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Innovative Investment Management Solutions

Protecting investors from the detrimental effects of shareholder flow

TARGETED CASH BALANCES

NAVswap

ACCESS TO LIQUIDITY

Redemption Service

REDUCE CAPITAL GAINS REALIZATION

Redemption In-Kind

NAVswap is a flexible equitization tool which enables mutual fund managers to earn a return matching their NAV return on the uninvested cash in their portfolio. This allows managers to more efficiently manage shareholder flow – both inflows and outflows, without the detrimental effects of “cash drag.” Redemption Service is a cost–effective liquidity solution for mutual funds experiencing shareholder flow volatility. It provides access to liquidity to meet redemptions, eliminating the costs and effort of flow-induced trading while keeping investment strategies intact, improving mutual fund performance, and after tax returns.* Similar to Redemption Service, Redemption In–Kind (RIK) provides the same initial liquidity benefits to mutual funds. The incremental benefit of RIK is that it allows mutual funds to improve their after tax performance by harnessing some of the same efficiencies that are used by ETFs.
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