Management, PM or Subadvisor updates
Charles A. Barragato is
no longer a trustee of
Arrow Investments Trust as of July 1.
Princeton Futures Strategy Fund will
no longer have
6800 Capital L.L.C. as a subadvisor after they resigned.
Robert T. Keck,
John W. McDonnell,
Rees Keck and
Alyssa Hughes will no longer be the PMs.
Satuit Capital Management, LLC replaced West Shore Group, LLC as the investment advisor for the
Two Roads Shared Trust as of July 1.
As of July 1,
LMCG Investments, LLC
serves as a subadvisor to the
Touchstone Small Cap Value Fund, replacing
DePrince, Race & Zollo, Inc.
New trustees have been
elected to handle the
Manager Directed Portfolios of
Roxbury Funds.
James McCarthy will
no longer be a portfolio manager for the
Ultra-Short Duration Government Portfolio and the
Short Duration Portfolio. He will be replaced by
John Olivo.
The following funds,
Elfun Government Money Market Fund;
Elfun Tax-Exempt Income Fund;
Elfun Diversified Fund;
Elfun International Equity Fund and
Elfun Trusts,
will now have
SSGA Funds Management as an investment advisor. SSGA will take over for GE Asset Management Incorporated.
Nuveen Funds
added a few new trustees.
Albin F. Moschner is a new director/trustee.
Margo L. Cook was appointed as an "interested director/trustee" and took over for
Thomas S. Schreier after his retirement.
Nathaniel T. Jones, as of June 15, replaced
Sherri A. Hlavacek as the Vice President and Treasurer of Nuveen Funds.
New Strategies
Prime Series of
PFM Funds plans to operate as a money market fund starting October 3.
Reorganization
Aberdeen Funds will
reorganize the
Aberdeen Emerging Markets Debt Local Currency Funds, a series of the Trust, into the
Aberdeen Emerging Markets Debt Fund.
Terminated Funds
Calamos ETF Trust's fund, the
Calamos Focus Growth ETF, will be
liquidated in early August.
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To learn more about recent SEC filings, check the last Stork and Reaper column here. To see the latest fund launches, check out our 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 .
 
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