Fund Options

Managed Portfolios

The managed portfolio unitization solution allows investment advisors, model managers, and recordkeepers to more efficiently provide investment options to retirement plan sponsors and participants.

This unitization solution facilitates the offering of managed portfolios of exchange-traded funds, fixed income assets, and common stocks, as well as other model portfolios.  The product allows unitization of any model portfolio consisting of any mix of securities. Record keepers are no longer restricted to trading only mutual funds when customized investment solutions are available.

UNITZXCHANGE can structure investment options into a series of multiple share class Collective Investments and combine these unitized funds into a series of target date or other purpose funds of funds. There could be several classes of each fund and no limit on the number of unitized funds. Different funds, classes and fund combinations could be assessed different investment management, custodial and administrative fee schedules appropriate for each investment option.