Lincoln Financial Group Expands Partnership with American Century Investments to Enhance Fund Offerings

Lincoln Financial Group

RADNOR, PALincoln Financial Group (NYSE: LNC) and American Century Investments have announced an expansion of their partnership. This collaboration aims to merge the robust investment expertise of American Century with the expansive platform of Lincoln Financial, offering an enriched array of products to meet the evolving needs of investors.

On April 4, 2024, shareholders of the American Century Variable Portfolios funds voted in favor of adopting nine American Century Variable Portfolios into the Lincoln Variable Insurance Products (LVIP) Trust, a decision that underscores the growing demand for varied and sophisticated investment solutions in the market. The adoption process was completed successfully on April 26, 2024, marking a significant milestone in the partnership between the two financial giants.

Ben Richer, Head of Funds Management at Lincoln Financial Group and Chief Operating Officer of Lincoln Financial Investments, expressed enthusiasm about the partnership’s potential. “Lincoln is capitalizing on the successes and investment capabilities of American Century to broaden distribution and diversification opportunities in our existing suite of products,” he stated. Richer also emphasized the alignment of this initiative with Lincoln’s objective of offering standout insurance, retirement, and variable annuity solutions.

Lincoln Financial currently oversees an LVIP Funds platform worth $84 billion and manages more than 100 Variable Insurance Mutual Funds, showcasing its substantial footprint in the financial services sector. The addition of American Century’s Variable Portfolios is expected to further enhance this platform, providing investors with a wider range of investment choices.

Rick Luchinsky, Co-Head of Intermediary Distribution at American Century, highlighted the synergistic benefits of this arrangement. “We believe serving as the subadvisor on the LVIP Funds will benefit our clients, as demonstrated by many who have large assets with us and have moved to sub-advisory relationships,” Luchinsky commented. He also noted the excitement surrounding the expansion of the relationship with Lincoln Financial Group, indicating a forward-looking approach to serving investor needs.

READ:  Brown Advisory Enters ETF Market with Launch of First Fund Through SEI’s Advisors' Inner Circle Platform

American Century will take on the role of subadvisor for the newly adopted funds, bringing to the table its recognized portfolio management expertise. This partnership not only signifies a strategic alignment between two leading entities in the financial industry but also points to a broader trend of collaboration and integration among firms to deliver comprehensive and innovative investment solutions.

The enhanced partnership between Lincoln Financial Group and American Century Investments represents a pivotal development in the quest to meet the diverse investment preferences of modern investors. By combining Lincoln’s extensive platform with American Century’s investment acumen, the alliance is poised to offer a richer, more diversified set of options for investors navigating the complex landscape of today’s financial markets.

For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News and MSN.