GWP Model™

Portfolio Construction and Modeling Solution for Managed Account Programs

Managing multiple mandates can be time-consuming. Global Wealth Platform (GWP) Model mobilizes the power of portfolio modeling activities for your managed account programs - orders flow seamlessly from Placement to Allocation within GWP Trade™. This combination provides you the key functionality to construct, manage and measure client portfolios against benchmarks or model portfolios to create orders and execute them instantly.

GWP Model enables you to manage the complex nature of multiple mandates through the combination of Asset Mix and Security Models. Applying the models against the portfolios produces the desired orders across single or multiple accounts and provides you with maximum efficiencies within the order design process.

"mobilizes the power of portfolio modeling activities for your managed account programs"

With GWP Model, you can:

• Ensure order efficiencies across a number of portfolios by avoiding over-buying and over-selling decisions.
• Easily rebalance models, then apply decisions to accounts to generate proposed orders.
• Build complex compliance rules quickly and easily by logging results against the order and, depending on the severity of the breach, alerting the compliance officer that authorization is required in order for the order to proceed.
• Create customized reports, including Asset Mix by Model, Compliance Rules by Portfolio, Portfolio Model Details, Portfolio Valuation, Portfolios by Model and many more.