Motif Capital and Global Atlantic Investment Advisors announce collaboration on new funds
NEW YORK, NY -– May 20, 2016- Motif’s institutional investment advisor, Motif Capital, and Global Atlantic Financial Group’s investment adviser subsidiary, Global Atlantic Investment Advisors, today announced that Global Atlantic Investment Advisors has selected Motif Capital to sub-advise three new insurance trust mutual funds for variable annuities.
The funds will be offered through variable annuity products, blending tax-deferral with thematic portfolios built and sub-advised by Motif Capital.
“Motif Capital is a leader in thematic investing. Our ability to offer these funds to our variable annuity clients gives them an attractive new allocation alternative while further differentiating Global Atlantic in the marketplace,” said Rob Arena, President, Global Atlantic Retirement and Life.
“Motif sees this as a key relationship and is excited to be working with Global Atlantic,” said Hardeep Walia, CEO of Motif. “Applying Motif Capital’s unique investment approach to variable annuities furthers our mission to make sophisticated investments more intuitive.”
These new funds are expected to be available through Global Atlantic’s variable annuity platform beginning in the third quarter this year.
About Global Atlantic Financial Group Limited and Global Atlantic Investment Advisors
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. Global Atlantic Investment Advisors, a subsidiary of Global Atlantic, is the investment manager of propriety funds within Global Atlantic variable annuities. Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. Its success is driven by a unique heritage that combines deep product and distribution knowledge with insightful investment and risk management, alongside a strong financial foundation.
About Motif Capital Management
Motif Capital Management, Inc., (“Motif Capital”) is a next-generation global equity investment manager that specializes in the management of thematic investment strategies for financial institutions such as private wealth management, investment companies, endowments, and family offices. Motif Capital is an SEC registered investment advisory firm located in San Mateo, California. The company is privately held and is a wholly owned subsidiary of Motif Investing Inc., a registered broker-dealer, member FINRA/SIPC.
Public Relations Manager, Motif
Global Atlantic Financial Group
Gabrielle Simon, Prosek Partners
(203) 254‐1300, ext. 108
A registration statement containing a preliminary prospectus relating to the shares of the Portfolios has been filed with the Securities and Exchange Commission, but not yet been declared effective. A copy of the preliminary prospectus for the Portfolios may be obtained from Global Atlantic at 877-881-7735.
The information contained in the preliminary prospectus is not complete and may be changed. No sales of the shares of a Portfolio may be made until the registration statement filed with the Securities and Exchange Commission is effective.
A Portfolio’s investment objectives, risks, charges, and expenses should be considered carefully before investing. The preliminary prospectus contains this and other important information about the Portfolio. To obtain a preliminary prospectus, contact your financial professional, or call 877-881-7735. Please read the preliminary prospectus carefully before investing.
This press release does not constitute an offer to sell or the solicitation of an offer to buy nor will there be any sale of the shares of a Portfolio referred to in this press release in any state or jurisdiction in which such offer, solicitation or sale would be unlawful.
Annuities are issued by Forethought Life Insurance Company. Variable annuities are underwritten and distributed by Global Atlantic Distributors, LLC.
Variable annuities are sold by prospectus. The prospectus contains investment objectives, risks, fees, charges, expenses, and other information regarding the variable annuity contract and the underlying investments, which should be considered carefully before investing money. You can obtain a prospectus from your financial advisor or by visiting www.globalatlantic.com.