Products September 30, 2010

Windham Capital Launches “Tactical Portfolio”

Windham Capital Management revealed the “Windham Tactical Portfolio,” an active asset allocation strategy that uses proprietary risk measures to control exposures throughout market cycles.
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Portfolio managers will be able to adjust the investment mix of their portfolios to grow principal in times of low risk and to preserve principal in times of high risk.   

The Windham Tactical Portfolio will be made available to high-net-worth individuals, financial advisers, small institutions, and family offices. “In the wake of the near collapse of the world financial system, many individual investors and smaller institutions are searching for investment strategies that tactically shift exposures when market conditions change,” said Mark Kritzman, Windham’s Founder and CEO.  “The Windham Tactical Portfolio incorporates the same proprietary risk measures that, prior to 2008, were only used to manage tactical strategies for our large institutional clients.”    

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The Windham Tactical Portfolio can be combined with any of the Windham Core Portfolios to meet an individual’s specific investment goals.  The Core Portfolios are designed for a range of risk preferences, from conservative to aggressive.

Products September 30, 2010

RPAG Adds Tool to Measure Plan Diversification

Retirement Plan Advisory Group (RPAG), a national independent retirement plan practice management, firm has enhanced its proprietary Scorecard System with the addition of Overlap, a holdings-based fiduciary analysis tool to measure plan-level diversification.
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The Web-based tool allows RPAG advisers to identify overlap among mutual fund holdings and other diversification issues among investment options, particularly when funds in different style categories have more similarities than desired. The tool complements returns-based style analysis (RBSA), a major component of RPAG’s Scorecard System.

“Advisers now have the capability to go deeper in their due diligence process by examining actual holdings-level duplication, which can be high, especially with funds in the same fund family,” says Jeff Elvander, Chief Investment Officer of Retirement Plan Advisory Group.  “This is certainly an area where plan fiduciaries can now minimize, and better control, holdings-specific risk.”

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RPAG is subsidiary of National Financial Partners and has 295 member firms in 45 states, serving 18,000 sponsors with $60 billion in assets under advisement. Practice management areas include investment due diligence, RFPs and fee benchmarkings, fiduciary compliance, employee education, intensive training, national branding, sales and marketing resources, and business consulting.

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