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Final Intern Presentation. Cynitresse S. Carter Investment Advisory Business Support August 3, 2011. Agenda. Program List Investments/Model Change Communication Plan Performance Reports: SMA Model/Composite. Key Terms. Project 1: Program List Investments/Model Change Communication Plan.

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Final Intern Presentation

Cynitresse S. Carter

Investment Advisory Business Support

August 3, 2011


Agenda

  • Program List Investments/Model Change Communication Plan

  • Performance Reports: SMA Model/Composite


Key Terms


Project 1: Program List Investments/Model Change Communication Plan


Program List Additions, Changes, and Removals

Initial Communication and Trade Impact

Fund/SMA Removal Planning

Fund/SMA Addition Planning

Research Model Change Planning

Final Communication, Testing, Publishing & Production


Stakeholders


Results

  • Order of steps in the timeline

  • Communication Plan to inform stakeholders

  • Consolidated Communication Plan and Timeline


Project 2:SMA Performance Reports


Overview

Issue

  • No performance tracking for SMAs

    Assignment

  • Develop reports to track performance for 61 SMA strategies on the Program List

  • Develop report to compare SMA strategy received by Edward Jones against performance reported by SMA Manager to the industry


Process

Vestmark

Stakeholders

  • Investment Advisory Business Support

  • Mutual Fund Research

  • Investment Advisory Advice


Composite of SMA Client Accounts


SMA Master Model


Results

  • Investment Advice has a tool for analysis and identification of outliers

  • Investment Advice can compare composite performance against the SMA Master model

  • Mutual Fund Research has a tool to compare the SMA performance received by Edward Jones against the performance reported to the industry by the SMA Manager


Conclusion

  • Experience

  • Benefit

  • What I Gained


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