BIPPO Group and Thornburg Investment Management have signed a Memorandum of Understanding to form a strategic partnership that provides high-net-worth clients in Greater China with premium global private wealth management and asset investment services.
Thornburg is pleased to announce the addition of John Bonnell, CFA, as portfolio manager and managing director on Thornburg’s municipal bond team.
Clearwater Analytics, a global SaaS provider, announced that Thornburg has selected Clearwater’s investment accounting and reporting solution.
Thornburg is pleased to announce the appointment of Blair C. Naylor as independent director to the Thornburg Board of Directors.
Thornburg is pleased to announce that Thornburg Limited Term Income Fund (“the Fund), Class I (ticker: THIIX), is a Refinitiv Lipper Fund Awards United States 2021 winner. The Fund is the best Short-Intermediate Investment-Grade Debt Fund over the ten-year period ending November 30, 2020 out of 32 funds, based on consistently strong risk-adjusted performance.
Thornburg is pleased to announce the addition of two new members to the institutional distribution team, Jennifer Pittman and Christopher Kuhl, who will develop relationships with asset owners and consultants in the U.S. and Canada.
Thornburg is pleased to announce that Steven Klopukh, CFA, and Tim McCarthy, CFA, have joined the firm as portfolio managers and managing directors. Messrs. Klopukh and McCarthy oversee two small- and mid-cap (“SMID”) equity mutual funds and plan to introduce SMID managed account and model delivery capabilities.
Thornburg is pleased to announce the appointment of Julia Sze, CFA, as independent director to the Thornburg Board of Directors.
Food for Love benefit concert is pleased to welcome Thornburg Investment Management and Thornburg Foundation as sponsors to raise money for New Mexico food banks.
Thornburg is pleased to announce that Anne Lundberg, CAIA, has joined as head of institutional distribution to oversee Thornburg's North American institutional partnerships, business development and client service efforts, and relationships with global consultants.
Thornburg is pleased to announce that it has appointed Concord Capital Management Corporation as its private placement agent to help market its global equities and fixed income UCITS and separately managed account solutions to institutions and high-net-worth investors in Taiwan.
Thornburg is pleased to announce that John V. Hackett, CFA, has joined as chief marketing officer to lead global marketing initiatives.
Thornburg Foundation, the family foundation founded by Thornburg Investment Management Founder and Chairman Garrett Thornburg, announced $250,000 in additional grants to support nonprofit organizations that address critical gaps in services that affect infants, toddlers, and their families; assist local food supply chains; combat and coordinate emergency food and hunger needs; and conduct census outreach activities for hard-to-count communities with low self-response rates.
The Thornburg Foundation, the family foundation founded by Thornburg Investment Management Founder and Chairman Garrett Thornburg, announced $240,000 in grants to support non-profit organizations serving the homeless, the hungry, children, and families in Santa Fe and Albuquerque, New Mexico who are impacted by the coronavirus pandemic.
Thornburg is proud to support TIIP and the Money Management Institute's new report, "Sustainable Investment Products and Due Diligence: Insights from Industry Experts," which offers advice on how to add more rigor to the assessment of sustainability products on the market, and how industry leaders can benefit from the growing interest in sustainable investing.
Thornburg announced that Perpetual, a diversified financial services company serving Australians since 1886, has made a commitment to Thornburg's Multisector Opportunistic credit strategy.
Thornburg Investment Management announced that Ben Kirby and Jeff Klingelhofer each have been appointed to the newlycreated position of head of investments.
Thornburg announced that its Ireland-domiciled range of UCITS funds have been added to the Allfunds platform, the world's largest institutional fund distribution network and the largest European platform. In addition, Thornburg's suite of eight UCITS funds are now accessible to investors in Denmark, Finland, Italy, the Netherlands, and Norway.
Thornburg is pleased to announce the launch of Thornburg Strategic Income Fund, a UCITS fund domiciled in Dublin, Ireland. This unconstrained bond fund invests in a wide variety of asset classes around the world with an emphasis on higher-yielding fixed income.
Thornburg Investment Management announced three new hires on the firm's global distribution team.
As a further commitment to responsible investing, Thornburg announced that it has signed the United Nations-supported Principles for Responsible Investment (PRI).
William Mac "Carter" Sims has joined Thornburg as the Head of Global Distribution.
The firms first fixed income UCITS product, Limited Term Income Fund, is now available to overseas investors.
R6 share classes have been added to Thornburg Global Opportunities Fund, Investment Income Builder Fund, Limited Term Income Fund and Strategic Income Fund.