0000930413-24-000314.txt : 20240124 0000930413-24-000314.hdr.sgml : 20240124 20240124171235 ACCESSION NUMBER: 0000930413-24-000314 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240124 DATE AS OF CHANGE: 20240124 EFFECTIVENESS DATE: 20240124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LAZARD FUNDS INC CENTRAL INDEX KEY: 0000874964 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-40682 FILM NUMBER: 24557523 BUSINESS ADDRESS: STREET 1: 30 ROCKEFELLER PLAZA CITY: NEW YORK STATE: NY ZIP: 10112 BUSINESS PHONE: 2126326000 MAIL ADDRESS: STREET 1: 30 ROCKEFELLER PLAZA CITY: NEW YORK STATE: NY ZIP: 10112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LAZARD RETIREMENT SERIES INC CENTRAL INDEX KEY: 0001033669 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-22309 FILM NUMBER: 24557524 BUSINESS ADDRESS: STREET 1: 30 ROCKEFELLER PLAZA CITY: NEW YORK STATE: NY ZIP: 10020 BUSINESS PHONE: 212-632-6000 MAIL ADDRESS: STREET 1: 30 ROCKEFELLER PLAZA CITY: NEW YORK STATE: NY ZIP: 10020 0000874964 S000010273 Lazard International Strategic Equity Portfolio C000028378 Open Shares LISOX C000028379 Institutional Shares LISIX C000134193 R6 Shares RLITX 0000874964 S000046422 Lazard Global Strategic Equity Portfolio C000145068 Institutional Shares LSTIX C000145069 Open Shares LSTOX C000145070 R6 Shares RGSTX 0001033669 S000010302 Lazard Retirement International Strategic Equity Portfolio C000028482 Service Shares C000028483 Investor Shares 0001033669 S000046419 Lazard Retirement Global Strategic Equity Portfolio C000145062 Investor Shares C000145063 Service Shares 497 1 c107864_497.htm

THE LAZARD FUNDS, INC.

Lazard International Strategic Equity Portfolio
Lazard Global Strategic Equity Portfolio

LAZARD RETIREMENT SERIES, INC.
Lazard Retirement International Strategic Equity Portfolio
Lazard Retirement Global Strategic Equity Portfolio

Supplement to Current Summary Prospectuses and Prospectuses

Effective March 29, 2024 (the “Effective Date”), the following will replace the “Management—Portfolio Managers/Analysts” section in the Summary Prospectus for the Lazard International Strategic Equity Portfolio and the “Lazard Funds Summary Section—Lazard International Strategic Equity Portfolio—Management—Portfolio Managers/Analysts” section in the applicable Prospectus:

Robin O. Jones, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, has been with the Portfolio since May 2009.

Michael A. Bennett, portfolio manager/analyst on various of the Investment Manager’s International Equity teams, has been with the Portfolio since September 2008.

Jimmie Bork, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, has been with the Portfolio since February 2022.

As of the Effective Date, the following will replace the “Lazard Retirement Series Summary Section—Lazard Retirement International Strategic Equity Portfolio—Management—Portfolio Managers/Analysts” section in the applicable Prospectus:

Robin O. Jones, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, will serve from inception.

Michael A. Bennett, portfolio manager/analyst on various of the Investment Manager’s International Equity teams, will serve from inception.

Jimmie Bork, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, will serve from inception.

As of the Effective Date, the following will replace the “Management—Portfolio Managers/Analysts” section in the Summary Prospectus for the Lazard Global Strategic Equity Portfolio and the “Lazard Funds Summary Section—Lazard Global Strategic Equity Portfolio—Management—Portfolio Managers/Analysts” section in the applicable Prospectus:

Robin O. Jones, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, has been with the Portfolio since August 2014.

Jimmie Bork, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, has been with the Portfolio since June 2020.

As of the Effective Date, the following will replace the “Lazard Retirement Series Summary Section—Lazard Retirement Global Strategic Equity Portfolio—Management—Portfolio Managers/Analysts” section in the applicable Prospectus:

Robin O. Jones, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, will serve from inception.

Jimmie Bork, portfolio manager/analyst on the Investment Manager’s International Strategic Equity and Global Strategic Equity teams, will serve from inception.

 

As of the Effective Date, the following will supersede and replace any contrary information in the section entitled “Lazard Funds Fund Management—Portfolio Management” in the applicable Prospectus:

International Strategic Equity Portfolio—Robin O. Jones (since May 2009), Michael A. Bennett (since September 2008) and Jimmie Bork (since February 2022)

Global Strategic Equity Portfolio—Robin O. Jones (since August 2014) and Jimmie Bork (since June 2020)

As of the Effective Date, the following will supersede and replace any contrary information in the section entitled “Lazard Retirement Series Fund Management—Portfolio Management” in the applicable Prospectus:

Retirement International Strategic Equity Portfolio—Robin O. Jones, Michael A. Bennett and Jimmie Bork

Retirement Global Strategic Equity Portfolio—Robin O. Jones and Jimmie Bork

Dated: January 24, 2024