Separate account definitions -- The state of the separate accounts industry -- participants in the separate account market -- The investment management consulting process -- Start with financial planning -- Asset allocation -- Understanding the different styles and types of managers -- Building a core process of writing an investment policy statement -- Selecting separate account managers -- The control account -- What does a separate account cost? -- Tax management in the separate account -- Converting existing clients -- Prospecting for high net worth investors -- Compliance -- Leveraging your operations -- Understanding the employee retirement income security act (ERISA) and separate accounts

1. Portfolio management
2. Investments
3. Managed accounts Separately managed accounts