How does the SMA/UMA platform work?
GlobalBridge has contracted with over 70 institutional managers who provide their investment portfolio models to GlobalBridge throughout the trading day. GlobalBridge’s trading desk manages client portfolios based on these models, after adjusting for individual guidelines and restrictions including efficient and prudent tax liability management. This model arrangement allows participating managers to focus on their core function and value proposition – securities research, securities analysis, and portfolio construction, while GlobalBridge performs all middle-office and back-office functions including trading, settlement, reconciliation, compliance, proxy voting, reporting, billing and collection. GlobalBridge also conducts performance attribution, style adherence monitoring, and portfolio risk monitoring.
