Subadvisors
As of March 1,
Marsico Capital Management, LLC no longer serves as a subadvisor to the
Harbor Global Growth Fund.
Sands Capital Management, LLC has replaced Marsico.
As of March 2,
Lazard Asset Management LLC no longer serves as a subadvisor to
Northern Funds's
Multi-Manager Emerging Markets Debt Opportunity Fund.
BlueBay Asset Management LLP and
Ashmore Investment Management Limited are replacing Lazard.
On May 1,
Wellington Management Company LLP will
become the subadvisor for
MassMutual's
MML Focused Equity Fund. Wellington is replacing
Harris Associates L.P.. The fund will also update its principle investment strategies on that date.
Donald J. Kilbride will become a PM of the fund as well.
***
Share Classes
As of March 2,
Entrepreneur U.S. All Cap Fund will
recommence offering Retail Class shares.
On March 29, the
Forward Funds will
no longer offer Advisor Class shares.
***
Fund Mergers and Liquidations
On March 31,
IronBridge Capital Management, L.P's fund, the
IronBridge Global Fund, will
terminate and liquidate.
On April 7,
Bishop Street Capital Management's fund, the
Bishop Street Strategic Growth Fund, will
terminate and liquidate.
On April 20, the
Neuberger Berman Long Short Multi-Manager Fund will
terminate and liquidate.
On May 1, the
MN Rainier Intermediate Fixed Income Fund will
terminate and liquidate.
***
Rebranding
On April 3, the
Ivy Bond Fund will
undergo a name change and become the
Ivy Advantus Bond Fund. The
Ivy Global Natural Resources Fund will also undergo a name change and become the
Ivy Natural Resources Fund. Similarly, the
Ivy Real Estate Securities Fund will undergo a name change and become the
Ivy Advantus Real Estate Securities Fund. The
Ivy Emerging Markets Local Currency Debt Fund will
undergo a name change and become the
Ivy Pictet Emerging Markets Local Currency Debt Fund. The
Ivy Targeted Return Bond Fund will undergo a name change and become the
Ivy Pictet Targeted Return Bond Fund.
On May 1, the
Brown Advisory Emerging Markets Small-Cap Fund will
undergo a name change and become the
Brown Advisory – Macquarie Asia New Stars Fund. Additionally, the rebranded fund will update its investment policy and objective.
***
Management
As of March 3,
Jonathan Pollack was
appointed CEO and president of the
Blackstone Real Estate Income Fund II. He also serves as global head of the
Blackstone Real Estate Debt Strategies. Pollack replaces
Michael Nash in his new role. Additionally,
Michael Holland is now a member of the fund's audit committee. He also serves as a trustee.
***
New and Upcoming Funds
Virtus ETF Advisers LLC is
launching the
BioShares Biotechnology Products Fund and the
BioShares Biotechnology Clinical Trials Fund.
Van Eck Associates Corporation is
launching the
VanEck Vectors Green Bond ETF.
NGAM Advisors, L.P. is
launching the
Natixis Sustainable Future 2015 Fund, the
Natixis Sustainable Future 2020 Fund, the
Natixis Sustainable Future 2025 Fund, the
Natixis Sustainable Future 2030 Fund, the
Natixis Sustainable Future 2035 Fund, the
Natixis Sustainable Future 2040 Fund, the
Natixis Sustainable Future 2045 Fund, the
Natixis Sustainable Future 2050 Fund, the
Natixis Sustainable Future 2055 Fund and the
Natixis Sustainable Future 2060 Fund.
***
Portfolio Managers
As of March 3,
Deborah Woods no longer serves as a PM of the
Prudential QMA Strategic Value Fund.
José Ignacio Andrés and
Nathan Shetty are now co-PMs of the
MFS Global Alternative Strategy Fund.
| Edwin Ciskowski Keeley-Teton Advisors Former Portfolio Manager | |
Edwin Ciskowski no longer serves as a PM of the
Keeley All Cap Value Fund.
***
Check our last Filings For Fundsters column (previously called Stork and Reaper) for more SEC filing updates. For the latest new hires and fund launches, explore our Follow The Fundsters, The Next Gig, and New Fund Fuss columns. 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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