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Financial Planning > Behavioral Finance

S&P Adds SMA Evaluator Program

By Staff Writer

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NU Online News Service, April 20, 2004, 12:41 p.m. EDT – Standard & Poor’s, New York, is marketing a system that can help financial advisors analyze and compare separately managed accounts. [@@]

Prima Capital Holding Inc., Denver, developed the new Separately Managed Account Evaluator system, which contains information about more than 500 U.S. SMA products.

S&P is making the Evaluator program available as a module in its AdvisorInsight software series. Advisors also can buy the program as a stand-alone application or use a Web-based version, S&P says.