TITLE

Overlay Management Dissected

AUTHOR(S)
Schulaka, Carly
PUB. DATE
September 2010
SOURCE
Journal of Financial Planning;Sep/Oct2010 Practice Management, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
An interview with unified managed accounts (UMA) expert Caroline Austin is presented. When asked about her understanding on overlay management, she says that overlay management is a powerful technology that allows users to rebalance a client's portfolio. She also comments on the biggest benefit of using overlay management.
ACCESSION #
53898445

 

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