Overlay Portfolio Management In A Multi-Manager Account

Topics:
Commercial Lending
Tags:
Asset Management,
Portfolio Management,
Parametric Portfolio Associates,
Operational Planning,
Manager,
Human Resources,
Free Trade,
Financial Planning,
Finance,
Business Operations,
...
Source:
Parametric Portfolio Associates

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Overview: It has been seen that new portfolio structures are changing the rules of the investment game. Multi-Manager Separate Accounts combines the separate skills of a number of managers in a single account, providing benefits to the investor, the plan sponsor, and the manager. An effective multi-manager account requires what the investment industry is beginning to refer to as Overlay Portfolio Management. It describes the role of the overlay portfolio manager and simulates the value he may add through tax management. The value identified creates a compelling proposition for the separate account product industry, especially since significant additional non-quantified benefits also accrue. Thus, Overlay portfolio management in a multi-manager account moves the responsibility for customization away from the typical asset manager to a specialist, who acts as an agent for the sponsor, and who is a large step closer to the investor. The potential benefits of an overlay portfolio manager derive both from efficiencies in implementation and from account-specific after-tax performance.

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Format: PDF | Size: 679KB | Date: Apr 2003 | Pages: 17

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