STRATEGIC INSIGHT: Sub-Advisory Mandate Change Report

Monthly Mandate Change

The mandate change report provides a monthly review of the latest sub-advised mutual fund and variable product mandate change activities, including mandate win/loss and new sub-advised fund launches.

•	Mandate Change Report - March 2023	5/15/2023

•	Mandate Change Report - February 2023	4/17/2023

•	Mandate Change Report - January 2023	3/16/2023

•	Mandate Change Report - December 2022	2/17/2023

•	Mandate Change Report - November 2022	1/20/2023

Research & Reports