NEUBERGER BERMAN AND KEY WEALTH ANNOUNCE A PROPRIETARY CUSTOMIZED DIRECT INVESTMENT OFFERING FOR KEY PRIVATE BANK CLIENTS [Yahoo! Finance]
KeyCorp (KEY)
Last keycorp earnings: 4/16 06:30 am
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Source: Yahoo! Finance
CLEVELAND and NEW YORK March 18, 2024 /PRNewswire/ -- Neuberger Berman, an employee-owned, private, independent investment manager, and Key Wealth, the wealth management business of KeyCorp (NYSE:KEY), announced the introduction of Neuberger Berman's Custom Direct Investing (NB CDI™) solution to tax optimize Key Wealth equity strategies for long-term wealth growth for Key Wealth's high net worth (HNW) and ultra-high net worth (UNHW) clients. NB CDI™ is a Separately Managed Account (SMA) platform that customizes portfolios to client specifications around tax liabilities, personal values, factor tilts and risk guidelines. The NB CDI™ platform will provide custom implementation of Key Wealth's proprietary equity strategies including Key Core Equity, Key Sustainable Equity Advantage and Key High Dividend. The customization offered by NB CDI™ aims to enhance Key's existing strategies by seeking to provide clients consistent tax alpha with precise tax loss harvesting. This tax loss har
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KEY
Earnings
- 4/18/24 - Miss
KEY
Sec Filings
- 4/18/24 - Form 8-K
- 4/2/24 - Form 4
- 4/2/24 - Form 4
- KEY's page on the SEC website