Advisors Asset Management (AAM) has partnered with International Strategy and Investment (ISI) to launch a new unit investment trust (UIT) called the American Renaissance Portfolio, Series 2013-1.
Under the partnership, ISI, the money management arm of International Strategy & Investment Group, will act as the UIT’s portfolio consultant, selecting stocks that benefit from the firm’s three American Renaissance economic growth drivers.
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The deal will allow ISI to offer investors with a timely and cost-efficient opportunity to take advantage of promising trends in the US economy.
Previously, AAM has teamed up with investment firms including Navellier & Associates, Cutwater Asset Management, Bahl & Gaynor and HIMCO to offer UIT strategies to a wider investor base.
Richard Stewart, senior vice president of UITs at AAM. "This is the latest example of our commitment to teaming up with best-in-class managers to ensure investors receive access to high-quality, sophisticated investment strategies."
Bernhard Koepp, senior managing director at ISI and portfolio consultant of UIT, said: "We are pleased to partner with AAM to bring some of our best ideas to the retail investment community. The American Renaissance UIT is ISI’s first pure equity-oriented portfolio offered to the public and fits well into AAM’s strong line-up of portfolios based on independent ideas."
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