News & Insights

Taking Control with Defined Outcome Investing

 A graphical description of Defined Outcome Investments, the different types, and how to access them.

Defined Outcome Investing

With m+ funds, there is now a new way to retain ETF exposure but have greater control in potentially limiting losses during severe market pullbacks.

New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies

New York Life Investments today announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market.

m+ funds and Defined Outcome Investing on ETF Prime’s Dave Nadig goes in-depth on defined outcome ETFs, one of 2019’s biggest ETF success stories. m+ funds’ Steve Houston explains their lineup of defined outcome unit investment trusts and the future of structured products.

m+ funds On the Move

Despite the market continuing to climb, investors can struggle with finding opportunities to succeed. M+ Funds Founder and Managing Director Oscar Loynaz joins On the Move to discuss how to avoid risks in the market and how to take advantage of the market.

m+ funds on Yahoo Finance

Watch Oscar Loynaz on Yahoo Finance’s On the Move here.

m+ funds on Yahoo Finance

Watch Steve Houston talk to Julie Hyman here.

ETF Industry Pioneers Jennifer Grancio and Jim Wiandt Join m+ funds Advisory Board

m+ funds, a leading defined outcome investment manager, announced today the additions of Jennifer Grancio and Jim Wiandt to the firm’s advisory board. In this capacity, Ms. Grancio and Mr. Wiandt will help guide the firm’s rapid expansion, as a large universe of investors continue to seek passive portfolio strategies that provide defined outcomes.

Brad Berggren Joins m+ funds as Chief Operating Officer

m+ funds, a leading defined outcome investment manager, today announced the appointment of Brad Berggren as its Chief Operating Officer. Brad brings over three decades of leadership experience at prominent asset management and investment banking firms and will be leveraging this expertise at m+ funds as the firm continues its rapid expansion. Read more here.

A Fund Family For Risk Mitigation

m+ funds, a financial services firm in Darien, Conn., has launched a suite of funds in which some provide protection from market downturns while others allow enhanced growth in up markets. Read more here.

m+ funds Aims To Deliver Defined Outcomes To Advisors

Steve Houston, Partner, m+ funds met with Julie Cooling, Founder & CEO, RIA Channel to share the firm’s approach to defined outcome investing and how advisors can use the funds to enhance their existing portfolios. Read more here.

MarketWatch on Defined Outcome Funds

M+ funds offers unit investment trusts with defined outcomes for various risk appetites Read more here.