The portion of the wrap fee
that's paid to the portfolio manager
The proposed Notice and Access fees, which include charges for wrap fee
accounts result in an average increase of 0.
The Firm maintains its own proprietary Wrap Fee
Program (PPWM) with a current roster of 42 institutional quality, separately managed account (SMA) firms representing more than 50 investment styles.
Class Z shares are only available to participants in wrap fee
programs and group retirement plans, and to various institutional investors who invest at least $10 million.
The STA and SSA are calling for the SEC to issue an interpretive release with guidance, clarifying that broker-dealers and their agents are prohibited from charging issuers for proxy processing, suppression, voting, and other fees for wrap fee
accounts and separately managed accounts, at the beneficial owner level.
The M shares were designed for asset allocation, wrap fee
and other similar fee-based advisory programs sponsored by financial intermediaries, such as brokerage firms, investment advisers, financial planners and third-party administrators.
Causeway Capital Management LLC provides investment management services to institutional clients including corporations, pension plans, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds, charities, private trusts and funds, wrap fee
programs and other institutions.
Z shares are only available to participants in wrap fee
programs and retirement plans, and to various institutional investors who invest at least $10 million.
Established in 2001, Los Angeles-based Causeway Capital Management LLC provides investment management services to corporations, pension plans, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds, charities, private trusts, wrap fee
programs, and other institutions.
Ranking includes only those retail SMA assets that were acquired from Citigroup Asset Management in December 2005, which include retail wrap fee
programs, private bank and retail third party SMA assets.
There he was responsible for trading and managing various investment products, including mutual funds, institutional funds (including public, Taft-Hartley and private pension funds and retail wrap fee
assets) totaling $5 billion.
Investors can take advantage of Clear AM's investment strategies by investing in one or more of the firm's seven stock market portfolios for a sliding scale wrap fee
based on asset size or by purchasing its equity research recommendations by subscribing to its newsletters, thereby gaining access to email trade alerts, model portfolios, research notes and weekly portfolio reviews.