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INSIGHT

The Benefits of Portfolio Optimization

By CheckFree Investment Services, Executive Briefing Series
June 23 , 2008

In the last five years, portfolio managers have seen promising advances in optimization technology. These solutions utilize tools and automated processing to assist managers in determining the optimal combination of trades for an account. This approach eliminates the need to spend extensive man hours in an effort to determine the appropriate orders.

As money managers get more comfortable with optimization technology, they will continually move toward automated processing, and away from the current environment that dominates the portfolio management process. By leveraging optimization solutions,managers could see a reduction in errors associated with trade order generation and portfolio management, while simultaneously making net results more profitable for their accounts, and ultimately, their clients.

Press Summaries

  
United Planners Offers Comprehensive Managed Account Platform via New Partnership with FundQuest
June 10, 2008
Fiserv Announces Client Extends CheckFree GIMĀ® Deployment for Portfolio Management
June 09, 2008
Large Percentage of Affluent Don't Know What They're Paying in Fees for Two Popular Investments
May 29, 2008

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Industry Events

  
IMPACT 2008
September 23-26, 2008
Georgia World Congress Center
Atlanta, GA
The 7th Annual Managed Account and UMA Summit
September 24-25, 2008
The Paris Hotel
Las Vegas, NV