The Managed Volatility Trend
Wednesday, February 27, 2013
2:00 pm - 3:00 pm
Forum Webinar Series
Managed volatility funds represent an increasingly popular investment trend. While initially found primarily in the variable annuity space, the broader implementation and acceptance of these strategies is emerging with their use by insurance companies to complement risk management. Tamiko Toland, Managing Director, and Kevin Shine, Senior Managing Director of Strategic Insight, will discuss this investment trend and its implications for the fund industry.
This webinar will be broadcast live from 2:00 to 3:00 Eastern time on Wednesday, February 27.
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Senior Managing Director, Research & Advisory
Kevin Shine is Senior Managing Director, Research & Advisory. Kevin manages Strategic Insight’s Research, Advisory, and Board Services Groups. He also writes research addressing mutual fund industry trends with special focus on fund fees and regulatory changes affecting fund directors/trustees.
Prior to joining Strategic Insight, Kevin worked as a Senior Fee and Expense Analyst for Lipper Inc. Kevin has a Bachelor of Science degree from Missouri Western State University and a Masters degree from the University of Colorado.
Managing Director of Retirement Income Consulting
Tamiko Toland is Managing Director of Retirement Income Consulting at New York-based Strategic Insight, an Asset International company. Through the Annuity Insight service, she monitors trends and key issues on VAs and retirement income, providing commentary and analysis for client firms. Annuity Insight also offers timely information and research on VA-related documents filed with the SEC and maintains a database of changes to VAs and Standalone Living Benefits (SALBs). She is also the author of a large scale report on the SALB market.
Before joining Strategic Insight, Tamiko was editor of Annuity Market News (now Retirement Income Reporter), a SourceMedia publication. Tamiko has also written freelance articles on financial topics for the CFA Institute and Investment News.