New Fund Filings

Analysis of funds recently registered and key themes in product development. To monitor new funds and other fund changes on a daily basis go to our sister site SimfundFiling.com.

Clients can select from the latest Highlights of New Fund Filings below or from the list of all Highlights of New Funds.


New Fund Filing Review: February 2014       3/25/2014
  International Equity strategies saw emerging markets registrations from AllianceBernstein, AQR, Oppenheimer, and Touchstone. Bond fund registrations saw Whitebox Advisors and Payden & Rygel file for unconstrained funds. Vantagepoint introduced a high-yield offering. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations remain slow after the brisk pace of introductions in 2013.
   
New Fund Filing Review: January 2014      2/25/2014
  International Equity strategies saw emerging markets registrations from Dreyfus, Victory Capital Management and Pzena while a developed markets offering was introduced by Aristotle Capital Management. Bond fund registrations saw Al Frank file for a multi-sector fund and Wismer Schroeder introduce a high-yield municipal fund. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations slowed down but demand for income continues.
   
New Fund Filing Review: December 2013       1/28/2014
  International Equity strategies saw registrations from Brown Investment Advisory, Loeb Arbitrage, Riverside Advisors, JO Hambro and Oberweiss. Bond fund registrations saw Dreyfus and Columbia introduce real return strategies while Janus introduced an unconstrained bond fund. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations slowed down but demand for income continues.
   
New Fund Filing Review: November 2013       12/6/2013
  International Equity strategies had another active month in terms of new registrations. Dreyfus and RS Investments each registered an Emerging Markets fund. Giralda Advisors filed for a global risk managed fund and SSgA introduced a global equity product. Bond fund registrations saw AllianceBernstein introduce a floating rate strategy. Centre Asset and Goldman Sachs registered more traditional offers while American Beacon announced a frontier markets product. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations slowed down but demand for income continues.
   
New Fund Filing Review: October 2013       11/25/2013
  International Equity strategies had an active month in terms of new registrations. Invesco, BMO and Lazard all plan Global Equity funds. BRAM US announced a Latin America fund and Credit Suisse registered an Emerging Markets fund. Bond fund registrations saw Prudential and RBC introducing short duration strategies. An unconstrained bond fund was introduced by Henderson. Alternative funds again were popular with several different strategies being introduced. Closed-End funds, especially MLPs, remained popular as demand for income continues.