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Investment Advisor April 2006 Kathleen M. McBride	Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc.
Investment Advisor April 2008 McBride & Iyer-Ahrestani	At the Summit The Thornburg Value Equity team efficiently and effectively delivers targeted, institutional-quality money management to high-net-worth individuals.
Investment Advisor April 2009 Michael S. Fischer	Opportunists The 2009 Separately Managed Account Awards honor seven managers in six categories.
Investment Advisor April 1, 2011 John Sullivan	A Class Apart: The 2011 SMA Managers of the Year Extraordinary due diligence and a history of success set 2011's best SMA managers of the year apart from the crowd
Investment Advisor April 2010 Savita Iyer-Ahrestani	Clear Thinkers The 2010 SMA Managers of the Year display clarity in their alpha theses, consistently adding disciplined value on a risk-adjusted basis.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
Financial Advisor December 2005 Sydney LeBlanc	SMAs Make Taxes, Well ... Not So Taxing Here are some strategies for financial advisors to help keep clients' dollars out of harm's way at tax time.
Financial Advisor February 2005 Sydney LeBlanc	The "Black Cat" Of Separately Managed Accounts Education can prevent or eliminate myths surrounding managed accounts and help clients take advantage of the benefits they afford.
Financial Planning November 1, 2005 Al Zdenek	Stalking the Right SMA Manager For financial advisers, conducting due diligence on managed account managers, the process is more akin to researching hedge funds than mutual funds.
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
Investment Advisor April 1, 2009 James J. Green	How We Chose the Winners This is the fifth year that Investment Advisor and Prima Capital have selected the best separate accounts
Financial Advisor January 2006 Sydney LeBlanc	Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit.
Investment Advisor November 2006 Kathleen M. McBride	Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans.
Investment Advisor June 2007 Kathleen M. McBride	First Among Equals Tucker Scott leverages a worldwide team of researchers to pick stocks for the value-focused Ivy International Balanced Fund.
On Wall Street September 1, 2008 Neil OHara	SMAs: Overhyped or Underused? Separately managed accounts are often touted for their tax advantages. But some investors don't maximize that potential.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Entrepreneur September 2004 Dian Vujovich	Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.
Financial Advisor October 2004 Marla Brill	Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time.
Financial Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
Investment Advisor July 2007 Palash R. Ghosh	Travel The World, While Staying Home Global equity funds differ from international stock funds in that they have the latitude to invest in U.S. stocks as well as foreign companies.
Financial Advisor June 2004 Sydney LeBlanc	SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business.
Registered Rep. November 1, 2005 Kevin Burke	Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments.
Investment Advisor February 2007 Callahan & Howard	Investing With Style A style-based system of portfolio management eliminates system inefficiencies, allowing advisers and managers to devote more time to what really matters to investors.
Wall Street & Technology February 27, 2005 Ivy Schmerken	Custom-Built With demand for personalized advice growing, financial-services firms are overhauling their technology to mass-produce separately managed accounts (SMAs) with a high degree of customization.
The Motley Fool April 9, 2007 Amanda B. Kish	Are "Excellent" Funds Foolish? This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. First up: large-cap equity funds... All-cap is all right...
Financial Advisor October 2004 Sydney LeBlanc	Your SMA Business Primer Start here to learn how to open separately managed accounts (SMAs) for your clients.
Financial Advisor March 2008 Sydney LeBlanc	Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night.
Financial Planning April 1, 2007 Len Reinhart	The Bigger Picture Will overlay management become the new business model for separately managed accounts?
On Wall Street January 1, 2009 J Gibson Watson	International Investing Offers Opportunities An SEC rule in October opened the floodgates for American Depository Receipts -- what does that mean for you and your clients?
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
Registered Rep. January 1, 2003 Pam Black	A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly.
Financial Planning July 1, 2011 Allan S. Roth	The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time.
Investment Advisor February 2007	In the Running Runners-up in this month's Mutual Fund Spotlight: AllianceBernstein International Growth A... DFA Invest Grp. International Value... etc.
Registered Rep. October 1, 2005 Kevin Burke	The SMA Migraine Separate accounts have been the "it" product for the financial advisory business for several years. So, why have money managers cooled to this seemingly irresistible financial confection?
The Motley Fool May 31, 2007 Amanda B. Kish	The Best Closed Mutual Funds: Part 3 These international funds still shine, even after closing their doors: Julius Baer International Equity... William Blair International Growth... Boston Company International Equity... etc.
The Motley Fool March 23, 2009 Chris Jones	Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes.
Financial Advisor July 2006 Sydney LeBlanc	Derivative Use In SMA Portfolios Advisors searching for unique and suitable strategies for SMA clients may find that using derivatives to implement risk management in their portfolios is another way of adding real value as well as portfolio protection in uncertain market environments.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Advisor March 2005 Craig L. Israelsen	Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving.
Financial Planning June 1, 2007 Steve Savage	Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients.
Financial Advisor August 2009 Craig L. Israelsen	A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.
Financial Planning October 1, 2011 Ann Marsh	What Cachet? The sales pitch for separately managed accounts often goes something like this: "So you want to invest with the big boys but you've only got $100,000 to $200,000?"
Registered Rep. April 1, 2005 John Churchill	Aiming Downmarket Thanks to technological advances and the introduction of multimanager products (so-called multidiscipline accounts, or MDAs), advisors can now put clients into managed accounts with as little as $25,000.
Financial Planning April 1, 2005 Scholl & Baldt	Municipal Mindset Beating the municipal bond market requires the skills of a sleuth. Does your manager have what it takes?
Financial Planning October 1, 2008 Paul Oliu	Client Rules Apply Separately managed accounts (SMAs) have never lived up to their promise of offering clients true flexibility.
Financial Advisor March 2006 Jeff Schlegel	Waiting For Life In Large Caps History and valuations offer compelling reasons to expect a resurrection in large-cap stocks, say fund managers and financial strategists.
Financial Advisor August 2004 Sydney LeBlanc	Independent Broker-Dealers Improving SMA Programs Historically, independent advisors have been forced to sit on the sidelines while wirehouses led the way in products and technology for separately managed accounts. Increasingly, things seem to be changing.
The Motley Fool December 15, 2006 Dan Caplinger	The Lure of Private Equity -- Part 2 As one can infer from the increasing trend toward private equity investments, the use of private equity provides advantages over other methods of raising corporate capital.
Financial Planning May 1, 2005 Ilana Polyak	Fund Manager Profile: Uncommon Value Thornburg's William Fries stays ahead of the pack by keeping his mandate flexible.