Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Stork and Reaper -- July 19, 2016  Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, July 19, 2016

Stork and Reaper -- July 19, 2016

by: Jennifer Goetz

Management, Subadvisor and PM updates

ETF Managers Trust's chief compliance officer is Reshma J. Amin, as of July 18.

Juan Hartsfield will serve as the lead PM for Invesco Small Cap Growth Fund on June 30, 2017. Juliet Ellis, the current lead PM, will remain the chief investment officer.

Hartsfield will also become the lead PM for Invesco Small Cap Equity Fund on the same day.

New Strategies

On Sept. 15, the J.P. Morgan Small Cap Core Fund's Select Shares will be redesignated and renamed as Class R5 shares. On Aug, 12, the Select Shares offerings will be limited.

The Russell 2000 Value Index will serve as the benchmark for the Franklin Small Cap Value Fund on Sept. 30, replacing the Russell 2500 Value Index.

Terminated Funds

Neuberger Berman Equity Funds' board of trustees plans to liquidate the Neuberger Berman All Cap Core Fund and Neuberger Berman Large Cap Disciplined Growth Fund on or around Aug. 19. At the closing of business on Aug. 5, these funds will not accept purchases from new investors.

The Federated Enhanced Treasury Income Fund will be liquidated on or around Aug. 12.

The DFA International Value ex Tobacco Portfolio will be liquidated on or around Sept. 16.

The Brown Advisory Multi-Strategy Fund will cease operations and should be liquidated on or around Aug. 12.

Even Keel Managed Risk Fund, Even Keel Opportunities Managed Risk Fund, Even Keel Explorer Managed Risk Fund, and the Even Keel Traveler Managed Risk Fund, as of June 18, are no longer offering public shares. The funds will discontinue operations on Aug. 15.

***
To learn more about recent SEC filings, check our previous Stork and Reaper here. For fund launches, check out our latest New Fund Fuss column here. If you have a fund filing that you would like to point out, or a mutual fund launch or product change that you would like to announce, please contact the MFWire team at editors@investmentwires.com. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  2. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
  3. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  4. IMEA Content Management Roundtable, September 16
  5. IMEA 2025 Star Awards Celebration, September 16
  6. IMEA Marketing Summit, Sep 16-17
  7. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  8. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  9. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  10. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  11. IMEA Portfolio Construction Roundtable, September 24
  12. IMEA Models Roundtable, September 25
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  19. 2025 MMI Annual Conference, Oct 15-17
  20. Samfund Soiree Manhattan 2025, October 23
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use