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 ?

Accordingly, the company has named executive director, Meghan Ramirez, who joins from Merrill Lynch after spending eight years on overlay portfolio management; and director Edward Reneri, an experienced trade and order manager.

Oppenheimer Asset Management strengthens financial advisors' technology and operations platforms

As much due diligence as is reasonably possible should be performed at inception, and regularly thereafter by the overlay portfolio management firm and advisor, simply to ensure cohesion with the investment plan and expectations for future performance.

Overseeing investment managers: 10 lessons from the financial crisis

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