The changes take effect Nov. 17
The actively managed mandates focus on fixed-income, U.S. mid-cap equities and global financial services firms
The terminating funds affected by the cancelled merger will now have their fees reduced to stay consistent with Dynamic’s overall pricing strategy
The firm is also plans to cap or eliminate the fees and expenses associated with certain series in an effort to simplify its product offering
Securityholders will vote on the proposed mergers on or about June 9 and, if they approve, the mergers will take place on or about June 30
The five Dynamic iShares Active ETFs combine Dynamic’s style of active portfolio management with BlackRock’s expertise in ETFs
The partnership combines both firms’ strengths and aims to make “active management easily accessible for advisors and investors”
Eric Benner will contribute his global equity expertise to Dynamic’s equity income team
Myles Zyblock says rules-based approach takes emotions out of investing
An options writing strategy adds an element of diversification to Dynamic Premium Bond Private Pool