Private banks, with their trust company platforms, offer special challenges for portfolio managers. Rules associated with the fiduciary requirements of trust companies can define the tools available to investment managers while common traits among bank clients can shape portfolio goals.

Prudent use of exchange-listed options and their over-the-counter clones creates new opportunities for managing risks and meeting client objectives.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access