Featured White Papers from Nasdaq Fund Network

Nasdaq Fund Network (NFN) offers fund data services that deliver transparency to investible products by making the performance and valuation data for investment products discoverable to one million-plus institutional investors daily, delivering transparency to ensure professionals and non-professionals can make more informed decisions with their assets.

Memorandum regarding SMAs/UMAs/Model Portfolios and the Nasdaq Fund Network

April 18, 2022

The Nasdaq Fund Network (NFN) recently announced the launch of model portfolios, separately managed accounts (SMAs) and unified managed accounts (UMAs) on the platform. The registration of model portfolios and managed accounts on NFN make them searchable on market data platforms, financial web portals and other similar media. Eversheds Sutherland published a whitepaper describing NFN's offerings, regulations in the space, and how the work is in accordance with applicable provisions of the New Marketing Rule and relevant SEC guidance.

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