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Not All Overlay Managers Are Created Equal

By Barrett Ayers, President

Thought Leadership Hero 4 7 20

As the Unified Managed Account continues to display an impressive growth trajectory on its march to relevancy, both sponsors and money managers are starting to focus on what had seemed to be subtle differences between overlay management approaches. This paper attempts to highlight some of those nuances so that money managers may ask the tough questions that directly impact the factors that matter the most to them.

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By Barrett Ayers, President

For financial professional use only.


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C24-20942 | 02/2024 | EXP 2-28-2026