White Papers Resources from industry thought leaders
Memorandum regarding SMAs/UMAs/Model Portfolios and the Nasdaq Fund Network
April 18, 2022 | Nasdaq Fund Network
The Nasdaq Fund Network (NFN) recently announced the launch of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) on the platform. The registration of model portfolios and managed accounts on NFN make them searchable on market data platforms, financial web portals and other similar media. Eversheds Sutherland published a whitepaper describing NFN's offerings, regulations in the space, and how the work is in accordance with applicable provisions of the New Marketing Rule and relevant SEC guidance.
Nasdaq Fund Network
To download the White Paper, please provide the following information:
By filling out this form, you acknowledge that the data you have provided on this screen will be provided to the sponsor of this white paper Nasdaq Fund Network, and Nasdaq Fund Network may contact you in the future. You may opt-out of communications from the sponsor at any time.
For more information on submitting your thought leader White Paper contact: [email protected] or (781) 376-0050