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Portfolio > Mutual Funds

Top Portfolio Products: Schroders, Oppenheimer Add Funds

By Marlene Y. Satter

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New products and changes introduced over the last week include two mutual funds from Schroders and an emerging markets fund from OppenheimerFunds.

Also, NASDAQ OMX has launched a REIT benchmark-index family, and former Goldman Sachs trader Adam Grealish has launched a financial/tech job search service.

Here are the latest developments of interest to advisors:

1) Schroders Adds Two Funds

Schroders has announced the launch of the Schroder Global Multi-Asset Income Fund (SGMNX) and the Schroder Global Strategic Bond Fund (SGBNX).

SGMNX is a diversified portfolio that seeks to maximize income and manage volatility by investing directly into both equities and fixed income securities around the globe. Its benchmark is unconstrained, which enables the team to be flexible in its search for the best risk-adjusted income opportunities across regions, asset classes and sectors.

SGBNX is an actively managed portfolio with the flexibility to invest in the best opportunities throughout the fixed income universe. It enables investors to invest tactically and strategically across the whole spectrum of global fixed income sectors, regions, asset classes and FX.

2) OppenheimerFunds Adds Emerging Markets Fund

OppenheimerFunds has announced the launch of the Oppenheimer Emerging Markets Innovators Fund (EMIAX). The fund will be comanaged by Justin Leverenz and Heidi Heikenfeld.

The fund, which is country- and sector-agnostic, seeks to outperform the MSCI Emerging Markets Mid Cap Index on an absolute and risk-adjusted basis over a three- to five-year period on a cumulative basis. It will seek opportunities across the following structural growth themes: financial inclusion; logistics, distribution, e-commerce and modern retail; private education and health-care services; and internet media and content.

3) NASDAQ OMX Launches REIT Benchmark Index Family

NASDAQ OMX and ETRE Financial, LLC have announced a new partnership in the REIT benchmark index space, with the launch of 12 cobranded indexes.

The new indexes are: NASDAQ ETRE Composite REIT Index (NQETRE); NASDAQ ETRE Composite REIT Total Return Index (NQETRET); NASDAQ ETRE Healthcare REIT Index (NQETHC); NASDAQ ETRE Healthcare REIT Total Return Index (NQETHCT); NASDAQ ETRE Hospitality REIT Index (NQETH); NASDAQ ETRE Hospitality REIT Total Return Index (NQETHT); NASDAQ ETRE Office REIT Index (NQETO); NASDAQ ETRE Office REIT Total Return Index (NQETOT); NASDAQ ETRE Residential REIT Index (NQETRR); NASDAQ ETRE Residential REIT Total Return Index (NQETRRT); NASDAQ ETRE Retail REIT Index (NQETR); and NASDAQ ETRE Retail REIT Total Return Index (NQETRT).

4) Financial/Tech Job Search Service Launched

Adam Grealish, a former Goldman Sachs vice president, has launched RoleTroll.com, a job recommendation engine for finance and tech jobs. The site uses unstructured data and statistics, collectively known as big data, to match users with jobs based on their unique skills and experiences.

Roletroll uses technology that was previously applied in quantitative finance to identify profitable trades to identify profitable jobs. The site’s proprietary matching technology draws from the fields of optimization theory, natural language processing and machine learning to identify and score matches.

Read the June 20 Portfolio Products Roundup at ThinkAdvisor.

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