Definition of Terms Used in Reporting

A Managed Account Platform...

A Managed Account Platform supplies a “Managed Account” in the context of simple, investable funds.

A Managed Account...

... is an escrow account. An Asset Manager applies the relevant trading strategy to this account, whereby he has only a limited power of attorney to carry out his transactions. No capital is transferred.

Managed Accounts enable professional investors to optimise the risks, returns and dynamics of their investment decisions.

 

Transparency and control offered by Managed Accounts