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.
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Through its intermediary channel, it also offers retail and retirement clients mutual funds and ETFs, as well as separately managed accounts through wrap fee programmes and access to its investment models through unified managed accounts.
It also provides its services to pension and profit sharing plans, banking or thrift institutions, mutual fund supermarkets, defined contribution platforms, unified managed accounts, sub-advisory accounts, institutional accounts, endowments, and foundations.
In addition to offering Unified Managed Accounts (UMA) Overlay Portfolio Management via Vestmark's technology platform, the OAM team has also appointed strategic teams to manage client portfolios.
While traditional SMAs saw only a slight increase in the value of assets last year, unified managed accounts (UMAs) and rep as portfolio manager (RPM) programs posted what MMI called "healthy gains" of 24.
We looked at advisors who were the top users of unified managed accounts (UMAs) for large accounts (those greater than $1 million), and compared the growth rate of those advisors' firms to the population not using UMAs for larger accounts.
a leading developer of unified managed accounts programs, in October, which positioned Envestnet as one of the top five UMA program providers.
Unified managed accounts are managed investment accounts that have developed out of separate accounts.
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.
Through its intermediary channel, Victory Capital also offers retail and retirement clients mutual funds and ETFs as well as separately managed accounts through wrap fee programs and access to its investment models through unified managed accounts.
Unified managed accounts overtook rep-as-advisor platforms for the first time, bringing in almost $48 billion, compared with just over $46 billion.
There are platforms for investing in unified managed accounts and separately managed accounts.
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.
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