Tag Archives: Curian Capital

Business, Finance, Occupation & Industry

Curian Capital® Appoints Gabriel Burstein, Ph.D. as Head of Investment Strategy

Leave a comment

By Business Wirevia The Motley Fool

Filed under:

Curian Capital ® Appoints Gabriel Burstein, Ph.D. as Head of Investment Strategy

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 addition of Gabriel Burstein, Ph.D., as head of the Investment Strategy group.

In his new role, Burstein will lead the newly formed group responsible for alternative investments, asset allocation, market strategy and manager research. He will also oversee the expansion of the group’s portfolio and product construction capability. Burstein will be based in Denver and report to Steve Young, senior vice president and chief investment officer.

Prior to joining Curian, Burstein worked for Lipper in New York, where he was global head of Investment Research as well as Hedge Fund and Mutual Fund Research. Burstein’s previous roles also included head global macro investment strategist and head of the Relative Value Strategy Research Group for HSBC Securities and Bank USA, head of Specialized Research for Hedge Fund Strategies at Daiwa Securities and he held global macro and quantitative proprietary trading and strategy positions at Merrill Lynch and Goldman Sachs.

“Gabriel has an impressive background in directing investment research and strategy at a number of highly-respected financial services companies and is a renowned investment specialist in the industry,” said Young. “We look forward to his expert insights and leadership in traditional and alternative portfolio investment strategy so Curian can continue to provide unique actively managed solutions that meet the needs of financial professionals. Gabriel will also help to manage the tremendous expansion of Curian’s investment responsibilities, while promoting the aggressive growth objectives of our firm.”

Burstein has written numerous academic research papers and also authored an alternative investment strategy book published in the U.S. and Japan. He is a frequent speaker at industry conferences and has appeared on various financial television networks. Burstein has a doctorate from London University, Imperial College in stochastic optimization, the mathematics used in portfolio construction, an area in which he published several research papers as a U.S. Army research fellow.

For more information about Curian, registered investment advisors, broker-dealers and financial institutions can visit www.curian.com 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, …read more

Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Curian Capital® Launches Innovative New iPad App for Managed Account Proposals

Leave a comment

By Business Wirevia The Motley Fool

Filed under:

Curian Capital ® Launches Innovative New iPad App for Managed Account Proposals

New mobile application is one of the first in the industry to provide financial advisors with one-stop proposal generation and access to investment strategies, analytical tools

DENVER–(BUSINESS WIRE)– For the tech-savvy financial advisor, the days of clunky, desktop-based proposal generation and overwhelming paperwork when creating client portfolios may soon be a thing of the past. Curian Capital, LLC (www.Curian.com) today announced the launch of the new Curian Select Portfolios iPad application (“app”), one of the first in the industry to allow financial advisors to generate on-the-spot proposals for their clients.

The app is designed to help financial advisors increase productivity and efficiency as they generate investment proposals based on their clients’ individual needs and goals. The app gives advisors the ability to:

  • Create proposals directly from the iPad anywhere, even without Internet access
  • Review presentation materials with clients in an attractive and easy-to-understand format
  • Select from 25 different account types and six different managed Select Portfolios
  • Capture client information and offer clients the option to sign proposals electronically

“The Select Portfolios iPad app is another example of Curian’s commitment to helping financial professionals provide their clients an exceptional level of service through innovative technology solutions,” said Chris Rosato, senior vice president of Strategic Development for Curian. “We understand that advisors have limited time and have begun to rely more on mobile technology to help manage their businesses. With this new tool, advisors can present a comprehensive managed account solution and generate a proposal before the client even leaves the meeting, saving time and paperwork on both sides of the table.”

The Curian Select Portfolios iPad app has many of the same features available for the Select Portfolios on Curian’s existing proposal generation system, allowing advisors to seamlessly transition to the new iPad version. In addition, the app provides investor-facing educational messages and informational videos, including details on Curian’s asset management process used in generating its new Select Portfolios.

Curian’s Select Portfolios combine multiple goals-based investment strategies into a single, actively-managed and fully diversified investment account, providing financial advisors the ability to evaluate each investor’s unique needs and present a custom investment plan based on risk tolerance …read more
Source: FULL ARTICLE at DailyFinance