Once again, Investment Advisor teamed up with Envestnet | PMC to spotlight some of the top separately managed account managers in the business. With Envestnet | PMC’s extensive analysis, we found the best leaders—and teams—who are managing portfolios in the large-cap equity, small-, mid- and SMID-cap equity, international, fixed income and specialty space. We also honor one manager whose impressive return and exceptional client service, among other things, was worthy of the Overall SMA Manager of the Year award.
It can be difficult for advisors to address depression and mental health with their clients, but male clients can be especially reticent on the subject. That can be dangerous as research shows depression and suicide increases among men as they get older. Olivia Mellan and Sherry Christie share ways advisors can help clients they suspect might be suffering from depression.
This year’s SMA Managers of the Year are a diverse lot, with portfolios focused on different sectors and cap sizes and built by investment management teams scattered across the country.
However, they’re very similar in their consistency, especially in their outperformance over many years and through various business and market cycles. They hew to their own sustainable and repeatable investment processes. They’re also clearly members of a team.
For the 10th straight year, Investment Advisor has partnered with Envestnet | PMC to research, identify and honor those managers in the separately managed account space who we deem to be outstanding and worthy of advisors’ consideration.
Jamie Green and Savita Iyer-Ahrestani introduce you to the winners of the 2014 SMA Managers of the Year.
A growing body of research has found that retirement significantly increases the risk of clinical depression and even suicide among men.
As an advisor working with retirees, you may be a witness—and sometimes an unwitting accessory—to lives whose joy is sapped by depression. If these afflicted clients are men, you will probably have to take the lead in encouraging them to seek help because they won’t volunteer that they need it.
There are an estimated 11 million depressed men in America at any given time, according to psychotherapist Terrence Real, LICSW, author of “I Don’t Want to Talk About It: Overcoming the Secret Legacy of Male Depression.” That’s about 9% of the adult male population. “But we have to take that number with a huge grain of salt,” Real added, “because so many men don’t come forward. They are just not built to talk about these sorts of issues.”
Olivia Mellan and Sherry Christie offer suggestions for how to recognize a client who is growing depressed and what you can do to help.