Products February 15, 2011
Trademark Launches Target-Date Collective Trusts
February 15, 2011 (PLANSPONSOR.com) - Trademark Capital Management has acquired Athens Capital Group, LLC as part of a national growth strategy.
Reported by PLANSPONSOR staff
Trademark is working with Wilshire Associates Incorporated to introduce a series of target-date collective trusts combining Athens’ asset management capabilities with Wilshire’s glide path methodology. Steve Athanassie, Managing Principal of Trademark Capital, noted the new collective trusts were launched on February 1, 2011 through Hand Benefits and Trust, a division of BPAS (see Hand Benefits Selects Sub-Advisers for Target Date CITs).
“We are excited about this acquisition, which enables us to offer a new approach to target-date investing through the launch of our collective trust funds,” said Athanassie, in the announcement. “Trademark’s collective trusts will offer a unique balance of growth and risk management by utilizing Athens Capital’s proprietary blend of quantitative management, fundamental analysis, and downside protection strategy paired with Wilshire’s proven glide path methodology.”You Might Also Like:

Fiduciary Diligence Demanded as CITs Shine
A significant regulatory concern is that banks should not simply “rent their charters” to third-party registered investment advisers seeking to...

Adjusting TDFs Amid Jittery Markets
One of the obvious and lasting appeals of multi-asset-class portfolios such as TDFs is their potential to provide retirement plan...

Record-Low 401(k) Trading Seen in 2021
The Alight Solutions 401(k) Index shows net 401(k) trading activity for 2021 was 0.53% of balances, the lowest annual figure...
« Bill Would Ban Use of Placement Agents by KY Retirement Systems