Concord Places First Among Overlay Providers

Independent trust companies are now relying on overlay management software more than ever for enhanced performance and fewer mistakes in their investment process. With overlay systems, assets are not delegated to outside managers to invest but are instead managed in-house. However, finding the best overlay provider can be difficult for independent trust companies. When considering flexibility, cost, and other factors, Alaska Trust found that Concord was the best option.

For a chart comparing different overlay providers, see Scott Martin, Concord Wins Top Honor as Most Trust-Friendly Overlay Provider, The Trust Advisor Blog, July 10, 2010.