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Innovative Investment Management Solutions

Protecting Investors and Funds from the detrimental effects of shareholder flow and liquidity needs

TARGETED CASH BALANCES

NAVswap

ACCESS TO LIQUIDITY

Redemption Service

REDUCE CAPITAL GAINS REALIZATION

Redemption In-Kind

NAVswap is a flexible equitization tool that enables mutual fund managers to earn a return on their uninvested cash, equal to the return on their NAV. This allows managers the freedom to efficiently manage shareholder flow, without having to worry about the negative effects of “cash drag.” Redemption Service is a cost-effective liquidity solution for mutual funds experiencing shareholder flow volatility. ReFlow provides automated access to liquidity to meet redemptions, eliminating the costs and hassle of flow induced trading. This allows managers the ability to keep investment strategies intact, improving fund performance and after-tax returns. Like Redemption Service, Redemption In-Kind (RIK) provides liquidity benefits to mutual funds. The difference, and additional benefit of RIK, is that it allows funds to improve their after-tax performance by harnessing some of the same efficiencies used by ETFs.
Learn about NAVswap Learn about Redemption Service Learn about Redemption In-Kind