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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The TAMP makes a series of institutionally managed investment strategies available through a unified management account (UMA).
The TAMP makes dozens of strategies managed by a host of institutional managers available through a unified management account (UMA).
1 was cited by clients and partners as a major game changer in rep-as-pm and rep-as-advisor trading tools and for providing enhanced unified management account (UMA) overlay management tools - helping many firms in the managed account industry achieve significant growth in assets under management (AUM) in 2011.
This important ranking follows on the heels of the unveiling of the NEXT Global Management Account, a fee-based unified management account program designed exclusively for NEXT investment advisors.
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