You’re Invited: BOK Financial’s Economic and Market Outlook Call

Date:

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and Market Outlook call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business.    Conference Call Details: Wednesday, April 15, 2015 3:30 p.m. – 4:30 p.m., Central Conference Call: 1-888-317-6003 Participant Elite Entry Number: 5649337  Participants will need the Elite Entry number to join the conference call. *Click HERE to save the meeting to your Microsoft Outlook calendar.* Financial Focus: “Oil Markets” Presented…

You’re Invited: BOK Financial’s Economic and Market Outlook Call

Date:

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and Market Outlook call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business.    Conference Call Details: Wednesday, January 14, 2015 3:30 p.m. – 4:30 p.m., Central Conference Call: 1-888-317-6003 Participant Elite Entry Number: 8698350  Participants will need the Elite Entry number to join the conference call. *Click HERE to save the meeting to your Microsoft Outlook calendar.* Financial Focus: “2014: The Year…

Important Notice Regarding PIMCO Funds

Date:

IMPORTANT NOTICE REGARDING PIMCO FUNDS October 2, 2014 Bill Gross, the founder and Chief Investment Officer of PIMCO, as well as the Lead Portfolio Manager of the flagship PIMCO Total Return Bond Fund and a few other strategies, resigned from PIMCO on Friday, September 26, 2014.   The BOK research and due diligence team has been monitoring this situation closely.  Two calls were held with PIMCO on Friday, September 26, 2014 and a third call on Monday, September 29, 2014 with Dan Ivascyn, the new Chief Investment Officer of PIMCO, and…

You’re Invited: BOKF Economic and Market Outlook Call

Date:

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and Market Outlook call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business.    Conference Call Details: Wednesday, October 8, 2014 3:30 p.m. – 4:30 p.m., Central Conference Call: 1-888-317-6003 Participant Elite Entry Number: 1627815  Participants will need the Elite Entry number to join the conference call. *Click HERE to save the meeting to your Microsoft Outlook calendar.* Web Presentation: On Wednesday, October 8, visit www.bokf.com and…

Important Notice of WealthBuilder Program Changes

Date:

September 19, 2014 Please be advised that changes will be made to certain investment strategies of the WealthBuilder Program this week. The changes are summarized in the PDF attachment below. Keep in mind that the changes will be implemented on the strategy level. Actual trades might vary in each account, depending on the account size and cash flows. BOKF has discretion to make the planned changes to the investment of WealthBuilder accounts. Notice WB Changes 914 (47 kB)

Changes to UPAL Alternative Investment Fund

Date:

Please be advised that changes will be made to the UPAL Alternative Investment Fund this week. The BOKF Asset Allocation Committee recommended reducing the allocation to PIMCO All Asset and increasing the allocations to iShares S&P Global Infrastructure ETF and Diamond Hill Long Short. These changes bring the allocations within the UPAL Alternative Investment Fund more in-line with the Committee’s views regarding equities and fixed income. After the changes are implemented, the Fund will have a slightly higher allocation to higher volatility alternative investments, instead of lower volatility alternative investments. …

Capital Markets & Economic Review 2nd Quarter 2014

Date:

Capital Markets and Economic Review 2Q14 (268 kB)

You’re Invited: BOKF Economic & Market Outlook Call

Date:

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic and Market Outlook call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business.    Conference Call Details: Wednesday, July 9, 2014 3:30 p.m. – 4:30 p.m., Central Conference Call: 1-888-317-6003 Participant Elite Entry Number: 5351786  Participants will need the Elite Entry number to join the conference call. *Click HERE to save the meeting to your Microsoft Outlook calendar.* Financial Focus:  “Principal Preservation” Presented by Mike…

MAP Target Date Funds Glide Path Enhancements

Date:

MAP Target Date Funds Glide Path Enhancements (279 kB)