Separately managed accounts (SMAs)
A long and established feature of the hedge fund world has been gaining in popularity Hedge fund investors over the last few years.
Falcon has relationships with prime brokers that will be able to cater to those customers that are looking for SMA's structure with access to most global financial instruments: Equities, ETF’s, Fixed Income, FX, Futures and Options.
Managed accounts can be structured in a variety of ways:
Standard account: the investor appoints a single manager to invest in pre-agreed sectors or securities.
Multi-discipline account: an SMA with multiple managers, each appointed for its expertise in a particular strategy or asset class, for the account – this allows the investor to diversify their SMA portfolio beyond what a single manager could normally manage.
Managed accounts can be organised with individual investment managers or, alternatively, through a managed account platform. The platform can be run by a single manager or by a selection of managers. The manager can reduce the burden of running multiple SMAs by delegating the administrative functions to third party providers. Platforms can offer investors lower minimum subscriptions and better redemption rights than typical co-mingled fund. Platforms can also offer access to certain sectors, specialisations or strategies via separate cells or portfolios – the investor can be offered a managed account at the cell/portfolio level of the platform or, alternatively, can hold shares or interests in the platform linked to one or more cells/portfolios.
Advantages for the investor
Advantages for the manager
Technology to Help Portfolio Managers Succeed
Please email firstname.lastname@example.org to schedule more detailed discussions.
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