DENVER--(BUSINESS WIRE)--Curian Capital, LLC (www.curian.com), an asset management company that manufactures and distributes a comprehensive suite of investment strategies and asset management solutions to institutions, financial advisors and their clients, today announced the launch of the organization’s new Select Portfolios. Curian’s Select Portfolios are designed to provide financial professionals with managed accounts that are easier for investors to understand, as well as user-friendly and intuitive for quicker account set-up and administration.
“While the interface is simplified for ease-of-use, the portfolios are driven by a powerful asset management process, giving financial professionals and their clients access to institutional-quality guidance and expertise.”
“The Curian Select Portfolios deliver all of the benefits of Curian’s sophisticated asset management process in an investment that is easier to purchase and understand – including simpler fee and tax reporting structures,” said Chris Rosato, senior vice president of strategic development for Curian. “While the interface is simplified for ease-of-use, the portfolios are driven by a powerful asset management process, giving financial professionals and their clients access to institutional-quality guidance and expertise.”
Select Portfolios include six objective-based guidance strategies arrayed across a risk spectrum, ranging from conservative objectives to the potential for maximum growth. Utilizing a purpose-based approach to helping clients realize their goals, financial professionals will have the ability to evaluate each investor’s unique needs and create a custom investment plan based on risk tolerance and investment objectives.
The six strategies available in the Curian Select Portfolios include:
1) Diversified Income – designed to help conservative investors generate a stream of income through diversified investments;
2) Multi-Strategy Income – designed for moderately conservative investors seeking to generate a competitive stream of income through allocations to stocks, bonds and alternative investments;
3) Equity Income – designed for investors seeking a moderate amount of risk, with an emphasis on U.S. and international dividend-paying equities;
4) Multi-Strategy Growth – designed for investors seeking moderate growth, with an emphasis on equity investments, bonds and alternatives;
5) Global Growth – designed for long-term growth investors seeking exposure to diversified equity investments with a modest bond and global allocation;
6) Global Maximum Growth – designed to offer the potential for maximum long-term growth, focusing on higher-growth markets and asset managers
“Many advisors have indicated today’s investment products have become too complex to understand and are limiting the success of their businesses,” said Rosato. “The Curian Select Portfolios are designed to address this challenge through a streamlined, intuitive and cost-effective alternative.”
Curian utilizes the same exhaustive due diligence process that it applies to its Custom Portfolios to choose investments for the Select Portfolios. Factors analyzed include performance and performance attribution relative to peers, sector exposure, holdings overlap and peer group measures such as tracking error, information ratios and up/down market capture. The goal is to evaluate thousands of potential funds and choose those which Curian believes best meet its manager selection criteria in the areas of performance, repeatability and fit.
“Curian remains dedicated to expanding the breadth and depth of its investment options and strategies, while retaining the flexibility and customization advisors need,” said Michael Bell, president and chief executive officer for Curian. “With several recent enhancements to our platform and proactive operational tactics, we’ve demonstrated our commitment to achieving investor success through advisor excellence.”
For more information about Curian’s Select Portfolios, registered investment advisors, broker-dealers and financial institutions can visit PowerYourPortfolios.com for informational videos, content and resources, or contact the Curian Sales Desk at (877) 847-4192.
About Curian Capital
Curian Capital, LLC (www.curian.com) is an asset management company that manufactures and distributes a comprehensive suite of investment strategies and asset management solutions to institutions, financial advisors and their clients. Curian is committed to achieving investor success through advisor excellence by helping financial professionals provide their clients with the best investment advice, solutions and service possible. The company has $10.4 billion in assets under management as of 9/30/12.
Curian Capital is an indirect subsidiary of Prudential plc (NYSE: PUK), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies 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 more than 160 years and had more than $570 billion in assets under management as of 6/30/12. 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.
Curian Capital, LLC acts as the Registered Investment Advisor for Curian Custom Style Portfolios. Curian Clearing LLC (member FINRA/SIPC) is the exclusive broker for these programs, for which it provides brokerage execution, processing and custody services. Investing in securities involves certain risks, including possible loss of principal.