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Rating:Mutual Fund Milestones - December 14, 2016 Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, December 14, 2016

Mutual Fund Milestones - December 14, 2016

Reported by Ashley McHugh-Chiappone

Company: Putnam Investments

Milestone: Service Excellence Award

For the 27th consecutive year, Putnam has been recognized by Dalbar for its "mutual fund service quality, reflecting industry-leading consistency and reliability."

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Company: Hartford Funds

Milestone: Lower Fees On Smart Beta ETFs

On January 1, Hartford is cutting fees on four of its smart-beta ETFs.

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Company: WisdomTree

Milestone: Fund Passes $1 Billion in Assets

The WisdomTree U.S. Quality Dividend Growth Fund has recently passed $1 billion in assets.

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Company: 361 Capital

Milestone: Best Place to Work in Money Management

Pensions & Investments awarded 361 Capital with this honor on December 13.

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Company: AB

Milestone: AUM Report

AB announced its preliminary AUM decreased to $478 billion on November 30.

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Company: Manning & Napier, Inc

Milestone: AUM Report

Manning & Napier announced its preliminary AUM on December 12 as $32.3 billion.

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Company: Invesco Ltd

Milestone: AUM Report

Invesco has released its preliminary month-end AUM on November 30, 2016 as $805.6 billion.

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Companies: BlackRock, Deutsche Asset Management, Goldman Sachs, Pacific Life

Milestone: 2016 Financial Intermediary Service Award

Dalbar has recognized these companies for "delivering the absolute highest level of client service to the advisor community."

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Company: Voya Investment Management

Milestone: 2016 Best Places to Work in Money Management Award

Voya has been awarded this honor from Pensions & Investments Magazine for the second year in a row.

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Company: RidgeWorth Investments

Milestone: All-New App with Interactive Elements

RidgeWorth has launched this app to "give users instant access to RidgeWorth's most popular tools and resources."

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Company: Altegris Advisors

Milestone: Best 40 Act Equity Fund Award

Altegris was awarded this honor at the 2016 U.S. Hedge Fund Performance Award for the Altegris/AACA Opportunistic Real Estate Fund.

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Company: Pzena Investment Management

Milestone: AUM Report

Pzena announced its preliminary AUM as of November 30, 2016, totaling $29.3 billion.

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Company: Artisan Partners

Milestone: AUM Report

Artisan Partners announced its preliminary AUM as of November 30, 2016, totaling $97.2 billion.

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Company: Legg Mason, Inc

Milestone: AUM Report

Legg Mason announced preliminary AUM of approximately $707.3 billion as of November 30, 2016.

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Company: Franklin Resources, Inc

Milestone: AUM Report

Franklin Resources reported preliminary month-end AUM by the company's subsidiaries of $714.4 billion at November 30, 2016.

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Company: Cohen & Steers, Inc

Milestone: AUM Report

Cohen & Steers reported preliminary AUM of $56.5 billion as of November 30, 2016, a decrease of $2.1 billion from October 31, 2016.

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Find our last, Mutual Fund Milestones column here! To connect with our other columns, check here: To keep an eye on people moves in the future and see our previous Follow the Fundsters (previously know as People on the Move) column here. For the latest SEC filings and fund launches, explore our Filings For Fundsters (formerly Stork and Reaper) and New Fund Fuss columns. For job opportunities in the industry, explore our The Next Gig column. If you have a fund filing, a mutual fund launch, a product change or a new hire that you would like to announce, please contact the MFWire team at editors@investmentwires.com. 

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