External Mutual Funds and ETFs

External Mutual Funds

Investors who wish to access additional global mutual fund providers through their LOM account in a simple and easy manner have access to the universe of mutual funds offered by top fund families. LOM has direct dealing relationships with Fidelity Worldwide, Schroders, Franklin Templeton, PIMCO and GAM(Global Asset Management).

LOM’s unique open-architecture platform allows for comprehensive consolidated reporting of all investment holdings, whether a portfolio holds individual securities or numerous specialty funds in different currencies. LOM’s systems allow for a portfolio to be reported in the client’s base currency of choice.

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Exchange Traded Funds (ETFs)

We offer full access to all major global exchange trade Funds through LOM’s in house trading system.  Clients are able to build their own portfolio using Exchange Traded Funds (ETFs) in the currency and market of their choosing. Whether they want to trade Asian or European ETFs they enjoy around the clock access to place market orders.

ETFs offer a way for clients to actively direct their accounts and focus on particular sectors and countries they think will perform well and not have to choose individual stocks or securities. Investors are able to access iShares, Market Vectors, Wisdom Tree, Direxion and other ETF families.

An ETF is a mutual fund that has listed on an exchange and can be traded instantly rather than waiting for daily or weekly redemptions like traditional mutual funds.  ETFs are popular as they allow investors to take Macro positions in different sectors and countries.  ETF tend to be liquid and can be actively managed but most are indexed or passively managed to their designated sector.