Thought Leadership

Multi-Model Rebalancing Methodologies in a Unified Managed Account

Written by Barrett Ayers | Jul 29, 2024 11:36:26 AM

In this paper, we explore how wealth managers are able to scale their practices through the delivery of a Unified Managed Account (UMA). These instruments allow wealth managers to construct multi-class strategies using a variety of different—that includes automated rule-driven rebalancing within models as well as across models—all in a single account.

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