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Rating:A TAMP Dives into the Fund Biz Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 10, 2017

A TAMP Dives into the Fund Biz

Reported by Katy Golvala

Jeff Raupp, director of investments at Brinker Capital, is bringing the $19 billion TAMP into the asset management space with the launch of ten subadvised mutual funds.

Jeff Raupp
Brinker Capital
Director of Investments
"From a packaging standpoint, it's a little bit of a change ... What we're delivering on and what we offer is really the same as what we've been doing, but we're trying to do it in a more efficient format," Raupp tells MFWire.

Brinker's $9.3 billion model portfolio program, Destinations, will now use the proprietary funds instead of third-party offerings. However, many of Brinker's current third-party manager partners will subadvise the funds.

Raupp says Brinker has been considering launching proprietary funds for almost ten years and decided to launch now because it provides a good way to comply in the fiduciary era. The launch also expands the universe of Brinker's potential partners, increases its access to asset managers, and allows the firm to create more tailored solutions for clients.

"One of our key things is blending passive and active in our portfolios and this format gives us more flexibility in how we do that," says Raupp.

In total, Brinker is working with around 20 different managers, representing 28 different underlying strategies, across the ten funds. Each fund has anywhere from one to six subadvisors.

DoubleLine, one of Brinker's largest and longest-running partners, serves as one of the key subadvisors for the funds.

"When we hired them, the team was at TCW. When they created DoubleLine, we moved with them. We really recognized that Jeff Gundlach and his team were the important part of the strategy when they moved," explains Raupp.

Brinker's funds are available on Fidelity and Pershing's institutional NTF platforms, exclusively for advisor use.  

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