Overview
Program Portfolios® enable advisors to deliver custom-tailored individual bond portfolios using a sophisticated, model-driven approach. Advisors are able to retain assets and direct the entire investment process for each account. The Program Portfolios platform includes turn-key services to streamline and automate portfolio construction, monitoring and reporting. These services are designed to help advisors execute a disciplined individual bond investment process in an efficient and cost-effective manner.
Platform capabilities include:
- Model-based investment strategies
- Bond sourcing services
- Bond price transparency services
- Automated daily portfolio monitoring services
- Electronic alerts for rebalancing or event notification
- Private-labeled marketing materials
- Advisor web portal
- Presentation-quality, on-demand reports
Program Portfolios enable your firm to differentiate itself with superior portfolio services that are delivered efficiently and at a competitive cost to other fixed income alternatives - and support your ability to grow fixed income assets under management.
