquired boutique manager. Northern Trust filed for a series of three low volatility, fundamental index funds. John Hancock Investments registered a series of four fixed-income funds, three of which will serve as options for managed account programs. |
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New Fund Filings Review: March 2019 |
4/29/2019 |
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Legg Mason registered a series of five funds subadvised by QS Investors, four of which serve as funds-of-funds. Hartford Funds intends to launch fundamental index funds in both U.S. and international equity asset classes. Franklin Templeton filed for a series of four funds designed to be used as underlying options in separately managed account programs. |
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New Fund Filings Review: February 2019 |
3/26/2019 |
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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. |
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