Media Center

News Releases

Downloadable copies of recent news releases are provided below. If you are with a news or media organization, please contact Michael Laatsch, Vice President Public Relations, at 513.629.1107 for any inquiries.

• Fort Washington Investment Advisors launches Nick Sargen Blog to deliver 'Real-time Financial Thoughts'

  06.07.10 | Fort Washington has introduced a new blog to provide clients and prospects, individual investors and their advisors, and news media access to real-time economic and capital markets thoughts by Nick Sargen, Chief Investment Officer of Fort Washington.
  (PDF: 122k)

• Fort Washington Celebrates 20 Years of Growth

  05.14.10 | May 16, 2010 - Fort Washington marks its 20th anniversary today, recognizing its continued growth and evolution into a nationally recognized investment advisor.
  (PDF: 164k)

• Fort Washington Discusses 2010 Outlook at Annual Investment Forum

  01.12.10 | On January 12, Fort Washington hosted clients and consultants to discuss its 2010 outlook for the economy and various asset classes.
  (PDF: 127k)

• Fort Washington Announces Local Acquisition in the Wealth Management Business

  12.07.09 | On December 7, 2009, Fort Washington announced a definitive agreement to acquire the investment advisory business of the Sena Group from Sena Weller Rohs Williams, LLC. This will bring nearly $1 billion in new assets into the firm.
  (PDF: 72k)

• Fort Washington's Core Fixed Income Strategy Capitalizes on Market Downturn

  08.11.09 | The Core Fixed Income strategy of Fort Washington Investment Advisors, Inc. (Fort Washington), has outperformed its benchmark¹, based on its 15-year track record (inception date July 1, 1994).
  (PDF: 70k)

• Fort Washington's High Yield Strategy Marks 15 Years of Outperformance

  08.03.09 | Since its inception 15 years ago on July 1, 1994, Fort Washington Investment Advisors, Inc.'s High Yield Fixed Income strategy has outperformed its benchmark, the Merrill Lynch High Yield Cash Pay Index, on an annualized basis.
  (PDF: 68k)

Recent Events

To review the latest business events about Fort Washington Investment Advisors, Inc., and related companies in which its funds are invested, read through our Recent Events below.

• 07.26.10 | On July 26, 2010, Nick Sargen appeared on Bloomberg News to share his thoughts on the U.S. stock market and economy.
• 04.15.10 | On April 15, 2010, Nick Sargen appeared on Bloomberg News to discuss the global recovery one year later as well as his outlook for the sustainability of the markets and the economy.
• 01.12.10 | On January 12, Fort Washington conducted its Annual Investment Forum in Cincinnati, OH. Consuelo Mack of WealthTrack was the guest speaker, discussing lessons learned from the financial crisis.
• 12.29.09 | On December 29, 2009 Nick Sargen briefly offered his 2010 Market Outlook on Bloomberg TV News.
• 09.18.09 | On September 18, 2009 the Wealth Management group hosted a conference call for clients and business partners to interact with a number of the firm's investment professionals. Topics include: an economic outlook, the stock market and the municipal bond sector.  Links: Conference Call | Presentation Materials.
• 01.11.09 | The Worker, Retiree, and Employer Recovery Act of 2008 will suspend required distributions for IRAs and defined contribution plans for the calendar year of 2009.  Retirement contribution changes will be taking effect as well.  Details...
• 09.26.08 | Recent weeks have seen extraordinary events in the markets.  Learn more: Read "Market Turmoil and Your Investments: A Long Term View" >>

Research & Commentary

• July, 2010 Nick Sargen Mid-Year Update: Level Setting Expectations | (PDF: 536k)
• July, 2010 Nick offer's perspective on the Markets at an Inflection Point. | (PDF: 217k)
• May, 2010 Nick Sargen, Chief Investment Officer, offers his views on the Euro-Zone debt crisis. | (PDF: 518k)
• May, 2010 John Goetz, Senior Portfolio Manager, addresses concerns of increased defaults in the Municipal Bond market. | (PDF: 411k)
• May, 2010 Nick Sargen, Chief Investment Officer, and Kevin Bass, Equity Research Manager, assess the implications of the landmark 2010 Healthcare Reform bill. | (PDF: 625k)
• March, 2010 We discuss why High Yield can still be an attractive fixed income option in a rising interest rate environment. | (PDF: 431k)
• April, 2010 Nick offer's perspective on the Global Rally One Year Later. | (PDF: 350k)
• January, 2010  Nick Sargen discusses the features of this business cycle, likely government policy priorities and market expectations for 2010. | (PDF: 679k)
• January, 2010 We offer thoughts on how TIPS might or might not be an effective tool for protecting against inflation risk in investors' portfolios.
  | (PDF: 549k)
• July, 2009 Markets at Mid-Year: Stabilization Does Not Spell Strong Recovery | (PDF: 206k)
• July, 2009 We are often struck by the speed and power of market movements, especially when a sea-change in expectations is occurring. | (PDF: 535k)
• June, 2009 For professional investors and financial planners alike, the past year and a half has been one of the most challenging ever. | (PDF: 498k)
• May, 2009 We are fortunate to be in the business.   The compensation is generous.  Few businesses offer intellectual challenge of a constantly shifting playing field. | (PDF: 272k)
• January, 2009 Challenges confronting governments today are the biggest since the Great Depression. Learn more. Read CIO Nick Sargen's latest white paper... | (PDF: 452k)