Janus Henderson Partners with The Pacific Financial Group on Multi-Asset Strategies

Rhea-AI Summary

Janus Henderson Investors has announced a collaboration with The Pacific Financial Group (TPFG) to enhance research services for the PFG Tactical Income Fund and the PFG Janus Henderson Balanced Strategy. This partnership aims to bolster Janus Henderson's model portfolio offerings, leveraging its extensive investment capabilities and partnerships.

With over $3.7 billion in assets under management, TPFG provides a unique platform for financial professionals through its Strategy PLUS™ service, allowing for tailored investment strategies for retirement plans.

Positive

• Collaboration with TPFG enhances Janus Henderson's model portfolio capabilities.
• TPFG manages over $3.7 billion in assets, indicating robust client trust.
• Janus Henderson's diverse asset management range strengthens its market position.

Negative

• None.

DENVER & BELLEVUE, Wash.--(BUSINESS WIRE)-- Janus Henderson Investors announced today that Janus Capital Management LLC is engaging with The Pacific Financial Group (TPFG) to provide research services for both the PFG Tactical Income Fund (PFTSX) and PFG Janus Henderson Balanced Strategy (PFJHX).

The model portfolio business is a growing area of focus for Janus Henderson. Given the firm’s breadth of investment capabilities, extensive value-added/professional development resources, deep intermediary relationships, and product flexibility, it is seeking to provide high-quality model portfolio offerings and services for advisors and their clients.

“Janus Henderson continues to invest in and expand its model portfolio capabilities through high-quality partners like TPFG,” said Matt Peron, Director of Research at Janus Henderson.

“Our long history in active management and broad asset class capabilities delivered across a range of investment vehicles, including ETFs, give us the tools to construct a truly robust asset product mix,” he said.

“We have strong beliefs that financial professionals should be able to provide their plan participant clients with strategic and tactical investment models and are excited to have Janus Henderson join our line-up of outstanding strategists,” said Cory Kendall, Executive Vice President of Sales Strategy for TPFG.

The PFG Janus Henderson Balanced Strategy (PFJHX) seeks capital appreciation, with a secondary objective of income and uses a multi-asset class approach with a blend of equity and fixed income.

The PFG Tactical Income Fund (PFTSX) seeks current income as its primary objective.

These services are available on The Pacific Financial Group’s (TPFG) Self-Directed Brokerage Account platform called Strategy PLUS™. The specialty platform offers financial professionals a multi-strategy, multi-manager model approach to investment management for retirement plan participants that taps the intellectual capital of trusted investment managers. With the offerings through TPFG’s Strategy PLUS platform, advisors will have the ability to offer model allocations based on client objectives.

An early pioneer and innovator in the participant-driven group retirement space, TPFG has built a unique market leadership position in self-directed brokerage for 401(k), 403(b) and 457 accounts, with total firm assets under management exceeding $3.7 billon. The continued popularity of retirement plan brokerage windows and target date options demonstrates plan participant and plan sponsor interest in multi-manager investment offerings.

About Janus Henderson Investors

Janus Henderson Group (JHG) is a leading global active asset manager dedicated to helping investors achieve long-term financial goals through a broad range of investment solutions, including equities, fixed income, quantitative equities, multi-asset and alternative asset class strategies.

At 30 September 2021, Janus Henderson had approximately US$419 billion in assets under management, more than 2,000 employees, and offices in 25 cities worldwide. Headquartered in London, the company is listed on the New York Stock Exchange (NYSE) and the Australian Securities Exchange (ASX).

About The Pacific Financial Group

Founded in 1984, The Pacific Financial Group, Inc. (TPFG) provides financial advisors with a complete suite of programs dedicated to building, managing, and preserving wealth for every investor. The firm provides five principal types of investment advisory programs including the Strategy PLUS™ and Self-Directed Brokerage Account Programs, Separately Managed Accounts, the Enhanced Portfolio Investment Centre and MMS Portfolio Solutions, Core Retirement Optimization, and a Variable Annuity Program. TPFG affiliate RiskPro®, is a revolutionary risk profiling and portfolio construction system.

View source version on businesswire.com: https://www.businesswire.com/news/home/20211108005420/en/

Press Inquiries

Janus Henderson Investors

Media:

Sarah Johnson, Director of Corporate Communications and Media Relations, North America

+1 720-364-0708

sarah.johnson@janushenderson.com

Investor Relations:

Jim Kurtz, Co-Head Investor Relations (US)

+1 303-336-4529

Jim.Kurtz@janushenderson.com

Melanie Horton, Co-Head Investor Relations (Non-US)

+44 (0)20 7818 2905

melanie.horton@janushenderson.com

The Pacific Financial Group

Media:

Julie Mochan, Director, Digital Content & Insights

+1 949-259-6928

juliem@tpfg.com

Source: Janus Henderson Group plc

FAQ

What is the purpose of Janus Henderson's collaboration with TPFG?

The collaboration aims to provide enhanced research services for the PFG Tactical Income Fund and the PFG Janus Henderson Balanced Strategy, improving model portfolio offerings.

What is the current asset management status of The Pacific Financial Group?

As of the announcement, The Pacific Financial Group manages over $3.7 billion in assets.

How does Janus Henderson plan to expand its model portfolio business?

Janus Henderson plans to expand its model portfolio business through partnerships with high-quality firms like TPFG and by leveraging its extensive investment capabilities.

What are the primary objectives of the PFG Tactical Income Fund?

The PFG Tactical Income Fund primarily seeks current income as its main objective.

What strategy does the PFG Janus Henderson Balanced Strategy employ?

The PFG Janus Henderson Balanced Strategy utilizes a multi-asset class approach aiming for capital appreciation with a secondary goal of income.