Why you should consider separately managed accounts
Experienced separately managed accounts (SMA) providers develop investment strategies based on a client’s risk appetite and liquidity requirements, while providing a superior return. SMA exposures can be populated in Transparency Plus® along with money market funds, direct exposures, short duration bond funds, etc., providing a complete view of risk across the entire portfolio.
ICD and its SMA partner relationships provide:
- Consolidated exposure analytics reporting in Transparency Plus
- Competitive fees based on ICD’s preferred partner pricing
- Consultation by experienced ICD professionals in formulating SMA provider decisions and accessing SMA strategies
- Access to ESG designed portfolios through its partnership with SAGE Advisory