FA Whitepapers

Recent White Papers  | Market and Economic Outlook

November 2019    

Understanding Model Marketplaces & Managed Account Platforms
17 Questions to Ask When Considering a Platform

Are you a wealth management firm considering outsourcing your investment operations functions to a managed account or Unified Managed Account (UMA) platform? Or are you an asset manager who is considering publishing your model(s) to a Managed Account Platform or Model Marketplace and wondering what sort of experience to expect once the ink has dried? In any case, the key considerations in this document are a must-read.