The dynamic nature of today’s global financial markets and the complex regulatory environment may require sophisticated advisers like pension consultants, private wealth management firms, third party platform providers and broker dealers to access unique investment strategies requiring a custom mutual fund solution. Many of the traditional mutual funds available today may not consistently meet the complex needs of fiduciaries and their clients.

Our experience in the mutual fund industry has provided us with the insight into the development and construction of innovative investment solutions required for solving the unique needs of your clients. DundeeWealth US works closely in the conceptual development and will assist in structuring a strategy which best meets your needs. This may include working with outside vendors in the mutual fund industry who are specifically skilled in structuring and solving complex customization issues.

We partner with fiduciaries and financial intermediaries to collectively source investment capabilities and strategies that are aimed at providing superior alpha generation in concert with structuring the regulatory product structure necessary for meeting your client’s needs. Our approach to building custom mutual fund solutions is designed to balance alpha generation, fiduciary oversight and financial impact.

One of the primary advantages of a strategic business relationship with DundeeWealth US is our collective experience with regard to “customized mutual fund solutions”. We have found the desire to build a custom mutual fund solution is driven by solving a complex client need, operational efficiency problem or a new channel of business growth.

As the markets have become more complex, the mutual fund structure can offer sophisticated clients a unique vehicle with substantial regulatory oversight and potential unique flexibility. Often the problem affecting one client may be more wide spread and the pooling function of a mutual fund can bring substantial economies of scale.

Managing and operating efficiently in today’s marketplace is critical for fiduciaries and their respective clients. As client needs become more complex, the financial strain can be offset by the unique benefits of a commingled strategy. Often a mutual fund can offer one of the most efficient vehicles for increasing operational leverage thus improving profitability and reducing costs and expenses for the firm’s clients.

As we move toward globalization, new and exciting growth opportunities are emerging everyday for fiduciaries and financial intermediaries. Past barriers to growth are falling with introduction of new technology and the ever changing competitive landscape. Customization can offer a differentiated value proposition and expansion of new business opportunities.

Single Asset Class i.e. Emerging Markets Hybrid Funds Passive Core/ Active Satellite Multiple Manager	Risk Based Asset i.e. Emerging Markets Active Passive Core/ Active Satellite Passive ETF's
Global Asset Fund Allocation Active Passive Core/ Active Satellite Passive ETF's	Target Date Retirement Funds Active Passive Core/ Active Satellite Passive ETF's
Alternative Strategies 130/30 Long/Short Absolute Return	Hybrid Funds Specialized Balanced Strategic Broad Asset Class Sector Region Trend