Bringing you live news and features since 2006 

Bandon joins Fidelity Separate Account Network

RELATED TOPICS​

Bandon Capital Management has joined the Fidelity Separate Account Network, SAN, as a separate account manager.

Bandon’s flagship strategy, the Directional Interest Rate Strategy, is now available to advisers using the SAN platform.
 
The Directional Interest Rate Strategy is a tactical absolute return oriented fixed income strategy developed by a former New York Reserve Bank Economist that has actively traded US government bond funds since 2004.
 
The strategy attempts to generate positive returns in both rising and falling interest rate environments by employing active duration management.
 
It is available to both non-accredited and accredited investors and provides daily liquidity, transparency, independent custody and pricing, 1099 tax reporting and minimums from USD25,000.00
 
The Separate Account Network offers wealth managers the flexibility to develop a managed account solution for clients by supplying access to more than 400 separate account managers offering more than 1,200 investment disciplines.

Bandon Capital Management is a Portland, Oregon-based private investment management firm founded to meet the needs of the mass affluent and small institutional investors.

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by