Unified Managed Account

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Unified Managed Account

An actively managed portfolio that contains many different investment vehicles, such as stocks, bonds, mutual funds, ETFs, and so forth. Some portfolios are structured such that they may only contain one investment vehicle or another, requiring an investor to open multiple accounts in order to diversify. A UMA prevents this.
References in periodicals archive ?
a leading developer of unified managed accounts (UMA) programs, in October, which positioned Envestnet as one of the top five UMA program providers.
The American bank would provide services in support of MPA's unified managed accounts (UMA), multi-strategy portfolios (MSP) and separately managed accounts (SMA) business.
Fiserv clients will now have all managed account models - including rep as portfolio manager, but also exchange traded funds, unified managed accounts, mutual fund advisory and separately managed accounts - in one location.
Envestnet allows these ETF strategists to market their portfolios to advisors through unified managed accounts and other products.
Citi's OpenSMA platform provides us with several unique features that allow us to accommodate the increasing scale of our business - automated trade order management, step-out processing, Multi-Style Portfolios (MSP) and Unified Managed Accounts (UMA) capability, fixed income automation and especially seamless connectivity to all our sponsor firms.
She has managed strategic functions in the organization and was instrumental in the development of multiple strategy portfolios, more commonly known today as unified managed accounts (UMAs).
The BeyondAlpha community is currently administered by Envestnet | Placemark, a leading developer of unified managed accounts (UMA) programs for banks, full-service broker-dealers, and RIA firms.
Trident provides distribution and consulting services for the Managed Solutions Industry, specializing in multi asset class mandates that consist of Unified Managed Accounts (UMA), Separately Managed Accounts (SMA), ETF -40 ACT Fund Strategist.
Placemark Investments is the investment industry's leading overlay manager for enabling Unified Managed Accounts (UMA), a fee-based investment solution that incorporates multiple investment vehicles such as managed accounts, mutual funds, and ETFs into a customized portfolio.
iSectors asset allocation models are available in separate and unified managed accounts for use in both taxable and non-taxable accounts, including 401(k) and other retirement plans.
The capabilities in this release will further support advisors in managing the increasing complexity of the investment management world - from centralized, home-office driven advisory programs to rep-directed, de-centralized programs and the fast growth of unified managed accounts and unified managed households - and help sponsors attract and retain top talent while effectively adapting to changing regulatory requirements and client demands.
and provides separately managed accounts (SMAs), unified managed accounts (UMAs), mutual funds, exchange-traded fund (ETF) portfolios, Strategist, 401(k), and third party asset management services.
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