Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:The Outsiders Not Rated 4.0 Email Routing List Email & Route  Print Print
Tuesday, March 27, 2007

The Outsiders

Reported by Erin Kello

How many fund groups can boast they have Morningstar as a sub-advisor? Exactly one, Transamerica IDEX, winner of the Lipper award for best mixed income asset family. They competed against 23 other funds to win this award.

"This is a terrific honor for us and a resounding confirmation of the values behind these six funds and the rest of our fund family," John K. Carter, TA IDEX president and CEO told MutualFundWire

TA has a total of 18 funds with $18 billion in assets. The asset allocation funds are funds of funds whose mangers are carefully selected by TA to maximize returns.

The TA asset allocation process stems from what Richard Cardall, senior vice president of mutual funds for TA Capital, calls the "three realities: investment managers matter, asset allocation matters, and most mutual funds are not style-pure".

"Our process takes into account these three realities", Cardall told MutualFundWire

There are four steps TA developed to deal with the three realities; designing portfolios with targets across multiple asset classes, styles, and countries; hiring managers who specialize in diversified investments; using holdings-based analysis to deal with the lack of style purity; andperforming continuous balancing, which directs assets into underweighted categories.

The TA IDEX family of funds includes four asset allocation portfolios with strategic allocation, fund selection and portfolio construction by Morningstar Associates, LLC, the TA IDEX asset allocation growth portfolio, TA IDEX asset allocation moderate growth portfolio, TA IDEX asset allocation moderate portfolio, and the TA IDEX asset allocation conservative portfolio.

TA also has a secret weapon for asset allocation: Gary Rolle, the chief investment officer and president who has been with the company since 1967. He is billed as an investment savant and the engine that drives asset allocation.

So what's next for TA after the big win. We'll know April 1st, when they are set to announce their addition to the platform of a major wirehouse. Stay tuned! 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

4.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use