Help provide more value to clients through multi-manager strategies
Why choose multi-manager strategies?
As a wealth manager, you’re tasked with complying with ever-changing regulatory and operational requirements, while providing your clients with a broad range of highly-rated investment products.
Our multi-manager portfolios may be the answer. We may help you:
- Pursue reduced expenses while expanding your potential investment offerings.
- Access quality investment and operational due diligence expertise at affordable cost.
- Design cost-conscious, white-labeled product solutions that allow you to provide your clients with a broad range of products under your own brand.
- Scale your offerings to pursue more profitable margins.
Your firm brands the offering
A multi-manager fund allows your investment advisor to select highly rated managed funds for each portion of an allocation. In fact, you can replace sub-scale funds with alternative funds branded as your own product.
Key benefits of multi-manager strategies
Reduced key-person risk through delegated fund managementDelegate part of your manager selection and fund management responsibilities to us to reduce key person risk
Significant opportunities for volume discountsWith our multi-manager fund expertise across all major asset categories and a large advisory business, may provide opportunities for volume discounts by using our size and scale.
Extensive, streamlined solutionsPotentially benefit from our global resources to create a multi-manager portfolio solution that aims to achieve business efficiencies by minimizing the number of partners you need to consult.
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