Think Advisor

SMA Manager of the Year Andy Bischel on Market Dysfunction and Fundamentals

SKBA Capital's ValuePlus strategy, one of two winners in the 2017 SMA Managers of the Year in the U.S. equity large-cap category, uses relative dividend yield to build a portfolio of high-quality ...
Think Advisor

SMA Manager of the Year Brendan Clark on Diversifying Your Methodology

Clark Capital, winner of the 2017 SMA Manager of the Year awards in the strategist category, believes in three things: diversification, an opportunistic approach and a hyper focus on risk management. ...

Zephyr's PSN Launches "Inside SMAs" Podcast, Discussing Trends and Delivering Insights in Separately Managed Accounts (SMAs)

Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software, has launched Inside SMAs podcast. The monthly program is sponsored by Zephyr's PSN, the ...
Business Wire

Pathfinder SMA, Unique Asset Management Platform, Features Tactical and Hedged Strategies

MILL VALLEY, Calif.--(BUSINESS WIRE)--Bhatt Innovation Capital LLC, a San Francisco Bay Area-based registered investment advisor, has announced the launch of PATHFINDER SMA, an asset management ...