Product Information
Unified Managed Accounts
Unified Managed Accounts (UMAs) combine the simplicity of a mutual fund with the simplicity and control of individually managed separate accounts. This short document provides basic information on this new investment product.
Overlay Portfolio Management
At the heart of the UMA platform is Placemark's sophisticated and flexible Overlay Portfolio Management process. This short document provides basic information on this financial service.
Market Index Solutions™
Market Index Solutions is an index-based managed portfolio that is constructed using a subset of securities designed to mimic the risk and return characteristics of the target index.
Unified Managed Accounts - The Next Generation of Separate Account Solutions
Unified Managed Accounts are revolutionizing the marketplace for fee-based investment products and are becoming the primary new product vehicle for firms focused on developing high-growth, separate account strategies. Financial services institutions are using Unified Managed Accounts (UMAs) as a means to realize their broader, fee-based product strategy:
| ♦ | Grow total fee-based assets under management by recruiting new advisors, and making existing advisors more productive. |
| ♦ | Migrate advisors from transactional business models to fee-based business models. |
| ♦ | Improve diversification and reduce compliance risk for clients with smaller accounts from the low hundred thousands and those with multi-million-dollar accounts. |
| ♦ | Reduce the paperwork and account administration associated with rebalancing, cash management and other account services for home-office staff and advisors, |
| ♦ | Customize the investment solution available to clients based on risk, tax, and other individual circumstances and requirements. |