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Business Wire
17-07-2025
- Business
- Business Wire
Franklin Templeton Hires Rich Nuzum as Head of OCIO
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton today announced that Rich Nuzum, former Executive Director, Investments for Mercer, has joined Franklin Templeton Investment Solutions (FTIS) as Head of OCIO. Nuzum will be based in New York and report directly to Adam Petryk, Head of Franklin Templeton Investment Solutions. Effective July 28, Nuzum will lead the development and expansion of the OCIO business at FTIS, building on the successful growth of the firm's solutions business over the past several years. As clients increasingly tap into the extensive investment capabilities Franklin Templeton offers, FTIS fulfills a strategic role as an access point to these capabilities. Developing the OCIO business is a natural extension of this strategy. Jenny Johnson, President and CEO of Franklin Templeton said, 'We are excited to welcome Rich to Franklin Templeton. The OCIO business is a key strategic priority as asset owners seek streamlined operations, top-tier investment expertise, and cost efficiency. Rich's extensive global, solutions-oriented experience will be instrumental in advancing our OCIO offering. His leadership will help us deliver integrated, personalized advice that go beyond individual products.' Rich Nuzum, Head of OCIO added, 'I look forward to joining Franklin Templeton Investment Solutions in a capacity where I can help our clients strategically navigate their portfolios. As alternatives continue to grow, I am proud to be part of a team that leverages best-in-class research to deliver holistic, customized solutions aligned with each client's investment objectives and risk tolerance.' Nuzum joins Franklin Templeton from Mercer where he spent more than three decades providing investment consulting advice to institutional investors. Nuzum holds an MBA in analytic finance and accounting from the University of Chicago and a bachelor's degree in mathematical sciences and mathematical economic analysis from Rice University. Rich also did graduate work in international economics at Tokyo University. He is a CFA® charterholder and a member of the CFA Institute. Franklin Templeton Investment Solutions launched its first strategy in 1996 and, as of June 2025, manages $93 billion in assets with a team of over 100 multi-asset investment professionals. FTIS builds asset allocation, quantitative, and hedged strategy solutions for clients worldwide, leveraging the best thinking from across Franklin Templeton. The platform implements an integrated investment process and is supported by a dedicated manager research team that covers strategies both within and beyond Franklin Templeton. About Franklin Templeton Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton's mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the Company offers specialization on a global scale, bringing extensive capabilities in equity, fixed income, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and $1.6 trillion in AUM as of June 30, 2025. The Company posts information that may be significant for investors in the Investor Relations and News Center sections of its website, and encourages investors to consult those sections regularly. For more information, please visit All investments involve risk, including possible loss of principal.
Finextra
02-07-2025
- Business
- Finextra
Former executive from Man Group and Credit Suisse joins Premialab
Premialab, has today announced the appointment of Mr. Bogdan Levchenko, CFA as Senior Product Specialist as part of the expansion of its EMEA team. 0 Mr. Levchenko served as Head of Portfolio Modeling at Man Group with previous senior positions at Credit Suisse. Mr. Levchenko has over 20 years' experience involving quantitative and alternative strategies. He will be responsible to further support the firm's business development efforts in EMEA specifically leveraging insights from Premialab unique dataset on quantitative and multi-asset investment strategies. Adrien Geliot, Chief Executive Officer of Premialab said: "We are delighted to welcome Bogdan to the team. His deep technical expertise in alternatives and quantitative strategies, combined with a strong understanding of institutional investors' needs, will help our clients extract even more value from our data and analytics across asset classes." The announcement follows recent senior appointments at Premialab, including Marc Fisher, former Managing Director at Citibank with a prior senior position at Deutsche Bank; and Jens Janke, former Head of Risk at Ram Active Investments. Recognized as the leading independent platform for data and analytics on quantitative strategies, Premialab's capital markets infrastructure is trusted by top asset managers, insurance companies, and pension funds. It drives digital transformation, enhances performance and risk management, while reducing operational costs. The platform currently supports institutional clients overseeing more than $20 trillion in assets under management. Mr. Levchenko holds a MBA in Finance from Clark University. He is a CFA® charter holder.
Yahoo
16-06-2025
- Business
- Yahoo
Martin & Company Announces Leadership Transition: Darren Williams Promoted to President and CEO
KNOXVILLE, Tenn., June 16, 2025 /PRNewswire/ -- Martin & Company, a leading investment advisory firm in Knoxville, announced Darren Williams' promotion to president and CEO. Michael Holt, who has led the firm for the past six years, will remain involved in client relationships but is stepping back from day-to-day management of the firm. "Trends in investing come and go, but Martin & Company has remained the investment manager of choice for many Knoxvillians for more than 35 years. Darren will continue and lead the firm's commitment to safeguard and grow client assets," shared Michael Holt. Williams is a 25-year veteran of Martin & Company and successfully led the development of the firm's small-cap equity strategy. The firm attributes its success to its team of highly experienced investment professionals. Darren's growing responsibilities within the firm have set him apart as the firm's next leader. Before joining Martin & Company, Williams graduated from The University of Tennessee, Knoxville with degrees in biochemistry and finance. Following graduation, he completed the Chartered Financial Analyst® program and received the CFA® designation. He also served as an adjunct instructor at UTK teaching undergraduate courses in investment and portfolio management for ten years. "We are optimistic and excited for the future of East Tennessee and believe that Martin & Company can help build the community's wealth into the next generation," said Williams. Martin & Company manages more than $1.4 billion on behalf of individuals, foundations, trusts, endowments, corporations, and other institutions, with most clients located in the East Tennessee area. In addition to providing exceptional client-centered service, Martin & Company is a committed philanthropic partner for nonprofit organizations in the region. Leadership changes also include long-time portfolio manager, Charles Stewart being named as the firm's executive vice president. Both Williams and Stewart expressed their gratitude for Holt's leadership and are honored to continue working together to provide an outstanding investment management service. ABOUT MARTIN & COMPANYMartin & Company Investment Counsel is a SEC Registered Investment Advisory firm established in 1989 with over $1.4 billion in assets under management. Martin & Company's business is managing money on behalf of its clients on a fiduciary basis and acting in their best interests. The firm has advised clients including pension plans, profit sharing plans, endowments, insurance companies, public funds, financial institutions, corporations, and individuals, and has been affiliated with First Horizon Corporation since 1998. Its staff of portfolio managers are CFA® charterholders and have more than 100 years of combined investment management experience. For more information, visit CONTACT:Alissa Santoro, Media Contact865-541-4747asantoro@ View original content to download multimedia: SOURCE Martin & Company Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-06-2025
- Business
- Yahoo
T. ROWE PRICE ADDS THREE NEW TRANSPARENT SECTOR OFFERINGS TO ITS ACTIVE ETF ROSTER
The T. Rowe Price Financials ETF, Health Care ETF and Natural Resources ETF began trading today and expanded the firm's ETF lineup to 22 BALTIMORE, June 12, 2025 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global investment management firm, announced today the addition of three new active transparent equity exchange-traded funds (ETF): T. Rowe Price Financials ETF (Ticker: TFNS), T. Rowe Price Health Care ETF (Ticker: TMED), and T. Rowe Price Natural Resources ETF (Ticker: TURF). The new funds began trading on NASDAQ today. T. Rowe Price's active ETF roster now sits at 22 offerings. Each of the three funds represents new and distinct strategies and has an expense ratio of 0.44%. The ETFs seek to provide long-term capital appreciation growth through exposure to their respective sectors: T. Rowe Price Financials ETF (TFNS) invests at least 80 percent of its net assets in securities of companies servicing and operating in the financial services industry and typically maintains a portfolio of 50-70 companies. TFNS is managed by Matt Snowling, CFA® and Greg Locraft, two portfolio managers of the T. Rowe Price Financial Services Equity strategy. T. Rowe Price Health Care ETF (TMED) invests at least 80 percent of its net assets in the securities of health care companies engaged in health care innovations. The fund's portfolio typically consists of 100 to 150 stocks and is diversified across health care, with a focus on biotechnology, pharmaceuticals, products and device providers, and health care service companies. TMED will be co-managed by Sal Rais, who covers biotech companies, and Jon Wood, who covers life science and diagnostic tools, and medical supplies and devices. T. Rowe Price Natural Resources ETF (TURF) invests at least 80 percent of its net assets in the securities of natural resource companies, with primary focus on those engaged in the upstream extraction of energy, minerals and agriculture products. The fund typically holds 60-80 securities and invests in resource companies on a global basis. TURF is co-managed by five investment professionals: Rick de los Reyes, head of Commodities; and portfolio manager, Global Natural Resources Equity strategy Shinwoo Kim, portfolio manager, Global Natural Resources Equity strategy Priyal Maniar, CFA®, co-portfolio manager, TURF ETF; and investment analyst, North America Energy John Qian, portfolio manager, Metals and Mining strategy Tom Shelmerdine, portfolio manager, Precious Metals strategy T. Rowe Price introduced its first active ETFs in 2020, and today's launches bring the firm's lineup to 16 equity active ETFs and six fixed income active ETFs. The funds deliver key features associated with ETFs such as tax efficiency, more competitive expense ratios, and the flexibility to buy and sell shares throughout the trading day. Designed to outperform passive indexes, each T. Rowe Price active ETF applies the longstanding investing capabilities of the firm's active managers, based on rigorous global research and the regular practice of asking better questions, as they strive to deliver better investment outcomes for clients. QUOTE:Tim Coyne, Global Head of Exchange-Traded Funds"The launches of TMED, TURF, and TFNS reflect our ongoing commitment to deliver an array of active ETFs that meet the evolving needs of our clients. We remain focused on growing our active ETF business and look forward to continuing to build it with compelling investing ideas and the best thinking of T. Rowe Price active managers." ABOUT T. ROWE PRICE Founded in 1937, T. Rowe Price (NASDAQ: TROW) helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management approach of equity, fixed income, alternatives, and multi-asset investment capabilities. T. Rowe Price manages USD $1.62 trillion in assets under management as of May 31, 2025, and serves millions of clients globally. News and other updates can be found on Facebook, Instagram, LinkedIn, Twitter, YouTube, and Consider the investment objectives, risks, and charges and expenses carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information visit Read it carefully. ETFs are bought and sold at market prices, not net asset value (NAV). Investors generally incur the cost of the spread between the prices at which shares are bought and sold. Buying and selling shares may result in brokerage commissions which will reduce returns. View original content to download multimedia: SOURCE T. Rowe Price Group Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-05-2025
- Business
- Yahoo
Northern Trust Asset Management Appoints Global Co-Chief Investment Officers
Michael Hunstad and Christian Roth bring combined six decades of investment expertise CHICAGO, May 08, 2025--(BUSINESS WIRE)--Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of March 31, 2025, has appointed Michael Hunstad, PhD and Christian (Chris) Roth, CFA as Global Co-Chief Investment Officers, effective June 1, 2025. Hunstad and Roth will oversee NTAM's investment performance, process and philosophy. They will co-chair the Investment Policy Committee and lead the equity, fixed income, multi-asset and alternatives chief investment officers globally. They will be members of the Asset Management Executive Group and report to NTAM President Daniel Gamba. "Michael and Chris have a proven track record of investment expertise and longtime leadership in the asset management industry," Gamba said. "They have each made significant contributions to NTAM's investment platform, aligned to NTAM's core philosophy that investors should be compensated for the risks they take, in all market environments and investment strategies. I am confident that under Michael and Chris's leadership, NTAM will further strengthen its ability to serve our clients' investment needs across all asset classes." Hunstad and Roth will succeed Angelo Manioudakis, who will retire from NTAM effective May 31, 2025. Manioudakis joined NTAM in September 2021 after more than 30 years in the asset management industry. Michael Hunstad, Ph.D. Hunstad has spent more than 12 years with NTAM. Most recently, he was deputy chief investment officer and chief investment officer of global equities, overseeing all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies. NTAM has $758B in equity assets under management as of March 31, 2025. Previously, Hunstad was head of quantitative strategies at NTAM, leading factor-based research, portfolio management and product development programs. Hunstad holds a Ph.D. in mathematics, an MBA in finance, a master's degree in econometrics and a bachelor's degree in economics. Christian Roth, CFA Roth joined NTAM in April 2024 as chief investment officer of global fixed income. He oversees the investment strategy, process and approach for NTAM's fixed income and liquidity business globally. As of March 31, 2025, NTAM has $490.1B in fixed income and liquidity assets under management. Previously, Roth spent three decades at Morgan Stanley Investment Management, where he held several leadership roles in the firm's fixed income business, including as head of broad markets fixed income and head of multi-sector fixed income. He is a CFA® charterholder. About Northern Trust Asset Management Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with $1.3 trillion in assets under management as of March 31, 2025, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That's why we combine robust capital markets research, expert portfolio construction and comprehensive risk management in an effort to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency. Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. About Northern Trust Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2025, Northern Trust had assets under custody/administration of US$16.9 trillion, and assets under management of US$1.6 trillion. For more than 135 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit us on Follow us on Instagram @northerntrustcompany or Northern Trust on LinkedIn. Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at The publisher's sale of this reprint does not constitute or imply any endorsement or sponsorship of any product, service or organization. View source version on Contacts Europe, Middle East, Africa & Asia-Pacific Contact: Camilla Greene+44 (0) 207 982 Simon Ansell+44 (0) 207 982 1016Simon_Ansell@ US & Canada Contact: Joanne Zalatoris+1 (312) Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
