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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.
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The risk overlay strategy, provided in the third bucket, offers some probability that investors will be able to at least partially realize their wishes (such as travel or a second home), while at the same time helping to narrow the retirement gap.
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In addition, the fund will employ a global tactical asset allocation overlay strategy to seek to generate additional return.
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The service provides an active tax overlay strategy that is designed to give investors improved absolute returns through potential tax savings.
Thrivent Financial's Landmark Group Launches Tax Overlay Program for ... by Business Wire
 
 
 
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