Platform services provider OneVue has enhanced the separately managed account (SMA) on its investment platform.
The enhancement means the OneVue SMA now offers portfolio blocking – the ability to delay reporting on the specific holdings in a portfolio mandate, according to chief executive Connie McKeage.
She said the feature would make the SMA services operated by OneVue on behalf of its clients more attractive to fund managers as a distribution channel.
“We know fund managers are concerned about protecting their intellectual property, and OneVue’s portfolio blocking feature allows them to choose exactly when to disclose their underlying investments.”
