Products July 9, 2009

Fidelity Adviser Platform Adds Calamos Funds

Fidelity Investments now offers seven Calamos mutual funds on Fidelity Advisor 401(k), Fidelity's financial adviser-sold retirement platform.
Reported by

A news release said the platform averages 600 to 700 plans a year at an average size of $5 million to $7 million.

The seven funds on the platform are:

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  • Calamos Convertible Fund
  • Calamos Global Growth & Income Fund
  • Calamos Growth & Income Fund
  • Calamos Growth Fund
  • Calamos High Yield Fund
  • Calamos International Growth
  • Calamos Market Neutral Income.

“John Calamos started his firm in 1977,” said Bob Behan, senior vice president and head of National Accounts & Retirement Distribution at Calamos, in the news release. “The addition of the Calamos funds to the Fidelity platform gives advisers access to the experience and expertise of John and co-CIO Nick Calamos, as well as their entire investment team. Now more than ever, experience in both up and down market cycles is important.”

Products July 9, 2009

Janus Enhances Web Site for FAs

Janus Capital Group Inc. said it launched the newly designed janus.com/advisor, targeted specifically for financial intermediaries.
Reported by

The site launch coincides with the merger of the Janus Adviser Series and the Janus Investment Fund trust, according to a news release (see “Janus to Merge Two Mutual Fund Trusts“).

Janus said, building on feedback from financial advisers, the new site offers advisers tools such as Janus Labs, which offers business-building programs in practice management, life science, and financial engineering.

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The site also offers white papers and market updates; product information; and e-mail services to receive insights specific to the adviser’s needs and interests.

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