Model Delivery Portfolios
Model delivery portfolios are one of the fastest growing technology-driven segments of asset management, enhancing investor access to innovative strategies. With model delivery, a professional portfolio manager transmits monthly or periodic buy and sell instructions to a technology-driven investment platform. The platform then executes trades on behalf of its investors. Model-delivery technologies provide a variety of potential benefits:
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||MORNINGSTAR ID #|
|Integrated Alpha||F/m Integrated Alpha Core Equity Focused||F00000UMX7|
|Integrated Alpha||F/m Integrated Alpha Large Cap Focused||F00000UMWY|
|Integrated Alpha||F/m Integrated Alpha All Cap Focused||F00000VTWO|
|Integrated Alpha||F/m Integrated Alpha Long/Short||F000010UH4|