- Combine and weight individual security models (sleeves) into one blended model.
- Selectively apply rebalancing actions at the account, household, or composite levels to any of the sleeves within a blended model.
- Easily manage UMA strategies and distribute assets across each sleeve within a model.
Asset Class Models
- Quickly and easily build top-down asset allocation models.
- Define and apply target holdings for each industry sector for easy management of multiple strategies.
- Apply allocations to multiple levels of industry classifications:
- Asset Class