The New Fund Fuss - August 8, 2016
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Monday, August 08, 2016

The New Fund Fuss - August 8, 2016

Company: Franklin Templeton

Gregory E. Johnson
Franklin Resources
Chief Executive Officer
New Fund: the Franklin K2 Global Macro Opportunities Fund

Subadvisors: Aspect Capital Limited, Emso Asset Management Limited, and Graham Capital Management

PMs: Rob Christian (senior manager director at Franklin's K2 Advisors), Brooks Ritchey (also a senior managing director at K2), and Anthony Zanolla, (a senior vice president at K2)

The fund's launch was announced on Wednesday, August 3, and invests in different "global macro hedge strategies". The fund debuted on July 11.

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Company: Calvert Investments

John Streur
Calvert Investments
President, Chief Executive Officer
New Index: the Calvert Energy Research Index

Calvert unveiled the index on Monday, August 8. Calvert's Calvert Global Energy Solutions Fund, formerly an actively managed mutual fund, will transform into a passively managed one and track the new index. The fund's net expense ratio will also fall 20 basis points to 165 bps.

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To learn more about recent fund launches, check our most recent New Fund Fuss here. For information about SEC filings or new hires, check out our latest Stork and Reaper and People on the Move columns, respectively. If you have a fund filing that you would like to point out, a mutual fund launch, product change or new hire that you would like to announce, please contact the MFWire team at

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