Multiple series trust: Platform solution for managing mutual funds
Our multiple series trust platforms provide a cost-effective means of operating a mutual fund.
A multiple-series trust is an open-end mutual fund authorized to create an unlimited number of series, or separate portfolios, within the trust. Portfolios in the trust enjoy a variety of benefits compared to standalone mutual funds, including lower costs as a result of shared expenses across funds in the trust.
Whether you have an existing fund or are planning to start one, our experts will help you capitalize on the benefits of participating in a multiple series trust..
- Focus on managing your money, growing assets and maintaining your brand, while the trust’s administrators coordinate service providers, handle board and chief compliance officer (CCO) communication, and serve as trust secretary
- Access cost-effective means to manage funds with lower overhead due to sharing a board of trustees, CCO, independent public accountant and fund counsel, etc., at pre-negotiated rates
- Enjoy the simplicity and convenience of having your mutual fund administrator, fund accountant, transfer agent, board of trustees, fund auditors, legal counsel and other service providers already in place