Federated MDT provides investment management services using a quantitative investment process. This involves portfolio selection, trading, and model construction. The firm manages separate accounts, managed accounts, investment companies, pooled investment vehicles, and proprietary accounts. Federated MDT's services are tailored to the individual needs of clients, and they permit reasonable restrictions on investments.
Fee Structure
Federated MDT charges a percentage of your portfolio each year. The exact percentage depends on the investment strategy and the amount of assets managed. For example, for All Cap Core, Large Cap Growth, and Large Cap Value strategies, the fee is 0.70% on the first $5 million, decreasing to 0.35% for amounts over $100 million. These fees are typically paid quarterly.