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Overlay Strategy
(redirected from Overlay Portfolio Management)

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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.


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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.
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.
 
 
 
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