Top Portfolio Products: RS Investments Launches 2 Alt Funds

Zions provides wealth management services under the local names of eight subsidiary banking institutions.

6) City of London Investment Management Launches ESG Initiative

City of London Investment Management (CLIM) has announced a program using Sustainalytics environmental, social and governance (ESG) awareness in emerging market investment trusts and closed-end funds.

CLIM's intention is to encourage closed-end fund investment managers to be more explicit about how ESG considerations are integrated into their investment processes, thereby participating in the expected superior returns emanating from the performance of these securities as ESG factors become more material to total returns. At the beginning of March, CLIM will begin presentations with investment consultants and clients to update them on this initiative.

7) FinaMetrica, MacroRisk Analytics Collaborate

Risk tolerance assessment tool provider FinaMetrica has announced a collaboration with MacroRisk Analytics that will allow advisors to directly link a client's risk tolerance score, as measured by FinaMetrica, to MacroRisk's portfolio allocation testing capabilities.

The newly combined solution will be available to FinaMetrica's and MacroRisk's clients starting June 30.

8) RCM Alternatives, Attain Capital Management to Join Forces

RCM Alternatives has announced that it has entered into an agreement to join forces with Attain Capital Management, acquiring its fund offerings, education, research and database assets while bringing its principals and employees under the RCM umbrella.  RCM will also acquire Attain Portfolio Advisors, LLC, a registered commodity pool operator and manager of a family of privately offered, commodity-based alternative investment funds through www.AttainFunds.com.

Both Chicago-based companies specialize in pairing high-net-worth individuals, investment advisors and institutional investors with commodity-focused managed futures investments through separately managed accounts and private funds.

9) W&S Financial Group Distributors Launches VA Rider

W&S Financial Group Distributors, Inc., the wholesale distributor of annuities and life insurance from member companies of Western & Southern Financial Group, has announced the launch of a variable annuity living benefit rider, Guaranteed Lifetime Income Advantage (GLIA) Plus.

GLIA Plus is an optional guaranteed lifetime withdrawal benefit (GLWB) offered with AnnuiChoice and Pinnacle VAs issued by Integrity Life Insurance Company and National Integrity Insurance Company. It is available at issue for an added annual charge.

10) E-Valuator Introduces Investment Management Software

The E-Valuator, LLC has introduced Web-based investment management software designed to mitigate fiduciary liability through customizing tolerance settings specific to each investor's demands and expectations.

The tool, which can be customized for a wide array of clients, allows advisors to structure and manage an investment portfolio built upon each investor's unique preferences as they relate to risk management characteristics, lagging performance duration, timeframe priorities, and more.

Read the March 1 Portfolio Products Roundup at ThinkAdvisor.