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Company: Excel Funds

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The firm’s two new ETFs use asset-class management to provide better diversification

Regulators’ proposals would improve access to foreign markets

The ETFs will employ a risk-budgeting, quantitative investment strategy with global diversification

The funds share similar objectives and will retain the same manager

Five of Excel Funds’ mutual funds will be available in Series D units, which have lower management fees, through various discount brokerages

  • By: IE Staff
  • October 18, 2016 January 11, 2019
  • 14:40

Name change at Excel; NEI terminates one fund

Both new funds are managed by India-based Aditya Birla Sun Life

  • By: IE Staff
  • April 26, 2016 January 11, 2019
  • 10:50

Memorandum signed with ABSLAMC will allow Excel Funds to offer direct access to infrastructure, real estate and private equity in India

The new funds aim to benefit from the acceleration in India’s economic growth and favourable investment conditions for the country

The merger, if approved, would be effective on or about Feb. 15, 2016

The firm has also hired Christophe Vandewiele to oversee its entry into the institutional market

  • By: IE Staff
  • October 14, 2015 October 14, 2015
  • 15:00