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Developing Scale for Managed Accounts: Are Overlay Management Providers Sitting in the Catbird Seat?Product Type: Market Research ReportPublished by: TowerGroup Published: April 2003 Product Code: R301-751 Description With the continued growth of managed accounts, financial services institutions face increasing operational challenges. In order to deliver on the promise of tax efficiency, they must manage taxable events across accounts.Table of Contents VisionBusiness Drivers Implications Introduction Key Drivers Challenges Evolution of Marketplace and Players VENDORS Advisor Platforms Overlay Management Services Technology Vendors Conclusion |
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