Placemark Investments Inc.

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placemark investments inc. - All News and Analysis

• D.A. Davidson Launches Unified Managed Account Program with Placemark Investments as Overlay Manager

  - 2007-07-17

  New Program to Headline D.A. Davidson's Fee-Based Platform GREAT FALLS, Mont. -- D.A. Davidson & Co., the largest full-service investment firm based in the Pacific Northwest, and Placemark Investments, Inc., the largest independent provider of active overlay portfolio management services, are pleased to announce the launch of a custom...

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• Smith Barney Consulting Group Appoints Placemark Investments as Overlay Manager for New SELECT Portfolios Program; Portfolios Integrate Unaffiliated Managers Chosen by Consulting Group; Offers Sophisticated Tax Management Features

  - 2006-04-10

  DALLAS and WELLESLEY, Mass. -- Placemark Investments, the leading overlay manager to financial services companies, is pleased to announce that Smith Barney Consulting Group CG, the managed account unit of Citigroup Global Markets Inc. (NYSE: C), has appointed the firm as the active overlay manager for its new SELECT Portfolios,...

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• Homrich & Berg Launches Multi-Manager Separate Account Strategy With Placemark Investments as Overlay Manager; Leading Independent Advisory Firm Now Offering High Net Worth Clients New Investment Program to Sustain Family Wealth

  - 2006-03-27

  ATLANTA & DALLAS -- Homrich & Berg, one of the largest independent registered investment advisers in the US, and Placemark Investments, the investment industry's leading overlay manager, are pleased to announce the launch of a multi-manager separate account strategy created to serve the needs of Homrich & Berg's high-net-worth clients,...

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• Placemark Investments Develops New Overlay Management Capabilities for International Banking Market

  - 2006-01-23

  DALLAS and WELLESLEY, Mass. -- Placemark Investments, the leading overlay manager to financial services institutions in the United States and Canada, is pleased to announce the development of new capabilities to support the growing demand in international markets for best-of-breed, multi-manager investment solutions. Placemark, which provides overlay management services...

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• Placemark Investments Names Richard Blasing Executive Vice President, Technology and Operations; Financial Technology and Management Veteran to Direct Major Expansion of Placemark's IT Infrastructure to Accommodate Rapid Growth

  - 2005-09-27

  DALLAS & WELLESLEY, Mass. -- Placemark Investments, the leading overlay manager to financial services companies offering Unified Managed Account UMA programs, today announced it has named Richard Blasing as the company's new Executive Vice President, Technology and Operations. Blasing will oversee an extensive expansion of Placemark's technology infrastructure and staff...

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• Placemark Investments Launches New Enhanced Version of its Turnkey Unified Managed Account Program - Placemark Select

  - 2005-09-21

  DALLAS/WELLESLEY, Mass. -- Allows High Net Worth Client Advisors to Offer Full-Feature Unified Managed Accounts Placemark Investments, the leading overlay manager to financial services companies offering Unified Managed Account UMA programs, today announced a major new release of its turnkey program, Placemark SelectR Select, which allows any qualified financial...

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• Over 100 Investment Managers Now Participating in Placemark Investments' Overlay Management Process

  - 2005-08-01

  DALLAS/WELLESLEY, Mass. -- Provides Sponsors with More Than 140 Different Investment Strategies To Construct Unified Managed Account Programs for Advisors and Clients Placemark Investments today announced that over 100 investment managers are now participating in Unified Managed Account UMA programs via Placemark's overlay management process. Placemark, the leading overlay...

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• BMO Nesbitt Burns Selects Placemark Investments to Create and Manage First International Unified Managed Account Program

  - 2005-07-05

  DALLAS & WELLESLEY, Mass. -- Multicurrency and Multilingual Support Offers Canadian Clients Single Portfolio With Multiple Investment Products, Integrated Reporting and Lower Minimums

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• Placemark Investments Closes New Round of Funding to Accelerate Growth, Expand Market Share in Managed Accounts Industry

  - 2005-05-04

  DALLAS -- RBC Technology Ventures, Ascent Venture Partners and North Hill Ventures Lead Latest Round for Pioneering Overlay Portfolio Management Firm Placemark Investments, the leading overlay manager to financial services companies offering unified managed accounts UMAs, today announced it has secured a new round of venture capital led by...

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• Janney Montgomery Scott LLC Announces New Unified Managed Account Program with Placemark Investments as Overlay Manager

  - 2005-04-19

  DALLAS -- New Wealth Management Service Offering Features Single, Diversified Portfolios Composed of Separate Accounts, Mutual Funds and ETFs with Lower Minimums Placemark Investments, the leading overlay manager to financial services companies offering unified managed accounts UMAs, today announced that Janney Montgomery Scott LLC ("Janney") has launched a new...

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