Model Based Traders
The very foundation of Trust’s technology is model-based trading, providing the ability to trade an entire account base in a matter of seconds, and be ready for the next action a moment later. The Trust platform, recognized as the most advanced model-based trading platform available in the market, offers efficiencies not found in any other combination of third-party software and custodian. It streamlines your trading workflow and eliminates data transfers and reconciliations, ultimately enhancing your productivity.
The efficiencies gained by using the Trust platform allow you to trade on your terms and to capitalize on immediate market developments. Along with the freedom to trade, you can reduce your costs, limit your staffing requirements, and still grow unbounded.
Multiple Models, Single Account
On the Trust trading platform, an account can hold an unlimited number of investment models. With multiple models, you can fine-tune allocations at the account level to meet individual client needs, while maintaining the operational efficiencies of model-based trading.
Establishing and maintaining a blend of investment models for a client is made easy. Multiple models in a single account simplifies rebalancing at the account-level, tracking client-level performance, and generating consolidated reports.
With fewer accounts to track, fewer accounts to open for new clients, and fewer errors to make by reducing or even eliminating manual calculations, multiple models in a single account streamlines operations and reduces the effort to maintain client accounts.
And at the client level, your client receives a consolidated statement and online access, which helps them stay focused on the big picture.
Composite Models
Composite models allow you to build a blended strategy made up of a combination of individual standard models.
Composite models can simplify strategy management. One typical use is to define standard models to represent a group of assets that meet a tactical objective, such as Small Cap Growth, Large Cap Value, or International. Then you can create composite models by combining one or more tactical models to represent each investment strategy, such as Aggressive, Moderate, or Conservative. Finally, you can associate each client account to one or more composite models.
Composite models make it easy to adjust a strategy within a group of client accounts. You merely change the percentages in the composite model and the allocations automatically adjust in each client account when you rebalance.
Model Tactics
A Model Tactic is a variation of a model. Each variation has a unique definition – either different securities or different allocations – to meet a specific client need. The tactic can then be assigned to an account in an investment model, allowing the model to be tailored to that client’s unique need.
Two types of Model Tactics ensure the flexibility you need to reach your investment goal. At the account level, you may use tactics to hold different cash positions for different clients based on their distribution needs or to have single stock exclusions for select clients.
As a template, you can use Model Tactics to apply different allocation variations for different market conditions or to build possible tactic changes for consideration and then easily implement one across all accounts in the model based on a market event.
The applications for Model Tactics are as vast as there are types of investment advisors. A summary of Model Tactics benefits include:
• Keep people in the same model strategy while allowing for flexibility to handle small variances based on client needs.
• Easily switch between pre-defined variations of a strategy.
• Apply different tactics to different accounts within the same model.
• Effortlessly segment accounts for trading purposes, since rebalancing occurs at the tactic level.
• Maintain model-level performance since it includes the accounts in all tactics within the model.
