Practical Planning Considerations Checklist
While many fixed-income investors recognize the benefits of investing in separate accounts for their organization, some have still shied away from allocating capital into separate accounts. Why? Many investors strongly support the concept of separate accounts, yet they lack sufficient confidence in a plan for the operational changes they would need to make. There’s also the perception that a separate-account strategy would create an unnecessary administrative burden, introduce downstream accounting challenges, and require a more “hands on” approach to investing.