Revolutionizing Professional Fixed Income Management
Old Way
Traditionally, clients bought Mutual Funds and Exchange Traded Funds (ETFs) to obtain fixed income exposure. These Funds provided clients with part ownership of a diversified fixed income portfolio that tracked a benchmark index. The bonds resided in the Manager’s account, not the client’s account, and the Manager controlled the portfolio’s risk parameters and liquidity.
ASA Way
ASA creates diversified and customized portfolios in each client’s individual account. These portfolios are customized to meet each client’s risk tolerances and liquidity needs. The bonds reside in the client’s account and the client controls the portfolio’s risk parameters and liquidity. In addition to customization, ASA provides these services for lower fees than traditional fixed income mutual funds and most ETFs.