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: August 2018	9/28/2018
	UBS and Federated registered socially conscious equity funds. TIAA and Allianz Global Investors filed green bond funds. Swan Capital Management and J.P. Morgan both registered funds employing an option hedge strategy. 1WS Capital Advisors filed an interval fund.

•	New Fund Filings Review: July 2018	8/27/2018
	Thrivent, Broadstone Asset Management, and FNEX Advisor all registered interval funds. Gabelli plans a global micro-cap fund. DFA filed an ESG global bond fund.

•	New Fund Filings Review: June 2018	7/26/2018
	Brookfield Investment Management filed an MLP fund. Calamos filed a short term bond fund. Fidelity plans a new series of target date funds. American Beacon and Oppenheimer both registered interval funds.

•	New Fund Filings Review: May 2018	6/27/2018
	AB filed a China equity fund. Baillie Gifford and Dreyfus both plan Japan equity funds. Gabelli plans an exchange traded-managed fund and ProShares filed an ETF, both of which will invest in companies involved in pet ownership. AB plans an unconstrained bond fund. City National Rochdale and Hatteras Funds filed interval funds.

•	New Fund Filings Review: April 2018	5/24/2018
	Metropolitan West registered an unconstrained bond fund. Gabelli plans a NextShares exchange-traded managed fund. FS Investments filed an interval fund. Nuveen plans a socially conscious closed-end bond fund.

Research & Reports