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Rating:Off to the Retail Market for Five New Funds Not Rated 2.8 Email Routing List Email & Route  Print Print
Thursday, September 20, 2007

Off to the Retail Market for Five New Funds

Reported by Erin Kello

The American Hospital Association Funds, previously only available to doctors, hospitals, and foundation pension plans, are beginning a retail push.

AHA's five funds all follow tobacco-free guidelines and one, the AHA Socially Responsible Equity fund, combines faith-based, pro-green and socially conscious screens.

The AHA funds are held by a Chicago-based money management holding company, Convergent Capital Management, and are part of the CNI Charter Funds Family.

"There is opportunity in the market for socially responsible funds, " Tim Solberg, CIO of the AHA investment Funds, told The MFWire.

Solberg said that in the past few months, the AHA funds have gained entry to numerous platforms and brokerages, including Fidelity, NFS, Lehman, Wachovia, and City National Bank of Beverly Hills. He said the Socially Responsible and Diversified Equity funds will also become available on Schwab's OneSource platform this month.

The funds are also available on the retirement platforms of Diversified Investment Advisors, Wachovia Retirement, and Great West.

As AHA increases in size, Solberg says that the firm will also hire more wholesalers, Solberg said.  

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