Model delivery portfolios are a rapidly growing segment of the asset management industry. Made possible by sophisticated, proven technology, model delivery gives investors access to an array of innovative strategies.
With model delivery, a portfolio manager transmits monthly security weightings or buy and sell instructions to a technology-driven investment platform. The platform then executes trades on behalf of its investors with the goal of replicating the investment strategy with fidelity to the portfolio manager’s intent. Model-delivery portfolios provide several potential benefits:
Comparatively lower costs
Access to institutional managers and strategies
Greater control for advisors and home offices
Direct investor ownership of securities
Opportunity for tax management at the individual security level
Ability to respect investor restrictions and unique requirements
F/m Investments offers a variety of strategies via model delivery. Each model utilizes the same investment process our managers use for a mutual fund, institutional separate account, or private fund. Model portfolios are available only through sponsors of third-party separately managed account (SMA) and unified managed account (UMA) platforms.