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Moving Into Separate Accounts - Practical Planning Considerations

Sponsored By Clearwater Analytics LLC


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While many fixed-income investors recognize the benefits of investing in separate accounts for their organization, some have still shied away from allocating capital into separate accounts. Many investors strongly support the concept of separate accounts, yet they lack sufficient confidence in a plan for the operational changes they would need to make. There's also the perception that a separate-account strategy would create an unnecessary administrative burden, introduce downstream accounting challenges, and require a more "hands on" approach to investing.

This step-by-step checklist and planning guide will help institutional investors feel comfortable moving into separately managed accounts by ensuring they are prepared to make the move.
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Released: February 22, 2013
Length: 2 pages
Format: PDF (380 kb)
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