Overlay strategy

(redirected from Overlay Strategies)

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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The team employs active sector rotation and disciplined risk management to portfolio construction, avoiding interest rate bets and remaining duration neutral to each strategy's stated benchmark, and will utilize option overlay strategies to attempt to generate additional income for the fund.
5% and as a result, currency overlay strategies have become increasingly important.
In his latest suite of paintings, "As I Was Conceived," 2001, this process is crystallized as a visual stutter that echoes Warhol's registration problems as much as Picabia's cheeky overlay strategies.
These new benchmark FX Indices also can be used to measure relative performance of active currency overlay strategies.
As of September 30, 2014, the firm had $370 billion in assets under management, including assets managed by dual officers of Mellon Capital Management Corporation, The Bank of New York Mellon and The Dreyfus Corporation, and $4 billion in overlay strategies.
Stutland Volatility Group (SVG) treats volatility as an asset class to protect portfolios, utilizing overlay strategies to add income to stock, ETF, and index positions, with the overarching goal of creating sound financial plans and investment strategies to grow wealth for its clients.
Increase in tactical overlay strategies and glidepath evaluations
In consultation with our customers, we've developed a suite of Adaptive Overlay strategies so market participants can gain near total control over just how their orders operate within the marketplace.
2 billion in assets under management, including assets managed by dual officers and $26 billion in overlay strategies.
Principal Global Investors will employ option overlay strategies in an effort to enhance yield in the fund, which will be hedged back to the Canadian dollar.
As of December 31 2001, the firm had $99 billion in assets under management and overlay strategies.
Analytic's expertise in option overlay strategies is thoroughly complementary with TSA's renowned capabilities in global asset allocation and tactical asset allocation.