Daily Point 2158 - Unified Managed Account (UMA)

 

The Banking Tutor

                                 Daily Point 2158

Unified Managed Account (UMA) 

A unified managed account (UMA) is a professionally managed private investment account that can include multiple types of investments all in a single account. 

Investments may include mutual funds, stocks, bonds, and exchange-traded funds. 

Unified managed accounts are often rebalanced on a specified schedule.

Sekhar Pariti

+91 9440641014