Products April 21, 2011

Mutual of Omaha Adds Funds to Retirement Platform

Mutual of Omaha’s Retirement Services recently added funds to its investment lineup, including Vanguard Target Retirement Funds.
Reported by

Other additions Mutual of Omaha made include: 

  • Templeton Global Total Return Fund
  • Goldman Sachs Small Cap Value Fund
  • John Hancock Disciplined Value Mid-Cap Fund
  • Lord Abbett Value Opportunities Fund
  • MFS Value Fund
  • Waddell & Reed New Concepts Fund
  • Dodge & Cox International Stock Fund
  • Franklin International Small Cap Growth Fund
  • Nuveen Tradewinds Global All-Cap Fund
  • Wells Fargo Advantage Emerging Markets Equity Fund
  • Stadion Tactical Fund

All funds will be investable on May 2, 2011. Marketing materials for the fund lineup, including a revised investment options brochure will be available soon.  

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More information is here.
Deals & People April 21, 2011

Capital Strategies Names Director of Investment Operations and Analysis

Jaime Mauppin has joined Capital Strategies Investment Group (CSIG) as Director of Investment Operations and Analysis. 
Reported by

In her new position, Mauppin will be responsible for expanding CSIG’s manager search and due diligence activities and directing day‐to‐day investment operations.

She comes to CSIG with a background in investments for both defined benefit and defined contribution plans.She was previously employed as an Investment Officer and Portfolio Manager with the Municipal Employees’ Retirement System (MERS) of Michigan.Her previous experience includes managing a fixed income portfolio and actively monitoring a $340 million real estate portfolio comprised of global REITs, private real estate, and timberland investments. Additionally, she created and managed a series of custom target‐date funds, including glide path design, external manager selection, and operational design, according to the announcement.

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“We are very pleased to welcome Jaime to CSIG. As we continue to expand our investment team, her extensive investment knowledge coupled with her experience in creating and managing target‐date funds will add significant value to our client relationships,” said Will Woodall, Managing Principal.

Mauppin will be based out of the firm’s Oak Brook, Illinois office.

Capital Strategies Investment Group LLC is a registered investment adviser (RIA) and an employee‐owned, independent institutional investment advisory firm. CSIG is a fiduciary for the investment recommendations it makes to its clients, according to a press release.

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