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Fiserv And The Money Management Institute Partner On UMA Industry Research

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced that it will be providing exclusive data on the managed investment solutions industry to the Money Management Institute (MMI) and Dover Financial Research. The release of this data represents an industry first and enables industry participants to track key trends within the Separately Managed Account (SMA) and Unified Managed Account (UMA) market segments. The data will help provide insight on product trends that will help wealth management firms better service their clients and grow their wealth advisory businesses. MMI will include the Fiserv data in the 4Q issue of Central, an MMI quarterly publication, and subsequent issues of Central.

“Fiserv is committed to continuing our leadership in the managed solutions industry and providing meaningful thought leadership to our clients. Given our market presence, and the more than $1 trillion in assets on our platforms, Fiserv can provide great insight into the trends and flows among the various managed solutions programs in the industry which will aid firms in business planning, product development, and client service,” said Cheryl Nash, president, Investment Services, Fiserv. “In partnering with leading, professional industry associations like the MMI and Dover Financial Research, we are able to leverage their longstanding, professional reputation of delivering quality research and insights into the trends impacting our industry.”

“MMI’s goal is to provide our members with access to the most comprehensive repository of data and analysis across all segments of the managed solutions marketplace,” said Christopher L. Davis, president of MMI. “Fiserv’s industry position and experience affords them access to a tremendous amount of data from broker-dealer sponsors, asset managers, and advisors. We are very pleased to partner with them to augment the research in our quarterly reports and deliver greater insights into the trends impacting UMA programs and the growth of model-based platforms to our member firms and the industry at large.”

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