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Investment Management Newsflashes

Schwab Institutional Announces New Managed Account Solution for Advisors; Silver Leaf Partners Launches Prime Brokerage Services Platform; EBS Benefit Solutions Enhances Web Offering to Plan Sponsors with Envisage; Advent Software Forecasts 2005 Trade Order Management Trends

Schwab Institutional Announces New Managed Account Solution for Advisors

Schwab Institutional, a provider of custodial, operational and trading support for independent fee-based investment advisors, announced a new bundled managed account offering, Managed Account Affiliates, that provides advisors with preferred access to portfolio management by U.S. Trust, a New York-based wealth management company with $104 billion in assets under management. Managed Account Affiliates features account minimums as low as $100,000 for most equity management. "We plan to enhance the value of this new platform over time by adding fixed-income strategies and tax-managed solutions," said John Morris, senior vice president at Schwab, in the press release.

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It wasn't all bad luck for the capital markets this week: Hedge funds had a decent first quarter despite a slowdown in jobs numbers, BlackRock might be heading into new territory as hedge fund managers take a hard look at their counterparties, and the head of the IMF didn't pull any punches when assessing today's global economy. At least we can admire the nice weather and some of the best quotes of the week.