Printer Friendly
The Free Library
19,604,530 articles and books
Member login
User name  
Password 
 
Join us Forgot password?

Curian Capital Wins Money Management Executive's 2005 Fund Operations Award.


DENVER -- Curian Capital, a registered investment adviser providing innovative fee-based managed accounts and investment products to financial professionals through a state-of-the-art technology platform, today announced that it has received a 2005 Fund Operations Award presented by Money Management Executive (www.mmexecutive.com), a SourceMedia publication. Curian was selected from more than 30 entries for an award in the Efficiencies/Streamlining category for the company's Custom Style Portfolio program.

"We are pleased to be recognized for the efficiency of our platform," said Clifford Jack, president of Curian Capital. "Our goal from day one has been to provide financial professionals with the tools they need to succeed, while also creating a paperless environment that streamlines account management and allows for real-time account funding. Third party validation from Money Management Executive and SourceMedia, coupled with the Curian's 297 percent growth in 2004 to more than $1 billion in assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. , is a testament to our business strategy and the importance of an effective and efficient technology platform in today's financial adviser marketplace."

Curian's Custom Style Portfolio ("CSP (1) (Certified Systems Professional) An earlier award for successful completion of an ICCP examination in systems development. See ICCP.

(2) (Commerce Service P
") program is a Web-based, paperless platform that features online account openings with complete account funding within a matter of hours, instead of days or weeks. The customized portfolios allow for real-time asset allocation Asset Allocation

The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio.
 tailored to the client's investment objectives, risk tolerance Risk Tolerance

The degree of uncertainty that an investor can handle in regards to a negative change in the value of their portfolio.

Notes:
An investor's risk tolerance varies according to age, income requirements, financial goals, etc.
 and time horizon. Components of the award-winning CSP program include:

--eSignature: Clients can electronically sign proposals and documentation, thereby eliminating paperwork.

--Online Document Storage: All documents, trade confirmations, tax reports and account statements are stored online, giving clients 24/7 access.

--Electronic Investment Policy Statements (IPS): All clients receive a customized IPS, which is stored online for the life of the account and is available 24/7.

--Full Transparency: Account information is updated daily, allowing clients to always know exactly what they are invested in.

--Professional Money Management: Curian's platform accommodates a broad spectrum of clients with varying account sizes and investment objectives.

Money Management Executive is a weekly newsletter that reports on the business of mutual funds, separately managed accounts, 529s, 401(k)s, and alternative investments. Money Management Executive is published by SourceMedia (www.sourcemedia.com), a leading provider of information, data, and software tools for professionals in the financial services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 and related technologies markets.

Since launching in 2003, Curian Capital has secured more than 240 selling agreements with independent broker-dealers, providing access to more than 16,000 financial professionals who can sell its CSPs. Additionally, Curian has opened more than 12,000 customer accounts and conducted, either remotely or in person, thousands of training and education sessions with financial professionals.

For more information about Curian's Managed Accounts program, financial professionals and their representatives should contact the Curian Sales Desk at (877) 847-4192.

About Curian Capital

Headquartered in Denver, Colo., Curian Capital (www.curian.com) is a registered investment advisor Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in  providing innovative fee-based managed accounts and investment products to financial professionals through a state-of-the-art technology platform. Curian Capital is an indirect subsidiary of Prudential plc This article is about the British company. For the American company, see Prudential Financial. For places named after the company, see Prudential.
Prudential plc (LSE: PRU, NYSE: PUK) is a United Kingdom-based financial services company.
 (NYSE NYSE

See: New York Stock Exchange
: PUK PUK Patriotic Union of Kurdistan
PUK Personal Unlocking Key (as used in mobile phones)
PUK PopUp Killer
PUK Potchefstroomkampus (South Africa)
PUK Pop-Up Killer (browser utility) 
), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies Affiliated Companies

A situation that occurs when one company owns a minority interest (less than 50%) in another company.

Also refers to companies that are related to each other in some way.

Notes:
An affiliated company is sometimes referred to as a subsidiary.
 constitute one of the world's leading financial service groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for over 150 years and had more than $350 billion in assets under management, as of 12/31/04. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America UNITED STATES OF AMERICA. The name of this country. The United States, now thirty-one in number, are Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, .
COPYRIGHT 2005 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2005, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Geographic Code:1USA
Date:Jun 22, 2005
Words:590
Previous Article:Sulliden Exploration Inc.: Supreme Court of Peru Recognizes Constitutional Autonomy and Jurisdiction of Arbitration Process.
Next Article:When Oprah is excluded from luxury shopping...'Old Luxury' European Marketers Just Don't Get 'New Luxury' the American Way, luxury marketing expert...



Related Articles
Total Return.
Government Funding Can Make or Break Small Firms.
Curian Capital to Provide Managed Accounts Program to ICBA's Member Institutions; Nearly 4,700 Financial Institutions Comprise ICBA.
Curian Capital's Managed Accounts Program Added to XCU Capital's Investment Product Line-up; Curian's Comprehensive Technology Platform Allows XCU's...
Curian Capital Expands Its Presence in the Asset Management Market - Will Manage More Than $1.2 Billion of Assets in Variable Annuity Sub-Accounts...
A golden year for Golden Opportunities.
REBNY toasts brightest and best at annual 'Oscars'.
Bush touts faith-based answers for social services.
Governor plans capital projects.

Terms of use | Copyright © 2012 Farlex, Inc. | Feedback | For webmasters | Submit articles