TITLE

It's a Wrap…

PUB. DATE
July 2001
SOURCE
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Reports on the findings of a survey commissioned by Phoenix Investment Partners company on the popularity of managed accounts and mutual wrap accounts in the United States. Reasons for the popularity of managed accounts and mutual wrap accounts.
ACCESSION #
4806244

 

Related Articles

  • Phoenix Recruits Four. Randall, Danielle // Investment Management Weekly;8/26/2002, Vol. 15 Issue 33, p5 

    Announces the appointment of fund managers Venita Olsen, Martha Spano, Ingrid van Weenen and Newlin Rankin at Phoenix Investment Partners.

  • NEWS BRIEFS.  // Pensions & Investments;11/26/2001, Vol. 29 Issue 24, p38 

    Reports several issues related to business in the United States. Plan of Phoenix Investment Partners Ltd. to acquire majority interest in Kayne Anderson Rudnick Investment Management; Progress on US endowments and foundations; Launch of the Evergreen Alternative Investment Group by the Evergreen...

  • Phoenix Sovereign CBO Completed. Colomer, Nora // Private Placement Letter;09/11/2000, Vol. 18 Issue 36, p7 

    Reports that Phoenix Investments Partners Ltd. has completed a cash flow emerging markets collateralized bond obligation (CBO) in September 2000. Information on the CBO, dubbed Phoenix Global Sovereign CBO; Rate of the bonds.

  • Phoenix CBO Re-Tooled After Attacks. EH // Private Placement Letter;10/22/2001, Vol. 19 Issue 40, p2 

    Focuses on Phoenix Investment Partners' preparation to re-launch its multimillion private placement deal. Impact of the September 11 terrorist attacks in the U.S.; Percentage of the initial proposed collateral pool; Reconfiguration of the asset pool.

  • Phoenix Investment Launches New Unit. Willcox, Kathleen // Investment Management Weekly;09/18/2000, Vol. 13 Issue 36, p4 

    Reports the creation of a separate marketing, sales and client service organization of Phoenix Investment Partners to penetrate markets for its affiliate money managers.

  • Phoenix Adds Two Veeps to Boost Marketing Efforts. Collings, Richard // Investment Management Weekly;12/18/2000, Vol. 13 Issue 48, p3 

    Reports on the addition of two senior-level positions to the created institutional markets group by the Phoenix Investment Partners as of December 18, 2000.

  • Phoenix Partners Spreads Its Wings. Rasmussen, Eric // Investment Management Weekly;05/22/2000, Vol. 13 Issue 21, p5 

    Details the decision of Phoenix Investment Partners to add several marketing partners in its retail area.

  • Retired benefit from wrap funds.  // Finance Week;2/8/2002, p50 

    Recommends investment in wrap funds in South Africa. Satisfactory market performance of post-retirement wrap funds during 2001; Risk-management features; Leading investment company offering wrap funds.

  • Making the switch. Stevens, Ben // Money Marketing;4/28/2011, p28 

    The article presents the author's view on how wraps can provide benefits for independent financial advisers.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics