|
|
Week 17: 4/21/2025- 4/25/2025- Nomura will acquire the U.S. and European public investments asset management business of Macquarie Asset Management, effective by the end of October 2025
-
BlackRock registers the iShares International Equity Factor Rotation Active ETF and the iShares Infrastructure Active ETF
-
Invesco files the thematic and socially conscious Invesco Global Equity Net Zero ETF, which will invest in companies anticipated to contribute to the overall transition to a “net zero” economy
-
Fifty-five Capital Group funds, including the American Balanced Fund Inc ($233.5B), add that they may invest in mortgage-backed security credit default swap indices, including the CMBX index to assume exposure to the commercial mortgage-backed security sector or to hedge against existing credit and market risks
-
Spencer Godfrey will join the management team of eight John Hancock funds, including the John Hancock Bond fund ($26.7B)
-
CenterSquare Investment Management will join the sub-advisory team of the GS Multi-Manager Real Assets fund
-
Virtus Advisers files the Virtus IG Public & Private Credit ETF, which will be sub-advised by Newfleet Asset Management and Seix Investment Advisors and will employ a multi-sector approach by applying fundamental credit research and active sector rotation to capitalize on opportunities across undervalued areas of the debt securities markets
-
StepStone Group registers the socially conscious tender offer StepStone Private Credit Co-Investment fund, which will primarily use a multi-lender approach that will utilize a variety of non-bank or corporate lenders to source investment opportunities
MORE>>Week 16: 4/14/2025- 4/18/2025- Vanguard registers the Vanguard Government Securities Active ETF, Vanguard Total Inflation-Protected Securities ETF, and Vanguard Total Treasury ETF
-
Capital Group files the American Funds Core Plus Bond fund
-
Fidelity files four Fidelity Focused Index funds which will be sub-advised by Geode Capital Management and will invest in domestic small-, mid-, and large-cap companies, and international companies, respectively
-
The JPMorgan National Municipal Income fund ($2B) plans to reorganize into the JPMorgan Municipal ETF ($2.5B); the fund and the JPMorgan Ultra-Short Municipal fund ($2.3B) will close to new investors
-
Egon Vavrek will begin managing three BlackRock funds, including the BlackRock Emerging Markets fund ($3.8B)
-
Ares Capital Management II, Crescent Capital Group, Pacific Investment Management Company, Polen Capital Credit, and Wellington Management Company will replace BlackRock International, Colchester Global Investors, Loomis Sayles & Company, Western Asset Management Company, and Western Asset Management Company Limited on the sub-advisory team of the Mercer Opportunistic Fixed Income fund ($1.9B)
-
First Trust registers the thematic First Trust Bloomberg Nuclear Power ETF, which will track an index comprised of the top fifty companies that belong to the “Nuclear Power Ecosystem” as defined by Bloomberg Intelligence
-
WisdomTree Asset Management registers three thematic funds which will track indices designed to provide exposure to Asian, European, and global companies, respectively, focused on the defense industry
MORE>>Week 15: 4/7/2025- 4/11/2025- BlackRock registers the iShares S&P 500 ex S&P 100 ETF
-
Franklin Templeton files the Franklin BSP Lending fund, an interval fund which will be sub-advised by Benefit Street Partners and will invest in corporate debt of middle market companies in the U.S.
-
Bradley Stevens will join the team managing Loomis Sayles' portion of the Bridge Builder Core Bond fund ($20B)
-
Jeffrey Geller will retire and will no longer help manage twenty-four JPMorgan funds, including the JPMorgan Income Builder fund ($8.1B), effective first quarter of 2026
-
BlackRock Investment Management and BlackRock International Limited will join the sub-advisory team of the Six Circles Multi-Strategy fund ($803M)
-
iCapital Advisors registers the fund of funds (FoF) Morgan Stanley Private Markets and Alternatives fund, a tender offer fund which will be sub-advised by Consulting Group and will invest across various private market asset classes
-
American Century registers the Avantis Total Equity Markets ETF, an FoF which will invest in diversified equity securities of individual companies and other Avantis ETFs
-
First Trust files two sub-advised funds: the FT Vest Laddered Autocallable Barrier & Income ETF and the FT Vest Laddered Autocallable Barrier & Income fund, both of which will invest in a laddered portfolio of bank-issued over-the-counter derivatives designed to replicate the defined return characteristics of autocallable yield notes
MORE>>
|
|
