In the News Archive

July 2017

  • Ticker Magazine: July 19, 2017 – "Mutual Fund Q&A: High Quality Companies with Transitory Issues," an interview with Todd Vingers of LMCG Investments, sub-advisor of the Touchstone Mid Cap Value Fund.

June 2017

  • ThinkAdvisor: June 27, 2017 – "Not All Active Managers Are Poor Performers" by Steve Graziano, discussed the importance of identifying truly active funds for a portfolio blending passive and active equity strategies. The article appeared online.
  • Barron's: June 12, 2017 – "In It for the Long Run" by Sarah Max highlighted Pete Kwiatkowski of ClearArc Capital and the Touchstone Flexible Income Fund.

May 2017

  • May 31, 2017 – "Stocks close lower but Nasdaq posts 7-month winning streak" quoted Crit Thomas; republished by MSN Money and Yahoo Finance.
  • MoneyLife Radio: May 18, 2017 – Crit Thomas interviewed by Chuck Jaffe.
  • Ignites: May 5, 2017 – "Liquid Alts Managers Rethink Subadvisor Selection Priorities" featured Tim Paulin.
  • Money Management Executive: May 1, 2017 – "Should Managers Tout Active Share Scores?" featured Steve Graziano and Martijn Cremers.

April 2017

  • The Wall Street Journal: April 11, 2017 – Stocks Weighed Down by Geopolitical Concerns by Akani Otani.
  • Barron's: April 3, 2017 – Summarized ThinkAdvisor article on Cremer's Research and Active Share Runs on 3 Pillars.

March 2017

  • ThinkAdvisor: March 31, 2017 – "How to Use Active Share to Find High-Performing Mutual Funds," by Bernice Napatch featured Cremer's research and Touchstone's Distinctively Active approach, as well as quoted Steve Graziano.
  • March 21, 2017 – "Benchmark Huggers Need to Embrace Other Measures," article by Steve Graziano (byline).
  • Ignites: March 14, 2017 – "Active Share Advocate Lists Key Traits of Winning PMs" by Grace Jennings-Edquist quoted Prof. Martijn Cremers and detailed Touchstone's "distinctively active" management criteria. The article appeared online.

February 2017

  • Financial Advisor: February 15, 2017 – "The More 'Active' An Active Fund Is, The Better, Researcher Says" by Christopher Robbins quoted Steve Graziano on active management. The article appeared online and in print.

November 2016

  • Barron's: November 14, 2016 – "A Fitbit for Funds" by Sarah Max quoted Steve Graziano. The article appeared in print.

October 2016

  • The Wall Street Journal: October 29, 2016 – "Is Your Mutual Fund Hiding in the Closet?" by Jason Sweig reported on active management.

September 2016

  • Barron’s: September 17, 2016 – "A New Favorite for Value Funds: Technology" by Sarah Max quoted Jamie Wilhelm. The article appeared in print.
  • US News and World Report: September 15, 2016 – "Why Value Stocks Are a Good Buy for Investors" by Debbie Carlson quoted Crit Thomas. The article also appeared on Yahoo Finance.
  • InvestmentNews: September 9, 2016 – "Markets, financial advisers get nervous as Donald Trump closes in on Hillary Clinton" by Jeff Benjamin quoted Crit Thomas.
  • MarketWatch: September 8, 2016 – "Opinion: The one-percenters are now destroying dollar stores" by Michael Brush quoted Steve Goddard of The London Company.

August 2016

  • InvestmentNews: August 24, 2016 – "Value strategies defy logic in push past growth stocks" by Jeff Benjamin quoted Crit Thomas on the value vs growth fund performance.
  • Financial Advisor: August 24, 2016 – "Touchstone Adds 2 U.S. Equity Mutual Funds" by Chris Robbins reported on the closing of Touchstone's adoption of 2 DSM mutual funds and quoted Steve Graziano.

July 2016

  • MarketWatch: July 29, 2016 – "How this value investor picks stocks with markets at record levels," by Philip van Doorn quoted Crit Thomas on value stocks.
  • July 21, 2016 – "Preferreds Offer Good Value If You Know Where to Look," by Amey Stone featured Pete Kwiatkowski of ClearArc Capital and the Touchstone Flexible Income Fund.
  • Bloomberg: July 18, 2016 – "Stock Market's Enduring Record of Calling Presidential Races" by Lu Wang quoted Crit Thomas on the markets and the upcoming elections.

June 2016

  • MarketWatch: June 22, 2016 – "U.S. stocks creep higher ahead of Brexit vote, Yellen testimony," by Ellie Ismailidou quoted Crit Thomas.
  • MergerMarket: June 22, 2016 – "Touchstone Investments still looking for more buys, president says," by Karen Padley featured Steve Graziano.
  • Barron's: June 18, 2016 – "Deconstructing Buffett: Jamie Wilhelm, manager of the Touchstone Focused fund, studied Warren Buffett's investment strategy through reverse-engineering," by Sarah Max profiled Jamie Wilhelm and the Touchstone Focused Fund.
  • Fund Action: June 16, 2016 – "Touchstone Looks For ‘Unique' Sub-Advisers," by Nick Jardine featured Steve Owen.
  • ThinkAdvisor: June 13, 2016 – "Top Portfolio Products," by Marlene Satter mentions that Touchstone Investments named Copper Rock Capital Partners sub-advisor to its Touchstone Emerging Markets Small Cap Fund.
  • MFWire: June 9, 2016 – "Touchstone Adopts An Empire State Fund Family," by Neil Anderson covered acquisition of DSM and featured Steve Graziano.

May 2016

  • Bloomberg News: May 9 – "Godot Arriving for Bulls Waiting to See S&P 500 Profits Turn," by Lu Wang quoted Crit Thomas about earnings guidance.
  • Think Advisor: May 9 – "Top Portfolio Products: Pershing Adds 3 Robo-Advisors to Its Platform," by Marlene Satter mentions the changes to the Touchstone asset allocation funds.
  • Wall Street Journal: May 8 – "How to Fed-Proof Your Bond Holdings Now," by Michael Pollock quoted Crit Thomas on the bond returns and mentions the Touchstone Flexible Income Fund as a tool for earning stable income.
  • ThinkAdvisor: May 2 – "Top Portfolio Products: Touchstone Launches an International Growth Fund," by Marlene Satter highlighted the launch of the Touchstone International Growth Fund.

April 2016

  • Fund Action: April 29 – "Touchstone Launches International Offering," quoted Steve Graziano.
  • MFWire, April 29 – "Touchstone Re-Teams with Sub-advisor in Transition," quoted Steve Graziano.
  • MarketWatch: April 28 – "Dow slides under 18,000 after tepid economic data," quoted Crit Thomas.
  • CNNMoney, April 27 – "Don't get too used to a weak dollar," quoted Crit Thomas.
  • InvestmentNews: April 21 – "The active management edge is found furthest from the benchmark," featured Steve Graziano and Prof Martijn Cremers. The article also ran in the weekly print edition of the newsletter – "Getting of the benchmark bandwagon," on April 25, 2016.
  • New York Times: April 9 – "Investors Look for Solid Footing After Market Recovery," quoted James Wilhelm, manager of the Touchstone Focused Fund.

March 2016

  • March 21 – "In Search of Consistent Return Drivers," featured the Touchstone Total Return Bond Fund and co-managers Doug Folk and Chris Fitze of EARNEST Partners. The article was also posted on Advisor Select.
  • Investors' Business Daily: March 18 – "The Best Growth, Blend And Value Funds Share These Key Qualities," featured Jamie Wilhelm.
  • Zacks: March 15 – "3 Mid-Cap Value Fund Picks As Equity Funds Notch First Inflow," included the Touchstone Mid Cap Value Fund.
  • InvestmentNews: March 2 – "Value stocks poised to take the lead from growth investing," quoted Crit Thomas.

February 2016

  • InvestmentNews: February 11 – "Once unheard of, negative interest rates emerge as a viable Fed tool," quoted Crit Thomas.
  • ThinkAdvisor/Investment Advisor: February 10 – "Will Active Share Be the Robo-Advisor Killer?" featured Steve Graziano.
  • Bloomberg: February 10 – "Bank Executives Leading Surge of Insider Buying Amid Stock Rout," quoted Crit Thomas and was also picked up in The Washington Post.
  • Kiplinger's Personal Finance: February – "7 Stocks to Own in a Volatile Market" featured James Wilhelm, manager of the Touchstone Focused Fund, on Berkshire Hathaway.
  • "Conservative investors get welcome boost from U.S. Treasury yields": February 3 – Crit Thomas was featured in an article entitled "Conservative investors get welcome boost from U.S. Treasury yields."​ The article was also featured by Reuters, CNBC, and Yahoo Finance.

November 2015

  • 401(k) Specialist​: November 11th – Steve Owen was featured in an article entitled "4 Trends in 401(k): Schwab Impact 2015."​

October 2015

  • Ignites: October 13th – Touchstone sub-advisory changes for summarized in an article entitled "Touchstone Shakes Up Manager Roster"​

September 2015

  • Fund Action: September 16th – Article entitled "Touchstone Replaces Subadviser" states that Touchstone is replacing the subadviser on three asset allocation products.
  • September 10th – Touchstone Launches Credit Opportunities Fund with Ares Capital Management II LLC as Sub-Advisor press release resulted in mentions in Bloomberg; Fund Action; Seeking Alpha; DailyAlts; WealthAdvisor; Institutional Asset Manager; Hedgeweek; FINalternatives; SYS-CON AUSTRALIA; SYS-CON Media; Morningstar News; International Business Times; CNN Money; Bloomberg; for Dallas Morning News; Northwest Cable News and Denton Record-Chronicle; Benzinga; PR Newswire; Virtualization Conference & Expo;;; NewsWest 9; Ticker Technologies; 12 News KBMT and K-JAC; Spoke; Yahoo! Finance; KXXV-TV ABC; WDAM - Channel 7; FOX 42 News; News 12 Mankato; and ABC News 4.

August 2015

  • Fund Action: August 21st – Article entitled "Touchstone Touts Active Share With New Website" covers launch of ActiveShare.Info.
  • ThinkAdvisor: August 21st – Article entitled "Martijn Cremers Launches Website for Active Share" mentions the launch of ActiveShare.Info.
  • Ignites: August 21st – Article entitled "New Website Reveals Funds' Active Share" highlighted launch of website and partnership between Professor Cremers and Touchstone.
  • August 19th – Professor Martijn Cremers Launches Active Share Website press release resulted in mentions in Fund Action; Ignites; Seeking Alpha; Morningstar and Focus on Funds -
  • Research/ThinkAdvisor: August 3rd – Article entitled "Consistent Growth From Committed Companies" by Ed McCarthy quoted Brian Campbell of The London Company and sub-advisor of the Touchstone Large Cap Fund.

July 2015

  • ThinkAdvisor: July 17th – Article entitled "Touchstone Investments Names Subadvisor" announced that Rockefeller & Co. has been named subadvisor to the Touchstone Sustainability and Impact Equity Fund.
  • July 14th – Touchstone Appoints Rockefeller & Co. as Sub-Advisor to Touchstone Sustainability and Impact Equity Fund press release resulted in mentions in Bloomberg;; PR Newswire; Dayton Business Journal; Mediawebsite. net for Denton Record-Chronicle; Dallas Morning News and Dallas South News; Spoke; Ticker Technologies; The Business Journals; 12 News KBMT and K-JAC; NewsWest 9; WLOX-TV; NBC Right Now KNDO-TV; KFVS 12; The State Journal;;; ABC News 4; KXXV-TV ABC;; News 12 Mankato; FOX 42 News; WFXS; MyFoxWausau; Yahoo! Finance; and WDAM - Channel 7.
  • July 2nd – Video entitled "Four Stocks Touchstone Investments' Managing Director Likes in a Shaky Market" featured Steve Owen.

June 2015

  • Financial Times: June 17 — Professor Martijn Cremers was quoted in an article by John Authers entitled "Active Managers Must Prove Their Worth." Fortune: June 29 — Steve Goddard was quoted in an article by Jen Wieczner entitled "Activist Investors Love Spin-offs. Here's Why You Should, Too."
  • June 5 — Tim Paulin was quoted in an article entitled "Keys to Clawing Your Way Off a Subadvisory Watch List."
  • Wall Street Journal: June 5 — Steve Graziano was featured in an article entitled "Voices: Steve Graziano, on the Value of Using 'Active Share' to Vet Portfolios."

May 2015

  • Fund Action: May 5 — Tim Paulin was quoted in an article entitled "Subadvisory Relationships Preferable for Alts Newbies."
  • May 6 — Tim Paulin was quoted in an article entitled "Multi-Alternative, ESG Mandates to Sprout Subadvisor Searches."
  • DailyAlts: May 17 — Professor Martijn Cremers and Touchstone President Steve Graziano were featured in an article entitled "Weekend Reading: Active Share, Risk Parity, Hedge Funds, Volatility and More."

April 2015

  • FundFire: April 30 by Michael Shagrin — "Father of Active Share Fires Back at Detractors."
  • The Wall Street Transcript: April 13 — Steve Goddard was featured in an article entitled "Investing with a Focus on Downside Risk."

March 2015

  • — Federated Stays "Very Active" in Deals on March 24, 2015. April 10 — Jack Leslie of Miller/Howard offered investment perspectives in an article entitled "Why GE Could Retake Throne as King of All Dividend Stocks."
  • — Touchstone Not Liquidating Money Funds After All on March 5, 2015.

February 2015

  • Crane Data — Life After Reforms: SMAs Attractive Complement to MMFs on February 11, 2015.
  • Wealth & Finance International — U.S. Fund Managers Begin Positioning for Money Fund Reform, Says Fitch on February 11, 2015.

January 2015

  • — Graziano Shares Touchstone's Active Share New Pitch on January 30, 2015.
  • Associated Press, Fox Business Network - Online and Yahoo! Finance — Decoding the Jargon of Mutual Funds: A Look from A to E, Touchstone Investments marketing and educational efforts on Active Share mentioned on January 29, 2015 and January 31, 2015.