Enhanced portfolio implementation

Andrew Zenonos, CFA

Portfolio Manager, Customized Portfolio Solutions

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Enhanced Portfolio Implementation
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Enhanced portfolio implementation: Seeking to improve and enhance operational efficiency and help in maximizing alpha preservation.

Enhanced Portfolio Implementation (EPI) is a model portfolio-based approach that separates implementation from manager insight to streamline multi-manager equity portfolios. Traditional separate-account structures can create inefficiencies—duplicate trades, higher costs, and complex transitions.

EPI seeks to address these by:

Centralizing trading in a single custody account
Aggregating manager model portfolios for efficient execution
Reducing turnover and offsetting trades, lowering transaction costs
Enhancing flexibility for customization, including ESG overlays
Simplifying manager transitions and portfolio control

Discover how EPI can help reduce operational complexity while maintaining manager insights.

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