Bypass the cumbersome and expensive RFP process by utilizing ICD’s pre-screened, experienced, client-oriented SMA providers. With a primary focus on the corporate and institutional marketplace, each of ICD’s SMA providers understand how to assess the needs of fixed income investors by applying proven investment techniques to structure customized portfolios designed to provide maximum return with minimal risk. Separately Managed Account exposure can be populated in Transparency Plus® along with Money Market Funds, Direct Exposures, Short Duration Bond Funds and more.

Through an ICD introduction to our SMA partners, you receive:

  • Customized consolidated reporting
  • Competitive fees based on ICD’s preferred partner pricing
  • Consultation by experienced ICD professionals in formulating SMA provider decisions and accessing SMA strategies
  • Global trading support with trade desks in London, Boston and San Francisco
  • Continued ICD dedicated service

Through its partnership with SAGE Advisory, ICD also offers an ESG SMA.