The new offering gives Callan Family Office and clients greater control over the complex tax implications faced in UHNW portfolio management. PHILADELPHIA, PA / ACCESSWIRE / November 7, 2024 / Callan ...
Callan Family Office, a $6.5 billion registered investment advisor founded in 2022 by former Abbot Downing executives, has launched a tax overlay management program to maximize the after-tax returns ...
CalPERS staff proposed starting a $100 million internally managed active currency overlay program. Staff has discussed creating such a program for two years but is finally seeking approval from the ...
Chicago Park Employees' Annuity & Benefit Fund is searching for a cash overlay program manager to oversee up to $18 million. The $350 million pension fund is seeking a firm to "directly manage assets ...
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