Introducing ITU Investing: the first ITU research platform dedicated to investment professionals


CHICAGO–(COMMERCIAL THREAD) – UIT Investing â„¢, Inc., a registered investment advisor based in Chicago, Illinois, today announced the launch of the first open-ended investment trust (UIT) research platform available at public.

ITU Investing offers financial advisers, investment advisers, research analysts and portfolio managers – as well as individual investors – full access to a library of detailed and comprehensive research reports on ITU strategies.

Each report, offered to clients for a monthly subscription, will have an individual rating of 1 to 5 stars in each of three categories: 1. performance, 2. risk and 3. expense. The performance and risk categories are rated over three periods – 3, 5 and 10 years (if applicable). The expenditure assessment compares the overall expenditure of the ITU offering on a fixed scale.

“ITUs are an underutilized investment product that does not receive the exposure and attention that other packaged products such as mutual funds, closed-end funds and exchange-traded funds,” said Randy Watts, a seasoned investment expert and co-founder of ITU. CEO of ITU Investing. “Nonetheless, the ITU industry is a multi-billion dollar asset industry and many advisers who direct their clients’ assets to these investments need a place to quickly and easily retrieve information and information. detailed ITU assessments. ”

ITU Investing’s proprietary research portal, report format and rating system are unique among investment research services. Company research reports provide detailed information on the investment objective and security selection strategy of each trust, and describe the various assets within the trust.

“Our assessments are based on hard data,” Watts said. “The numbers don’t lie and that’s why we take a quantitative approach to our research. Sponsor factsheets and offering documents typically include a listing and weighting of all trust securities, but our ratings are what make our research invaluable to ITU investors. Our state-of-the-art software and algorithms are specifically designed to analyze and evaluate ITUs, and our goal is to become the preeminent source of information, analysis and evaluation of ITUs.

ITU Investing offers two levels of service. A free subscription (no account required) allows clients to view basic UIT information, such as a general description of the trust, the classification of the trust and its investment objectives. Their “Professional” level subscription is chargeable and offers unlimited access to detailed, multi-page reports, as well as exclusive company ratings for each ITU it covers.

The ITU Investing leadership team is made up of Randy and Paul Watts. Randy has 12 years of experience in the ITU industry, including stints with large and small sponsors of investment trusts such as Van Kampen Investments, Matrix Capital Group, Incapital and Nuveen Investments. Paul has been building technology and leading development teams for nearly 20 years, and has held leadership roles in several venture-backed companies. More information can be found at
or by sending an email to [email protected]

About ITU Investing

UIT Investing, Inc., combines modern technology, specified data and custom formulas to provide accurate and reliable mutual fund analysis for investment analysis. Our analyzes allow financial professionals and investors to make more informed investment decisions when investing in mutual funds.

© 2018 UIT Investing, Inc. All rights reserved. ITU Investing, Inc., an investment advisor registered with that state of Illinois. This document does not constitute an offer to sell or a solicitation of an offer to buy securities. Investors should read and fully understand the product prospectus before investing. All investments involve some degree of risk and there can be no assurance that an investment will provide positive performance over any period. Past performance is no guarantee of future results and should never be taken into account when making an investment decision or recommendation.


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