Why Bother Using an SMA Outsourcer?

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. According to a recent report by the Tower Group, the use of “cloud services” will become mainstream by 2015, stated Seth Johnson, CEO & Co-Founder, Redi2 Technologies. They will slowly evolve into public utilities that integrate traditional licensed software, augmented […]

The Pros & Cons of Overlay Portfolio Management Outsourcing

Excerpts from the 2009 MMI Technology & Operations Conference. The speaker for this session was Randy Bullard, Executive VP, Institutional Business Development, Placemark Investments. What is Overlay Management? Randy began by breaking down Overlay Portfolio Management (OPM) into two main components: Administrative/Operational Functions – Mostly accounting tasks such as simple asset class rebalancing, managing cash […]