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: April 2019	5/30/2019
	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.

•	New Fund Filings Review: March 2019	4/29/2019
	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.

•	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.

Research & Reports