Overlay strategy

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Overlay strategy

A strategy of using futures for asset allocation by pension sponsors to avoid disrupting the activities of money managers.

Overlay Strategy

The practice in which a money manager keeps track of all of an investor's accounts and the securities contained in them in order to prevent duplication, overexposure, or other unnecessary risks. An overlay strategy is believed to be more efficient when one has multiple brokerage accounts and helps one accomplish his/her overall investment goals, not just the ones of a particular account.
References in periodicals archive ?
To that end, it has developed a desktop-accessible Overlay Portfolio Management console that helps wealth managers efficiently build customized client portfolios that consider both proprietary and open-architecture investment solutions.
Smartleaf, a leading provider of overlay portfolio management solutions since 1999, today announced the launch of a new white paper series.
has provided managed account programs, overlay portfolio management, mutual funds, institutional asset management and investment consulting to registered investment advisors, independent advisors, broker-dealers, banks and trust organizations.
Measured by total assets, more than half of all multiple strategy portfolios are administered on CheckFree APL, making CheckFree Investment Services a leader in the rapidly growing areas of overlay portfolio management and MSPs.
a leading provider of overlay portfolio management solutions to banks and financial services companies, announced that U.
a provider of an advanced overlay portfolio management solution to banks and other wealth managers, announced it has named Robert Sandrew as its new Director of Business Development.
Measured by total assets, more than half of all multiple strategy portfolios (MSPs) are administered on CheckFree APL, making CheckFree Investment Services a leader in the rapidly growing areas of overlay portfolio management and MSPs.
a top provider of overlay portfolio management (OPM) solutions to banks and other wealth managers, announced it has surpassed $35 billion in assets, one quarter after it exceeded $25 billion.
Placemark combines the experience of its financial advisors with an overlay portfolio management (OPM) solution that coordinates trading activity and optimizes returns across a client's entire portfolio.
DALLAS, July 29 /PRNewswire/ -- Placemark Investments, a leading provider of overlay portfolio management (OPM) services to the managed accounts industry, has introduced a new "Rep as Manager" feature that allows financial advisors (reps) to directly manage a portion of the clients assets invested in a single unified managed account (UMA).
DALLAS, July 12 /PRNewswire/ -- Placemark Investments announced it has added a new round of growth capital from Ascent Venture Partners and North Hill Ventures, further strengthening its position as a leading provider of overlay portfolio management (OPM) services for separately managed accounts.
a top provider of overlay portfolio management solutions to banks and financial services companies, announced today it has passed $25 billion in assets being managed through its system.