Overlay Management Dissected

Schulaka, Carly
September 2010
Journal of Financial Planning;Sep/Oct2010 Practice Management, p10
Academic Journal
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.


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