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Program Portfolios™ are designed to make the individual bond investment process extremely simple for both you and your clients. No software will need to be installed at your site and minimal training, if any, will be required to get started.
Program Portfolios will allow you to offer your clients professional, model-based strategies for individual bond investment and provide you with a "turnkey" portfolio management service that effectively and efficiently supports your account workload. The following narrative describes the Program Portfolio approach from the advisor perspective and how it will enhance your individual bond investment experience:
- Enrollment is Easy
- You may consult with your client and identify an appropriate Program from those available within your firm's strategy offerings. A web-based subscription portal will allow you to select the desired Program, automated inspection options, report offerings and electronic correspondence options for your client’s account.
- You Maintain Control of Execution
- After enrollment, BondWave Advisors will send you an executable "buy - sell" action plan that will provide investment guidelines for the account based upon the selected Program. Depending on your arrangement, a participating broker-dealer may send you a detailed proposal that will contain bond offerings selected according to Program guidelines. You may review both the action plan and proposal with your client and can then execute either through your preferred bond source.
- Automated Monitoring will Help You Maintain Portfolio Alignment
- BondWave Advisors will facilitate a nightly computer-driven monitoring process that will track positions, risk, yield and other key metrics in order to ensure that each portfolio will stay aligned with its Program Model. The monitoring process will also identify market events (such as called, maturing or downgraded bonds) or other customizable scenarios.
- Electronic Alerts will Identify Your Action Items and Opportunities
- Electronic alerts that contain detailed, account- and holding-specific information will be sent to you from the automated monitoring process when model violations, exceptions or other action items are encountered. The participating broker-dealer or service provider firm may also send electronic alerts when trade and swap opportunities are available - or for other relevant activity.
- Graphical Reports will Provide an In-Depth View of Client Accounts
- A comprehensive selection of graphical reports will be available to provide you with superior analysis and control capabilities along with a complete understanding of your clients' account holdings. See a list of available reports.
The Program Portfolio approach allows you to maintain control of the entire investment process and demonstrate exceptional service to your clients. At the same time, it frees you from time-consuming portfolio management activities and allows you to spend your valuable time where it can have maximum impact.
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