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Logan Capital Acquires Dividend Growth Strategies: Portfolio Products

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Registered investment advisor Logan Capital Management. Inc. acquired two separately managed account strategies and their accompanying portfolio management team from Manulife Asset Management.

The strategies add approximately $900 million in assets and have been rebranded as the Logan Dividend Performers Strategy and Logan Dividend Performers Balanced Strategy.

The Logan Dividend Performers Strategy and Logan Dividend Performers Balanced Strategy invest in companies with more than five years of dividend growth and market capitalizations exceeding $2 billion. The portfolios are composed of equity selections reflecting the extensive research and risk-and-return analysis of the veteran portfolio management team.

The Logan Dividend Performers Strategy and Logan Dividend Performers Balanced Strategy are available on 16 top advisor platforms, including Wells Fargo, UBS, Janney Montgomery Scott, LPL, BNY Mellon/Lockwood, Envestnet, Hilltop Securities, and RBC, among others.

The dividend performers portfolio management team will assume new roles at Logan Capital. Christopher O’Keefe will join as lead manager, while Wayne Breisch, Christopher Ouimet and Sarah Henry will join as portfolio managers/analysts and Helene Darga will join the operations team.

Solactive Releases New Line of ESG Benchmark Indexes

German index provider Solactive released a new line of ESG screened indexes in the equity and fixed income space.

The Solactive ISS ESG Screened Index Series aims to track various size and regional segments of the global capital markets, such as Japan, the United States, Europe, and Developed Markets, including only companies that have a record of low involvement in controversial areas, according to market standards on ESG controversy screens.

Solactive worked with major ESG data and analytics provider ISS ESG, which is the responsible investment arm of Institutional Shareholder Services (ISS), integrating industry-leading screening, ratings, and climate solutions.

The screening reviews all companies in the Solactive Global Benchmark Series, which is the base universe for the index. Similarly, for bonds, the Solactive ISS ESG Screened Euro IG Corporate Bond TR Index tracks the EUR denominated corporate bond market, applying the same ESG criteria.

The ESG screen takes into account several factors derived from the United Nations Global Compact and looks to exclude companies with verified violation of human and labour rights, involvement in controversial weapons like biological and nuclear weapons as well as anti-personnel mines, and business operations in sectors including fossil fuel, military, and tobacco.

DPL Financial Partners Adds Jackson to RIA Insurance Network

DPL Financial Partners announced it is bringing Jackson National Life Insurance Company’s advisory annuity products to its insurance network for registered investment advisors. The partnership represents Jackson’s first distribution partnership targeting the independent RIA channel.

Three of the carrier’s commission-free products are now available to RIAs nationwide through DPL’s platform: two variable annuities – Perspective Advisory II and Elite Access Advisory II – and one fixed index annuity, MarketProtector Advisory.

Ascensus Enhances Elite Advisor Program

Ascensus restructured its Elite Advisor program to offer strategic support that enables financial advisors to offer plan sponsor clients an even higher level of personalized service and to better grow their retirement practices.

The program was introduced nearly a decade ago, offering concierge-like services to financial advisors and third-party administrators (TPAs) with large numbers of mutual clients with Ascensus.

Today’s Elite Advisor program has been remastered to offer members expanded service and client management resources. Its core goals are to enable Ascensus to develop deeper relationships with the firm’s most loyal advisors and their clients and to help these advisors scale their retirement plan business.

Among other benefits, all Elite Advisors and their plan sponsor clients receive dedicated strategic account managers and personalized guidance from Ascensus’ team of ERISA attorneys

Advisors that achieve top-tier status also receive direct access to Ascensus’ executive team and an opportunity to participate in exclusive, invitation-only events, including the annual Elite Advisor Conference.

—Read the last portfolio product roundup here: AssetMark Launches ‘Bucketed’ Framework for Retirement Clients: Portfolio Products


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