Guy Fiumarelli, Head of Strategic Partnerships for inCadense, joined Zoe Hunt, Host of RIA Channel, for a discussion on how iTAMP™ can add value by transforming ETF models into scalable international managed account solutions that advisors can use across client segments and geographies.
Fiumarelli explains that within a managed account environment, ETF models can be implemented, rebalanced, monitored, and reported across client accounts. As a result, advisors can save time, improve consistency, focus on client relationships, and deliver institutional assets in a scalable manner. However, it has been historically difficult to achieve these results in international markets.
Since legacy U.S. managed account systems were largely built for U.S products, custodians, and dollars, Fiumarelli highlights that it can be challenging for firms to deliver scalable ETF models across offshore markets. He also notes that international clients often need access to different wrappers and product structures, while firms need infrastructure capable of handling multiple currencies, trading venues, exchanges, custody platforms, and regulatory frameworks.
For advisors looking for a solution, Fiumarelli points to inCadense’s iTAMP platform, an international turnkey asset management program. The platform can support multi-currency, multi-custodial, and multi-jurisdictional implementation, meaning a portfolio can include ETFs traded across various international markets while being managed through a single framework. He adds that advisors can implement institutional asset allocation models, global ETF building blocks, and customized portfolio structures for international clients. The platform also offers overlay management to address currency exposure, listing venue selection, substitution requirements, tax sensitive implementation, and trading efficiency. Additionally, iTAMP can enable global models to be adapted to local client needs without losing the integrity of the original investment strategy.
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