Incorporating Fixed Income Separate Accounts into UMAs

Host
Bill Broderick
Edward Jones

Panelists

Robert Chiolan
BlackRock

Rob Klapprodt
Vestmark

Curt Overway Natixis/Managed
Portfolio Advisors

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Delivering fixed income strategies via SMA and UMA programs presents some unique challenges.  As UMAs have grown in sophistication, however, sponsors, managers, technology providers and overlay managers have begun to solve many of these issues. 

Hear from representatives from each of these areas as they discuss the innovations that have helped expand the capabilities of leading UMA programs.

Topics discussed:

  • The current landscape of fixed income usage in UMAs
  • The benefits of including fixed income separate account strategies in UMAs
  • Issues to consider when implementing fixed income strategies in UMA programs
  • Different approaches to including fixed income strategies in UMA

Download and listen to the presentation.

Presentation

  Net Meeting - Incorporating Fixed-Income into Unified Managed Accounts (UMAs) (749.7 KiB)


Click to access the audio

  Net Meeting Audio (unknown)


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