MutualFundWire.com: Matthews Asia Launches Institutional Shares
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Wednesday, December 1, 2010

Matthews Asia Launches Institutional Shares


Matthews International Capital Management recently started offering institutional class shares in some of its funds. The San Francisco firm launched the share class in nine Matthews Asia funds on October 29.

Jodi Borkowitz
 Matthews International Capital Management
SVP of Client Services and Sales
Matthews has a total of 11 mutual funds in its lineup.

"We've had a good amount of demand from family offices, endowments, foundations and some 401(k) and defined benefit plans," said Jodi Borkowitz, senior vice president of client services and sales, in an interview with The MFWire.com.

Over the past year, Matthews has grown its client services and sales team to support its broadening client base, Borkowitz said.

A recent hire at Matthews, Kelly Holmes, is tasked with managing the company's ties with institutional consulting firms and retirement plan service providers. Holmes joined Matthews in September.

The nine funds that now sport Institutional share classes are:
  • Matthews Asian Growth and Income Fund (MICSX)
  • Matthew Asia Dividend Fund (MIPIX))
  • Matthews China Dividend Fund (MICDX)
  • Matthews Asia Pacific Fund (MIAPX)
  • Matthews Pacific Tiger Fund (MIPTX)
  • Matthews China Fund (MICFX)
  • Matthews India Fund (MIDNX)
  • Matthews Japan Fund (MIJFX)
  • Matthews Korea Fund (MIKOX)


    • "We did it with the funds we thought would be the best fit," Borkowitz said.


    Printed from: MFWire.com/story.asp?s=35281

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