Partner with experienced investment professionals to efficiently manage your firm's investment process.
Tap into FTIS’s global research platform and investment management infrastructure, then shape portfolios that reflect your vision and your clients’ individual needs.
Access and deploy open architecture, multi-manager models designed and managed using FTIS’s capital market assumptions, macro research and asset allocation insights.
Use institutional portfolios as a foundation, then apply firm-specific views on asset class weights, geographic tilts or sector themes.
Work directly with us to co-develop portfolios that align with your brand, investment framework and client base.
Deploy custom portfolios within UMA structures or across client segments with tax-sensitive transitions and ongoing updates.
