D&O Questionnaires Overview

    Model Portfolios and Managed Accounts

    Learn more about how Nasdaq Fund Network is a leading distribution channel for Models, SMAs and UMAs and how we can help you today.

    Model Portfolios and Managed Accounts

    Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. 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 available on hundreds of market data platforms, financial web portals and other similar media around the globe.

    BlackRock Registers Target Allocation ETF Models on Nasdaq Fund Network

     

    BlackRock, the world’s largest asset manager, registered 11 of their flagship Target Allocation ETF model portfolios on the Nasdaq Fund Network, paving the way for asset managers to provide greater transparency into this growing but often opaque asset class. This launch comes at a pivotal time, as trends for investors show the desire for more product transparency.

    With the registration of BlackRock’s Target Allocation ETF model portfolios on NFN, it represents an important step in not only bringing greater performance transparency to this asset class but will also help to bridge the gap between asset managers, financial advisors, portfolio managers and investors.

    You can join the same platform that Charles Schwab, BlackRock, and other large asset managers are now leveraging to secure a unique trading symbol for each product and disseminate performance and pricing data to a large community of institutional and retail investors. Contact us here to set up a call to learn more!

    Growth of ETF Models and Model Portfolios

    Nasdaq Fund Network Senior Director Ben Jones joins Jill Malandrino on Nasdaq TradeTalks to discuss growth with ETF Models and model portfolios.

    Model Portfolios and Managed Accounts Resources

    Latest Resources & Insights

    Whitepaper: Memorandum Regarding SMAs/UMAs/Model Portfolios and the Nasdaq Fund Network

    Eversheds Sutherland wrote a memorandum regarding the registration of model portfolios and managed accounts on the Nasdaq Fund Network and how the work is in accordance with applicable provisions of the New Marketing Rule and relevant SEC guidance.

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