Model Delivery is Risky Business, According to Money Managers Survey

Posted by on Oct 19, 2011 in Conference Summaries, Industry Analysis

Most investment managers believe that the risks associated with communicating model changes to sponsors are significant and have the potential to result in negative impact to their firms. This was one of the results of a survey done by Dover Research as reported by Jean Sullivan at the Financial Research Association’s 9th Annual Managed Account […]

Fee-Based Advisors Clamoring for Muni Bond Ladders

Posted by on Aug 10, 2011 in Industry Analysis

Are fee-based advisors looking to move more managed account assets into municipal bonds?  There is evidence that this is the case and that muni bonds as a percentage of managed account assets could grow over the next few years. Research from MMI/Dover shows consistent growth of fixed-income SMA objectives that corresponds to a consistent decline in […]

JPMorgan Doubles Model SMA, UMA Business in 2010

Posted by on Mar 8, 2011 in Industry Analysis

FundFire has an interesting article about the tremendous growth of JP Morgan’s managed account programs last year.  The article, written by Tom Stabile, describes some of the key features that made JPM’s programs so successful.  It also points out some new trends that are appearing in the industry. Open Architecture Is their UMA open architecture or […]

SMA Managers Lean on Step-Out Trading for Fixed Income

Posted by on Mar 9, 2010 in Industry Analysis

SMA Managers are relying heavily on step-out trades to support investments in fixed income securities, according to the results of a survey done by Financial Research Corporation (FRC). The survey, which is titled “SMA Step-Out Trading Trends in 2009”, had responses from 23 managers and most (86%) managed 20,000 accounts or less. However, the managers […]

A Conversation with Randy Bullard

Posted by on Mar 4, 2009 in Industry Analysis

Last week I had the opportunity to speak with Randy Bullard, Founder and EVP of Business Development at Placemark Investments.  I planned to ask him a series of detailed questions about his company’s tax management and optimization services. Here is the list of topics I wanted to cover: Tax Aware Transition of Pre-Existing Securities Tax […]