The product aims to meet the evolving needs of advisers by enabling them to deliver customised investment strategies at scale while maintaining operational efficiency.
Massachusetts-based Vestmark Advisory Solutions (Vestmark) has collaborated with global asset management firm T. Rowe Price Investment Services (T. Rowe Price) to launch Custom Premier, a personalised model portfolio solutions targeted at registered investment advisers (RIAs). RIAs will be able to access the custom models at Vestmark with no platform fee Custom Premier will deliver personalised, tax-efficient portfolio construction across exchange-traded funds (ETFs) and mutual funds to RIAs