Additional Press Releases 

Dec. 7, 2006

Placemark’s Managed Assets Exceed $4 Billion, Double April’s Total Amid Rapid Growth in UMA Programs
Placemark Investments, the investment industry’s largest independent provider of active overlay portfolio management services, is pleased to announce that its assets under management increased to over $4 billion at the end of November.

 

 Sept. 7, 2006

Placemark's Managed Asset Total Tops $3 Billion

Placemark Investments is pleased to announce that its assets under management rose to over $3 billion at the end of August as the overlay manager raises new venture capital funding for expansion.

 May 17, 2006

Placemark’s Asset Growth Accelerates as Overlay Manager Gains New Clients

Placemark Investments, the investment industry’s leading overlay manager, is pleased to announce that assets under management rose more than 250% in the past year to over $2 billion at the end of April 2006.

 April 10, 2006

Smith Barney Consulting Group Appoints Placemark Investments as Overlay Manager for New SELECT Portfolios Program

Placemark Investments is pleased to announce that Smith Barney Consulting Group has appointed the firm as the active overlay manager for its new SELECT Portfolios.

 Mar. 27, 2006

Homrich & Berg Launches Multi-Manager Separate Account Strategy With Placemark Investments as Overlay Manager

Homrich & Berg, one of the largest independent registered investment advisers in the U.S., and Placemark Investments, the investment industry’s leading overlay manager, are pleased to announce the launch of a multi-manager separate account strategy.

 Jan. 23, 2006

Placemark Investments Develops New Overlay Management Capabilities for International Banking Market

Placemark Investments is pleased to announce the development of new capabilities to support the growing demand in international markets for best-of-breed, multi-manager investment solutions.

 Sept. 21, 2005    

Placemark Investments Launches New Enhanced Version of its Turnkey Unified Managed Account Program – Placemark Select

Allows High Net Worth Client Advisors to Offer Full-Featured
Unified Managed Accounts

 Aug. 1, 2005

Over 100 Investment Managers Now Participating in Placemark Investments’ Overlay Management Process

Provides Sponsors with More Than 140 Different Investment Strategies
To Construct Unified Managed Account Programs for Advisors and Clients.

 July 5,  2005   

BMO Nesbitt Burns Selects Placemark Investments to Create and Manage First International Unified Managed Account Program

Multicurrency and Multilingual Support Offers Canadian Clients Single Portfolio With Multiple Investment Products, Integrated Reporting and Lower Minimums