Janus Capital Group

Morrison Foerster Welcomes Leading Private Funds Partner Elizabeth Sipes in Denver

Retrieved on: 
Wednesday, March 6, 2024
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DENVER, March 6, 2024 /PRNewswire-PRWeb/ -- Morrison Foerster, a leading global law firm, is pleased to announce the arrival of Elizabeth Sipes as a partner in the firm's Private Funds Group in the Transactions Department, based in the Denver office. Sipes brings to the firm more than 20 years of experience representing and advising private investment funds, investment advisers, and institutional investors. Her clients include established and emerging managers to venture capital, growth equity, buyout, private credit, and fund-of-funds and other sponsors of private investment funds, investment advisers, and institutions making investments in private investment funds.

Key Points: 
  • DENVER, March 6, 2024 /PRNewswire-PRWeb/ -- Morrison Foerster, a leading global law firm, is pleased to announce the arrival of Elizabeth Sipes as a partner in the firm's Private Funds Group in the Transactions Department, based in the Denver office.
  • Her clients include established and emerging managers to venture capital, growth equity, buyout, private credit, and fund-of-funds and other sponsors of private investment funds, investment advisers, and institutions making investments in private investment funds.
  • Sipes joins Morrison Foerster from another leading international firm, where she spent the last six years and served most recently as a firmwide chair of the Private Investment Funds Group.
  • "Elizabeth is an exceptional addition to our Private Funds Group, our Denver office, and the firm," said Stephanie Thomas, chair of Morrison Foerster's global Private Funds Group.

Small Business Owners on Cusp of Offering Employee Retirement Plans

Retrieved on: 
Tuesday, October 31, 2023
Capital Group Companies, Small business, Ageing, Social media, Hearing, Legislation, Escalation of commitment, Research, Senior, Learning, Janus Capital Group, Private sector, Retirement, LOS, Pension, Capital, Life insurance, Management

LOS ANGELES, Oct. 31, 2023 /PRNewswire/ -- Small businesses account for 99% of U.S. businesses and employ nearly half of private sector employees.1 In today's competitive market, business owners are increasingly recognizing the advantages of offering retirement plans for their employees, according to a new survey from Capital Group, with 69% of owners citing helping employees save for the future as a primary driver to offering a plan. The secondary drivers were retention and attraction of top talent (47% and 40%, respectively).

Key Points: 
  • However, despite a 7% uptick in interest in offering a retirement plan post-SECURE 2.0 Act, and with 74% of small business owners indicating they're 'likely' to implement one in the next two years, nearly 40% of owners still believe their company isn't big or stable enough to offer a retirement plan.
  • Additionally, 35% say limited administrative resources are holding them back and 32% more small business owners feel they lack the knowledge to offer a retirement plan or don't know where to start.
  • To better understand the challenges and motivations of both small business owners and their employees, Capital Group, a leading provider of retirement plans to small businesses, surveyed over 600 business owners and employees between May 17 to June 16, 2023.
  • The small business owners surveyed included both those that do and do not currently offer an employee retirement plan.

AMG Appoints Loren M. Starr to its Board of Directors

Retrieved on: 
Monday, September 25, 2023
Janus, Columbia University, PALM, Lehman Brothers, AMG, MBA, Columbia Business School, TIAA, Retirement, Carnegie Mellon University, Trustee, Invesco, Janus Capital Group, Loren, Putnam Investments, Management

WEST PALM BEACH, Fla., Sept. 25, 2023 (GLOBE NEWSWIRE) -- AMG, a leading partner to independent investment management firms globally, today announced the appointment of Loren M. Starr to its Board of Directors, effective immediately.

Key Points: 
  • WEST PALM BEACH, Fla., Sept. 25, 2023 (GLOBE NEWSWIRE) -- AMG, a leading partner to independent investment management firms globally, today announced the appointment of Loren M. Starr to its Board of Directors, effective immediately.
  • Currently, he is an independent consultant, and is a member of the TIAA-CREF Fund Complex Boards of Trustees.
  • “We are very pleased to welcome Loren to AMG’s Board,” said Jay C. Horgen, President and Chief Executive Officer of AMG.
  • We are confident that he will make significant contributions to our Board, and we look forward to working with him.”

PENSIONPLUS ANNOUNCES AN INNOVATIVE PROGRAM WITH CAPITAL GROUP, EMPOWERING PARTICIPANTS TO EASILY CREATE PERSONALIZED PAYCHECKS IN RETIREMENT

Retrieved on: 
Monday, August 21, 2023
Travel, Janus Capital Group, Life, Shlomo Benartzi, Long-term care, Capital Group Companies, Retirement, Social Security, Capital, Social, Health, Financial adviser

As a complement to the Capital Group and American Funds target date retirement series' the service is a value add for Capital Group's target date clients and will be offered to select retirement plan participants.

Key Points: 
  • As a complement to the Capital Group and American Funds target date retirement series' the service is a value add for Capital Group's target date clients and will be offered to select retirement plan participants.
  • PensionPlus is uniquely able to create a lifelong retirement paycheck that takes these differences into account, while also ensuring that participants remain in complete control of their assets.
  • In addition to helping set a personalized retirement income plan, PensionPlus helps users stay on track with behaviorally informed digital nudges.
  • "In about ten minutes, participants are able to create a highly customized and sustainable retirement paycheck that reflects their needs, goals and preferences.

Capital Group celebrates 50 years of fixed income investing

Retrieved on: 
Wednesday, July 19, 2023
Capital, Gitlin, Janus Capital Group, Capital Group Companies, Security (finance)

Fixed income assets under management have doubled over the past 10 years, making Capital Group one of the largest active bond managers worldwide

Key Points: 
  • Fixed income assets under management have doubled over the past 10 years, making Capital Group one of the largest active bond managers worldwide
    TORONTO, July 19, 2023 /CNW/ - Capital Group, one of the world's largest and most experienced active investment managers, with global assets under management of approximately US$2.3 trillion, is celebrating 50 years of fixed income investing.
  • Capital Group first entered fixed income investing in the U.S. in 1973 and now has over 230 fixed income associates based in Los Angeles, New York, London and Singapore.
  • In Canada, the firm offers three bond funds, including Capital Group Canadian Core Plus Fixed Income FundTM (Canada), Capital Group Multi-Sector Income FundTM (Canada) and Capital Group World Bond FundTM (Canada).
  • Rick Headrick, president of Capital Group in Canada, commented, "Fixed income can play four important roles in an investor's portfolio, including diversification from equities, capital preservation, income, and inflation protection.

Financial Finesse Selected by Capital Group to Bring Personalized Financial Wellness to Plan Sponsors

Retrieved on: 
Tuesday, July 18, 2023
Workplace, Capital Group Companies, Capital, Partnership, Janus Capital Group, American Fund for French Wounded, Financial services, Tutoring

EL SEGUNDO, Calif., July 18, 2023 /PRNewswire/ -- Financial Finesse, the leading independent provider of financial wellness coaching benefits, today announced the expansion of a successful initial program with Capital Group, one of the world's largest and most experienced active investment managers, and home of the American Funds. The initial program brought Financial Finesse financial coaching to select Capital Group DCIO clients in the mid-sized plan sponsor market and PlanPremier® full-service recordkeeping clients in the large plan sponsor market, resulting in increased participant financial wellness while meeting employer demand for workplace wellness and driving new business for advisors.

Key Points: 
  • The initial program brought Financial Finesse financial coaching to select Capital Group DCIO clients in the mid-sized plan sponsor market and PlanPremier® full-service recordkeeping clients in the large plan sponsor market, resulting in increased participant financial wellness while meeting employer demand for workplace wellness and driving new business for advisors.
  • The expanded program makes financial wellness coaching from Financial Finesse available to prospective Capital Group clients in the large plan sponsor market—with no additional cost for plan sponsors or their participants.
  • Plan participants will receive unlimited access to Financial Finesse's robust digital financial wellness hub, virtual financial coach and interactive guide Aimee™, live webcasts, and a team of CFP® professional financial coaches available via phone and live chat.
  • "Our partnership with Financial Finesse is also an important part of helping advisors scale their business by giving them the ability to bring an in-demand benefit to the plan sponsors they serve."

The Future Fund Launches Long/Short ETF - Investing in Key Megatrends That Are Changing the World

Retrieved on: 
Wednesday, June 21, 2023
Janus, Networking hardware, Fintech, Partnership, BS, ETF, University, Goldman Sachs, Black capitalism, Wharton School of the University of Pennsylvania, Future Fund, MBA, Black, Partner, Investment, Harvard Business School, Chartered Financial Analyst, CIO, Stock, AI, Fund, NYSE, Janus Capital Group, Automation, Retail, Renewable energy, Security (finance), Calamos Investments, Economics

CHICAGO, June 21, 2023 /PRNewswire/ -- The Future Fund LLC, an SEC-registered investment advisor led by Gary Black and David Kalis, announced today the launch of the Future Fund Long/ Short ETF (NYSE: FFLS) on the New York Stock Exchange effective June 21, 2023.

Key Points: 
  • FFLS is a high-conviction, risk-managed long/short strategy that provides the potential to capitalize on key megatrends driving the economy.
  • The portfolio managers believe these are the key drivers to long-term secular growth opportunities in the global market.
  • Prior to the Future Fund, he founded Curvature Capital Management, LLC, a long/short equity hedge partnership focused on catalyst-driven global equities.
  • The Future Fund Active ETF (FFND) launched in August 2021.

Small Business Owners Offering Employee Retirement Plans Are More Attuned to Employee Needs During Uncertain Time

Retrieved on: 
Thursday, May 4, 2023
Small Business Administration, Small business, Janus Capital Group, Senior, SIMPLE, Friends, Escalation of commitment, Research, SIMPLE IRA, Retirement, COVID-19, Pension, SEP, LOS, Ageing, Family, Capital Group Companies, Social media, Legislation, Bank, Life insurance, Financial adviser

LOS ANGELES, May 4, 2023 /PRNewswire/ -- While most Americans saving for retirement do so through their employer's retirement plan offering, small businesses are much less likely than larger companies to offer a plan. Only 28% of businesses with less than 10 employees offer retirement plans and only 51% of businesses with 10-24 employees offer them.1 New research from Capital Group, one of the world's largest and most experienced active investment managers and a leading provider of retirement solutions for small businesses, found that many business owners may not be offering a plan due to misperceptions around cost and company size requirements.

Key Points: 
  • "With the passing of the SECURE 2.02 Act earlier this year, now may be a great time for small business owners to set up a retirement plan.
  • A financial advisor can guide business owners on how to maximize the full benefits of offering a plan, including important tax credits for themselves."
  • The survey revealed that business owners offering retirement plans were more aware and sympathetic to their employees' financial situations:
    71% of business owners who offer a retirement plan reported inflation was their employees' biggest financial challenge, with 79% of employees agreeing.
  • The small business owners surveyed included both those that do and do not currently offer an employee retirement plan.

Ron Sachs Joins Givinga Board of Directors

Retrieved on: 
Tuesday, March 7, 2023
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Boston-based philanthropic technology company Givinga, Inc. has appointed Growth Capital Investor and Advisor Ron Sachs to their Board of Directors.

Key Points: 
  • Boston-based philanthropic technology company Givinga, Inc. has appointed Growth Capital Investor and Advisor Ron Sachs to their Board of Directors.
  • With an extensive investment management background, Sachs will bring insight and experience to the board as Givinga transitions into a critical growth stage.
  • “Ron has been an investor in Givinga for well over two years.
  • “I am excited to join Givinga’s Board to help the Givinga team continue to innovate and streamline corporate and individual philanthropy.

Capital Group launches 12 new active-passive model portfolios

Retrieved on: 
Wednesday, February 1, 2023
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LOS ANGELES, Feb. 1, 2023 /PRNewswire/ -- Capital Group, home of American Funds, has launched 12 active-passive model portfolios featuring Capital Group as the strategist. The models will be comprised of American Funds' actively managed mutual funds and passively-managed exchange-traded funds (ETFs) from Vanguard, Schwab, and BlackRock. As the strategist, Capital Group will select the passive ETFs in each model and manage the allocations.

Key Points: 
  • LOS ANGELES, Feb. 1, 2023 /PRNewswire/ -- Capital Group, home of American Funds, has launched 12 active-passive model portfolios featuring Capital Group as the strategist.
  • As the strategist, Capital Group will select the passive ETFs in each model and manage the allocations.
  • An area of strategic focus for the firm, Capital Group's model portfolios business has more than tripled in assets under management since 2018.
  • This brings the total number of model portfolios available nationally from Capital Group to 31.