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Fund Changes - Feb-21
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 5: 2/01/2021-2/05/2021
  • Anuradha Venkataraman will join Stuart Rae in managing the AB International Strategic Equities fund ($8.9 billion), replacing Sammy Suzuki...
  • Mohsen Fahmi plans to retire from PIMCO effective December 31, 2021, and at that time will no longer serve as a portfolio manager on a number of funds with current assets of $18.8 billion. Marc Seidner will join the management teams of the funds in February 2021...
  • AllianceBernstein files the AB Sustainable Thematic Credit fund, which will primarily invest in fixed-income securities of corporate issuers that are positively exposed to environmentally- or socially-oriented sustainable investment themes...
  • Invesco registers the Invesco MSCI Green Building ETF, which will track the MSCI Global Green Building Index, composed of companies engaged in the design, construction, redevelopment, retrofitting, or acquisition of green-certified properties to promote mechanisms for raising capacity for effective climate change mitigation and adaptation...
  • Neuberger Berman files the closed-end Neuberger Berman 5G Connectivity fund, which will invest in equity securities issued by U.S. and non-U.S. companies related to 5G or future generations of network connectivity and technology while taking into consideration ESG criteria...
  • As announced in July 2020, Virtus Investment Partners and Allianz Global Investors U.S. will form a strategic partnership which will become effective February 1, 2021. At that time, Virtus Investment Advisers will replace Allianz Global Investors U.S. as advisor on the AllianzGI U.S. funds, and AllianzGI U.S. will become the sub-advisor of a number of the funds for which they previously served as investment advisor...
  • Effective March 5, 2021, the Lord Abbett Developing Growth fund ($5 billion) will close to new investors...
  • Delaware Investments Fund Advisers and Lazard Asset Management will replace Baillie Gifford Overseas on the sub-advisory team of the SEI SIIT World Equity Ex-US fund ($10 billion)Ö
  • Amundi Pioneer registers two ESG funds: the Pioneer Global Sustainable Growth and Pioneer Global Sustainable Value, which will each invest at least 80% in securities of issuers located throughout the world that the advisor believes adhere to the fundís "ESG criteria," defined as the exclusion of investments issued by companies significantly involved in the production of alcohol, tobacco products, and controversial military weapons consisting of cluster weapons, anti-personnel mines, nuclear weapons, and biological and chemical weapons, and the operation of coal mines and gambling casinos and other gaming businesses. Amundi Pioneer also files the Pioneer Intrinsic Value fund...
  • Wellington Management Company will replace MacKay Shields as sub-advisor on five MainStay funds, and will replace Epoch Investment Partners and Markston International in sub-advising the MainStay MAP Equity fund ($985 million) (to be renamed Mainstay WMC Value fund)...
  • MFS Investment Management will replace Barrow, Hanley, Mewhinney & Strauss on the sub-advisory team of the Wilshire Large Company Value fund ($187 million)Ö
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