Process Efficiency for Managed Accounts

ETF Capabilities

Home
About Us
Services Provided
ETF Capabilities
Press Room
Additional Information
Contact Us

ETFs and Portfolio Management Tools


Market Street Advisors’ system promotes the effective use of ETFs through intuitive trade order scenarios, including:


> ETFs used in place of fixed income

  • Bond-ETFs recognized as fixed-income at the security master level. This allows for allocation and compliance reporting and simplifies portfolio reviews.

> ETFs used as replacement securities

  • Swap Security: replace one security with another in a single step.
  • Single Security: replace excess cash with an ETF, automatically adjusting for account-specific cash and equity targets. This allows a group of accounts to run the same scenario.


> ETFs used to maintain market exposure when tax selling

  • Specify a reinvestment security at the time initial tax sells are generated, saving processing steps and time. Workflow ticklers are also automatically created to generate reminders once the wash/sale period has passed.

Whether equitizing cash or replacing individual fixed-income securities, Market Street Advisors' innovative features allow for effective use of ETFs. Our intuitive interface and robust system provides simple, effective solutions adaptable to many different portfolio scenarios. Click on the In Focus document to the right to find out more about Market Street Advisors' capabilities with ETFs and Portfolio Management.

Of Note:











In Focus:

ETFs & Portfolio Management

"This document will illustrate how

Market Street Advisors’ system promotes the effective use of ETFs through intuitive trade order scenarios."



External Links:


> Street One Financial

  • ETF/Options/Equities Liquidity and Trade Execution


> IndexIQ

  • The World's First Family of Hedge Fund Replication ETFs
ETFs & Portfolio Management