Week 3: 1/16/2012-1/20/2012 by Jennifer Mann and Pamela HillSchwab files the
Schwab Treasury Obligations Money
fund...
ALPS,
Emerging Global Advisors, and
Exchange Traded Concepts all propose new
ETFs...The
Columbia Select Small Cap
fund closes to new investors...
PIMCO
funds modify their policy regarding emerging market securities and the
methodology used to determine whether a security is economically tied to
developing (or emerging market) countries...
Heritage
Capital leaves the sub-advisory team managing the
CMG Absolute Return Strategies
fund...
Irina Torelli leaves the
management teams of many
American
Century funds while she takes a temporary leave of
absence...
Charles Myers leaves the
management team of the
Fidelity Advisor Stock
Selector Small Cap fund...
W. David
Armstrong and
Sanjay
Verma leave the management teams of several
Morgan Stanley fixed income funds...
Ebrahim Busheri and
Christopher Petrosino join the management
teams of a group of
Manning &
Napier funds...
MORE>>Week 2: 1/9/2012-1/13/2012 by Jennifer Mann and Pamela HillInvesco PowerShares registers
the actively managed
PowerShares Commodity Rotation
ETF and
PowerShares Equity
Allocation ETF...
Citigroup readies the
Citi Market Pilot series consisting of
three index lifecycle target date funds...
Michael
Harris is replaced by
Michael
T. Smith as co-manager of the
Wells
Fargo Advantage Capital Growth fund and leaves the management
team of the
Wells Fargo Advantage Endeavor
Select fund, and
Chris
Warner joins the management team of the
Wells Fargo Advantage Discovery and
Wells Fargo Advantage Enterprise
funds...The
DWS Dreman Small Cap
Value fund plans to re-open for investment to all investors
this February...
OVS Capital
Management and
Lansdowne
Partners will join the sub-advisory team of the
TIFF Multi-Asset fund...
Evercore Asset Management will leave the
sub-advisory team of the
Fidelity Strategic Advisers
Small-Mid Cap fund and
Eaton Vance
Management will leave the sub-advisory teams of the
Fidelity Strategic Advisers Value Multi-Manager
and the
Fidelity Strategic Advisers
Value funds...
MORE>>Week 1: 1/2/2012-1/6/2012 by Jennifer Mann and Pamela HillAmerican Funds registers eight
fund-of-funds...The
Fidelity Spartan 500
Index fund introduces a new contractual total operating expense
cap for Investor, Fidelity Advantage, Institutional, and Fidelity Advantage
Institutional Classes, the
Fidelity Spartan U.S.
Bond Index fund introduces a new contractual total operating
expense cap for Fidelity Advantage Class, and the
Fidelity Spartan International Index fund
terminates its voluntary total operating expense cap for Investor Class shares
and raises the total operating expense cap for Fidelity Advantage Class shares
(as well as changes it from a voluntary total operating expense cap into a
contractual total operating expense cap)...
Goldman
Sachs reduces the CDSC imposed on redemptions of Class A shares
of the
Goldman Sachs Short Duration Tax-Free
and
Goldman Sachs Short Duration
Government funds, as well as reduces the commission that
Goldman Sachs may pay to dealers
responsible for purchases of $500,000 or more of fund shares...
Abhay Deshpande leaves the team managing
the
First Eagle Gold fund...
Nuveen municipal funds modify their
overall weighted average maturity...The
American
Beacon International Equity fund removes
The Boston Company Asset Management from
its sub-advisory team...
MORE>>