SMAs That Act Like Alternatives

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. While many money managers have been switching client assets into alternatives in their search for better returns, David M. Spungen, Chief Executive Officer of Hillview Capital Advisors, LLC, believes this is a bad idea. For a taxable individual, alternative investments, particularly […]

3 Ways to Deliver Tax Efficient Investment Solutions

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. The speaker for this session was Randy Bullard, Executive VP, Institutional Business Development, Placemark Investments. Randy began by listing the three main areas where tax efficiency can be achieved: Asset Placement – trust & estate planning, asset allocation and […]

How Break-Away Brokers are Changing the SMA Playing Field

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit.The moderator for this session was Kathleen Shkuda, President, Zigzag Consulting. The panelists were Eric M. Sutherland, Managing Director, Allianz Global Investors and Heather Gardner, Principal, CIMA, National Accounts Director, William Blair & Company. According to Cerulli, separate account consulting […]