Certified Terror-Free Products
Investing Terror-Free can be as simple as picking up the phone. Several prestigious investment firms currently offer Terror-Free investment strategies for both institutional and individual investors.
| Financial Institution |
Terror-Free Product |
Investment Strategy |
Investment Minimum |
| FTSE, The Index Company* |
CSAG-FTSE Terror Free Index Series
(International; All-World, Ex-U.S.) |
Passive & Active |
None |
| UMB |
Separately Managed Accounts (International and Domestic) |
Active |
$3,000,000 |
| Credit Suisse |
Multi-Manager Portfolio "Patriot Screen" (Domestic, International or Global) |
Active |
$350,000 |
| Northern Trust |
Commingled Fund |
Passive |
$5,000,000 |
| Langerman & Seidman Group |
Separate Managed Accounts (Global) |
Active |
$100,000 |
| Parametric |
Tax-managed structured portfolios |
Passive & Active |
$250,000 |
| Tributary Capital |
Terror-Free Mutual Funds |
Passive |
None, Retail |
* FTSE Indexes can be used for passive strategies or may be licensed as investable universes by existing managers. Also has applicability to custodians and "manager of managers."
CSAG-FTSE Terror-Free Index Series
In March 2008, FTSE and CSAG launched a family of international indexes based on the existing FTSE All World, Ex-US indexes. The Terror-Free index series can serve as the basis for a passive strategy or is a way for existing managers to comply with Terror-Free requirements by licensing the index as a "buy list." View CSAG-FTSE Terror-Free Fact Sheet (PDF) .
Bob Ebert, Director of Business Development - (212) 641-6174
UMB Asset Management (UMB) Terror-Free, Actively Managed Separate Accounts
UMB is in the top one percent of managers nationally in terms of performance for the first quarter of 2008 and has been awarded Morningstar’s runner-up for national manager of the year for international strategies twice since 2005. This institutional and high net worth product has a $3 million minimum investment. Both domestic and international Terror-Free accounts are available. View UMB Product Overview (PDF).
John Schattenfield, Senior Vice President - (816) 860-7284
Credit Suisse (CS) Multi-Manager "Patriot" Strategy
Credit Suisse offers a Terror-Free overlay to their popular Multi-Manager Portfolio offering. Credit Suisse terms this their “Patriot” screen. This strategy is available to families, individuals and institutions. View Credit Suisse Product Overview (PDF).
William Gambardella, Assistant Vice President - (212) 538-1604
Northern Trust International Commingled Terror-Free Fund
Based on the FTSE-CSAG Terror-Free Index, Northern is developing this passive product for both public and private institutions. The commingled fund is the equivalent of a mutual fund for institutions and Northern is prepared to provide a power point presentation for this product.
Greg Behar, Chief Investment Strategist - (212) 339-7109 or
Stefanie Hest, Investment Strategist - (212) 339-7208
Langerman-Seidman Group Global Terror-Free Separately Managed Accounts
Mark Langerman and Steve Nelson, two prestigious Merrill Lynch financial advisors, now offer a Global Terror-Free investment option that is accessible to many investors with a $100,000 minimum investment. Visit their website for more information.
Mark Langerman, Financial Advisor, at (480) 607-8833
Parametric Terror-Free Structured Portfolios
Parametric offers index-based Terror-Free separate account strategies that can be tax managed and fully customized. Parametric solutions are available through most major investment firms and private banks. Parametric has a $250,000 minimum investment. View Parametric Press Release (PDF).
Kurt Galley, Vice President of National Accounts - (206) 694-5512
Tributary Capital Management’s Certified Terror-Free Mutual Funds
Tributary Capital Management offers the only Terror-Free mutual funds that are certified by CSAG to be Terror-Free. These are retail funds with accessible minimums for any individual and institution interested in Terror-Free Investing. Tributary’s two Terror-Free mutual funds are: the First Focus Growth Opportunities Fund (FOGRX) and the First Focus Balanced Fund (FOBAX). Visit Tributary Capital Management's website for more information.
David Jordan, Senior Portfolio Manager - (970) 495-1291
Terror-Free Exchange Traded Funds
Coming soon: In the summer of 2008, several Terror-Free Exchange Traded Funds (ETFs) will be offered by a leading asset management firm. The ETF’s will be based on the CSAG-FTSE Index Series and will make Terror-Free Investing accessible at the retail level to any individual or institution interested in Terror-Free investment products.
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