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 ?

Mike Hodgson, Head of Risk Managed Investments & Structuring, will be responsible for managing the portfolio including the call option overlay strategy and will be supported by a team of four dedicated structured investment managers.

United Kingdom,United States : Schroders launches US Equity Income Maximiser fund

The fund aims to provide risk-adjusted total return relative to the CBOE S&P 500 BuyWrite Index (BXMSM) by utilizing an actively managed options overlay strategy on the underlying exchange traded index fund.

IRON Funds launches Equity Premium Income Fund

A paper written by Brian Roberts, senior consultant at NEPC LLC in Boston, says one of the benefits of a derivative overlay strategy specific to pension plans is interest rate hedging.

DB Glide Path Investing

com the ETFs act as an overlay strategy on the fund's total equity portfolio.

The ETF Atlantic Divide

This workflow overlay strategy produces a secure, dedicated, high-performance work environment for better results, fewer bottlenecks and greatly reduced network lag.

Applied Software Helps Rapid BIM Information Transfers

The engineering firm, Hodges and Shutt (now Shutt, Moen and Associates) recommended a new overlay strategy for the runway.

Paving solution meets desert challenge

First Trust Active Dividend Income Fund (the "Fund") (NYSE: FAV) announced that its Board of Trustees has approved certain modifications to the Fund's current investment strategy including the utilization of an option overlay strategy ("Option Strategy") alongside a buy and hold equity dividend value strategy.

First Trust Active Dividend Income Fund Announces Modified Investment Strategy and Addition of Option Overlay Strategy

Its investment adviser, First Trust will be in charge of implementing the fund's option overlay strategy, supervising its sub-adviser and sub-sub-adviser, managing its business affairs and providing certain clerical, bookkeeping and other administrative services.

First Trust Dynamic Europe Equity Income Fund raises gross proceeds of USD330m in IPO and new ticker symbol FDEU

In order to more fully hedge and build out LDI from there, there are two doors open: (1) include more long duration bonds as a percent of the total asset pool, or (2) add an overlay strategy using derivatives.

Words From the Wise

s ("DIMA") global tactical asset allocation overlay strategy ("iGAP").

DWS RREEF World Real Estate & Tactical Strategies Fund, Inc. (NYSE: DRP) (the "Fund") Announces Changes

Its Web site will allow an advisor to import a portfolio, input parameters and information about the desired portfolio enhancement and have an options overlay strategy automatically generated and executed against the portfolio.

TD AMERITRADE Institutional Outlines Programs; Product Enhancements to Help Independent Advisors Gain a Competitive Edge in 2010

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.

UBS Wealth Management Research Publishes New Report: Retirement Planning Now - "Risk: How Much is Enough?"