Model Portfolios

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:

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Comparatively lower costs

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Access to institutional managers and strategies

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Greater control for advisors and home offices

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Direct investor ownership of securities

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Opportunity for tax management at the individual security level

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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.

Manager
Strategy/Model
Availability
Morningstar ID#
Integrated Alpha
Large Cap Focused
Vestmark
F00000UMWY
Integrated Alpha
All Cap Focused
Vestmark
F00000VTWO
Integrated Alpha
Long/Short Equity
SmartX
F000010UH4