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Vestmark

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Luminaries 2025

Investment Management

Luminaries 2025 Impact Statement

Vestmark has integrated fixed income into its VAST Unified Managed Account (UMA) platform. This enhancement allows advisors to manage equity and fixed income strategies in a single account — eliminating the need to maintain separate portfolios and enabling comprehensive tax, risk and allocation management across the full portfolio. Previously, fixed income strategies were siloed from equity sleeves, requiring manual oversight and limiting tax efficiency. Vestmark changed that by embedding fixed income managers into the same multi-discretionary structure as equities, coordinated through VAST’s tax-aware overlay. Advisors and overlay managers now gain unified portfolio visibility, streamlined workflows and real-time alerts — all without compromising manager discretion.