The Innovative Power of Tailored Portfolio Solutions. Demand for customized portfolios among individual investors is growing and the industry has responded with sharp increases in acquisitions and product offerings in the marketplace. Charles River convened a panel...
Contact Us about Tailored Portfolio Solutions It’s no secret that direct indexing has taken off in the U.S. – an avalanche of high-profile acquisitions, fintech startups, and major platform launches have occurred over the last few years and momentum does not appear...
Contact Us about ESG Focused Portfolios This article addresses the limitations and risks of negative screening within separately managed accounts and the opportunities that technology and newer portfolio construction approaches offer to wealth and asset managers...
Contact Us about Tailored Portfolio Solutions By: Randy Bullard, Global Director of Wealth Management. Direct or personalized index portfolios have been utilized by high net worth investors for over 20 years. Firms like Parametric Portfolio Associates and Aperio have...
A recent FundFire article found that “performance of portfolios in models-based managed account programs can sometimes diverge from the separately managed account (SMA) strategies they aim to track. Some performance differences can be expected, due to the timing of...
Separately Managed Accounts (SMAs) are a widely used investment vehicle for endowments, retirement plans, foundations, and wealth managers. The popularity of SMAs is underscored by broad global institutional sponsorship and investor acceptance. As of 2015, more than...
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