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AuthorChambers, Larry, 1947-
TitleSeparate account management : an investment management strategy designed for the high net worth individuals / Larry Chambers, Ken Ziesenheim, Peter Trevisani
Imprint Hoboken, N.J. : Wiley, c2003
Descript ix, 277 p. : ill. ; 24 cm

CONTENT

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


Portfolio management Investments Managed accounts Separately managed accounts

LOCATIONCALL#STATUS
Sasin Library332.6 C444S 2003CHECK SHELVES

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