![]() ![]() To learn more about Folio Institutional's Model Manager Exchange and its other portfolio management tools, please contact Folio Institutional.Ībout Folio Institutional® Folio Institutional is offered by FOLIO fn Investments, Inc., a self-clearing broker-dealer launched in 1999. Five ETF-based asset allocation portfolios Five mutual fund-and-ETF-based asset allocation portfolios designed for ![]() Five mutual fund-based asset allocation portfolios designed for Morningstar's models are built to meet a range of investment strategies, time horizons and risk profiles: We can also subscribe our clients to multiple strategies, in one account." "Using Folio Institutional's Model Manager Exchange, Howard Capital is able to run 20 different investing strategies, ranging from very high to very low risk. "Folio Institutional's models and rebalancing tools are a game changer for us," said Vance Howard, CEO of Howard Capital, a SEC-registered RIA that uses models offered through MMX. "Morningstar's mission centers on helping investors reach their financial goals, and we're pleased to make our managed portfolios available to Folio Institutional clients through the Model Manager Exchange." These strategies help advisors' practices be more efficient, so they can spend more time providing comprehensive financial planning services to investors," said Daniel Needham, president and CIO of Morningstar's Investment Management group. "Our managed portfolios are designed to be part of a long-term investing plan and are built with investors' needs in mind. Brand name and start-up investment managers make their models available through MMX. MMX also empowers investment managers to broaden their reach to Folio's RIA clients. This is one of the many ways we seek to contribute to an advisor's business growth, innovation and client service." "We are excited about the addition of Morningstar Managed Portfolios to MMX. Model Manager Exchange helps make this possible," said Greg Vigrass, president of Folio Institutional. "Today, RIAs demand services that streamline their business, reduce costs and offer possible solutions to fiduciary duty rules. Direct access to investment managers to license and discuss models. Use models "as is" or customize them to meet clients' unique needs. Simultaneously manage thousands of client accounts, thanks to Folio's Ability to subscribe to any number of MMX models. Access to more than 80 investment managers and nearly 400 model Folio provides MMX, a network of third-party investment models, to registered investment advisors (RIAs) who seek more efficient, cost-effective asset management solutions. In October 2022, VettaFi acquired Advisor Perspectives, the leading publisher for registered investment advisors, wealth managers, and financial planners.MCLEAN, Va., J/PRNewswire/ - Folio Institutional has added 31 Morningstar(®) Managed Portfolios(SM) ETF and mutual fund models to its Model Manager Exchange (MMX). In May 2022, the teams from ETF Trends, ETF Database, Alerian and S-Network Global Indexes merged to form VettaFi. VettaFi was created by unifying complementary businesses who shared a common vision for client success, the value of relationships, and the importance of data. VettaFi delivers the index to its TAMP (Turnkey Asset Management Platform) relationships, which, in turn, provide the Index data to a large universe of asset management clients who subscribe to VettaFi’s services. The construction of the Index utilizes FolioBeyond’s proprietary algorithms to create a highly investable investment benchmark for investment advisors, wealth managers and other types of asset managers to provide their clients with a core Fixed Income allocation that has historically outperformed its benchmark, the Bloomberg Barclays U.S. VettaFi, a publisher and developer of proprietary and custom indexes, has partnered with FolioBeyond to produce the “S-Network FolioBeyond Optimized Fixed Income Index (the “Index”)”. ![]()
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