An open architecture environment for tailored strategies.
Insigneo provides an open architecture environment without pushing institutional products. This freedom allows you to build strategies that are true to your clients and your specific business model with the support of our global research and product capabilities.
Features and benefits
- True open architecture: Build investment strategies focused entirely on client needs without the pressure of proprietary institutional products.
- Discretionary multi-asset portfolio model: Access a discretionary portfolio model designed to support efficient account management.
- Research: Leverage institutional-grade research and findings to inform your investment strategies.
- Fund due-diligence and selection focus lists: Access curated lists for Funds, ETFs, and Fixed Income to streamline your implementation.
- Alternative and lifestyle investment products: Differentiate your practice with access to vintage PE vehicles, impact investment vehicles, and non-traditional lifestyle funds.
- Multi-custody: Choose from industry-leading custodians to suit specific client jurisdictional and service needs.
- Dedicated support team: Scale your practice with a 26-person team specializing in products, trading, research, and data science.