As the infrastructure of the Unified Managed Account (“UMA”) environment continues to develop, investment managers wishing to gain access to the UMA marketplace find that Winslow Capital Group, LLC is a valuable resource in understanding and establishing a presence within the expanding UMA framework.
WCG provides guidance and access that enables third party managers to establish the most advantageous distribution channels in a UMA setting.
Third Party Managers should work with WCG to:
- Understand how managers can leverage access to the UMA environment
- Make the right industry connections and establish institutional distribution
- Find independent due diligence coverage
- To save time and avoid mistakes