Deals & People January 6, 2010

EnnisKnupp Promotes Three Consultants to Associate Slots

Chicago-based consultant EnnisKnupp has announced three promotions for representatives working with defined contribution, private equity, and investment policy services clients.
Reported by

A news release said the newly named firm associates include:

  • Scott McLerran, defined contribution;
  • Rob Parkinson, private equity;
  • Shane Schurter, investment policy services.

The company has 142 employees serving 163 clients with assets of over $1 trillion from offices in Chicago, Toronto, and Mumbai.

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Products January 6, 2010

CUSO Launches ActivePassive Portfolios

CUSO Financial Services (CFS), a full-service, broker/dealer and registered investment adviser, has launched the ActivePassive Portfolios on the CUSO Asset Management (CAM) platform.
Reported by

A news release said advisers using the platform can select from 14 portfolio categories to meet a range of investor risk profiles and serve different investor tax situations. CFS is a provider of investment and insurance solutions to credit unions.

“Credit union members and their financial advisers face a confusing barrage of comparisons between the lower cost of passive management (index-based mutual-funds and ETFs) versus the performance of actively managed funds,” said Steve Hollenbeck, senior vice president, marketing, CFS, in the release.

In addition to the ActivePassive Portfolios, the CFS platform offers mutual fund models, unified managed accounts, ETFs, separate account managers, and adviser-directed managed accounts, the company said.

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