and/or unified managed accounts (UMAs), on over 15 platforms. We employ disciplined, rules-based methodologies that seek to capitalize upon long-term leadership trends, by applying our Relative ...

The NFN platform provides managers of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) the ability to register their assets with a searchable symbol that is ...

more commonly known today as unified managed accounts (UMAs). \nIn her current position, Cheryl is now the driving force behind the Investment Services Single Platform strategy, which comprises many ...

The technology from LifeYield will be integrated into SEI's unified managed account capabilities ... With a new front-end solution for on and off-platform distribution, SEI plans to increase ...