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Going Under the Hood of Models-Only Programs

Posted by on Dec 12, 2013 in Asset Management, Conference Summaries

This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Heeren Pathak, CTO, Vestmark Panelists: Nancy Camarata, VP, Managed Accounts, Neuberger Bermann Anthony DiGangi, VP, Director of Managed Accounts Operations, Fred Alger Management David Laskar, Executive Director and Portfolio Manager, […]

The Future of Advice Delivery: What Will Solutions Look Like?

The Future of Advice Delivery: What Will Solutions Look Like?

Posted by on Oct 15, 2013 in Conference Summaries

This is a summary of a session from the FRA’s 11th Annual Managed Account and UMA Summit that was held in September 2013 in NYC. Moderator: Walter Hartford, VP, Business Development, F-Squared Investments Panelists: Kathleen Shkuda, President, Zigzag Consulting Jack Sharry, EVP, LifeYield Michael Jones, Chairman and CIO, Riverfront Investment Group Unified Managed Accounts (UMA’s) […]

The Hunger for Yield

The Hunger for Yield

This is a summary of a session from the Money Management Institute’s 2013 Spring Convention. The panel was made up of three experts all from large, institutional asset management firms: Daniel Loewy, Co-Chief Investment Officer, AllianceBernstein Donald Plotsky, Head of Product Group, Western Asset Management Robert McConnaughey, Head of Equity, Columbia Management The session moderator […]

Asset Allocation: Is Modern Portfolio Theory Dead? (2/2)

Posted by on Nov 12, 2012 in Conference Summaries

This is the second part of the summary of a session from the Money Management Institute’s 2012 Fall Solution Conference. You can read part 1 here. Moderator: Michael Jones, Chairman and Chief Investment Officer, Riverfront Investment Group Panelists: Colin Moore, Chief Investment Officer, Columbia Management, $339 billion AUM Howard Present, President and Chief Executive Officer, […]

Asset Allocation: Is Modern Portfolio Theory Dead? (1/2)

Posted by on Oct 23, 2012 in Portfolio Management

This is a summary of a session of the Money Management Institute’s 2012 Fall Solution Conference. Moderator: Michael Jones, Chairman and Chief Investment Officer, Riverfront Investment Group Panelists: Colin Moore, Chief Investment Officer, Columbia Management, $339 billion AUM Howard Present, President and Chief Executive Officer, F-Squared Investments Steve Murray, Director of Asset Allocation Strategies, Russell […]

Diversify, Diversify, Diversify – 3 Ways to Help Advisory Products Succeed in Volatile Markets

Diversify, Diversify, Diversify – 3 Ways to Help Advisory Products Succeed in Volatile Markets

Posted by on Jan 13, 2012 in Conference Summaries

“How can clients improve diversification in their portfolios?” was the question Roger Paradiso posed to those attending this session at the MMI Tech and Ops Conference 2011.  Client’s portfolios aren’t performing as expected and their needs aren’t being met, he said, they are looking for solutions. The recent rise in volatility in the market, he explained, combined with the […]

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 […]

Current Challenges for UMA Sponsors

Posted by on Aug 3, 2011 in Conference Summaries

This post is a summary of a session from the MMI’s 2011 Annual Convention. The moderator for this session was Lee Chertavian, Chairman & CEO, Placemark Investments. The panelists were Marilee Ferone, Executive Director, UBS Financial Services, Roger Paradiso, President, Chief Investment Officer, Morgan Stanley Smith Barney and Russell W. Tipper, Director, Third Party Discretionary Programs, Managed Solutions Group Merrill Lynch. According to Dover […]

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 […]