The companies aim to support advisers with exchange-traded fund (ETF), mutual fund and interval fund model portfolios that can be adapted to individual client requirements.
Vestmark has partnered with First Trust Portfolios to broaden access to customised model portfolio solutions for registered investment advisers (RIAs), according to a company announcement. The platform will initially support ETF, mutual fund and interval fund strategies The collaboration will provide RIAs with a white-labelled platform to construct and manage model portfolios using First Trust investment strategies. By combining First Trust’s investment capabilities with Vestmark&rsquo