UIT Investing, Inc., combines modern technology, specified data, and customized formulas to deliver accurate and reliable analytics of unit investment trusts for investment analysis. Our analytics allow financial professionals and investors to make more informed investment decisions when investing in unit investment trusts.

UIT Investing is the first research platform to provide investment ratings and comparative analysis of the unit investment trust market and is a go-to resource for information and quantitative analysis of the current unit investment trust offerings.

Because of their unique structures, often involving shorter terms and complex holdings, as well as the significant depth of the market, UITs are generally not reviewed by mutual fund research services, such as Lipper, Value Line, or Morningstar. In addition, portfolio monitoring software is not designed to evaluate UIT portfolios. This makes evaluating UITs onerous, and poses unique challenges for finance profession...
UIT Investing, Inc., combines modern technology, specified data, and customized formulas to deliver accurate and reliable analytics of unit investment trusts for investment analysis. Our analytics allow financial professionals and investors to make more informed investment decisions when investing in unit investment trusts.

UIT Investing is the first research platform to provide investment ratings and comparative analysis of the unit investment trust market and is a go-to resource for information and quantitative analysis of the current unit investment trust offerings.

Because of their unique structures, often involving shorter terms and complex holdings, as well as the significant depth of the market, UITs are generally not reviewed by mutual fund research services, such as Lipper, Value Line, or Morningstar. In addition, portfolio monitoring software is not designed to evaluate UIT portfolios. This makes evaluating UITs onerous, and poses unique challenges for finance professionals trying to meet compliance standards, avoid unsuitability risks, and make well-informed investment recommendations.

We launched UIT Investing to change all that. UIT Investing is the only dedicated resource for comprehensive, proprietary UIT research and performance evaluation designed to help finance professionals and investors better understand and utilize UITs.

UIT Investing created customized algorithms to produce research for the UIT structure only. The algorithms utilize a defined process to re-create an invested return of a strategy based on the rollover process that traditional investors typically follow when investing in a UIT strategy for long periods of time and over multiple series of the strategy. This process provides an actual invested return of a strategy over 3, 5, or 10 year time periods.

UIT Investing’s best-in-class research is based on a proprietary ratings system (the UIT Investing Ratings™) that measures and compares UIT risk-adjusted performance and primary expenses to provide a forward-looking assessment of UIT investment opportunity.

The company uses a quantitative approach to weigh key UIT performance drivers, or categories (including returns, risk metrics and expenses) and evaluates them in a proprietary model. Each category is assigned an individual star rating, which are then compiled to develop an overall star rating.

Better UIT Research Drives Better Decisions.
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Employees

Randy Watts
Admin
Randy Watts CEO A UIT Industry expert with deep expertise in both the management level and operational details of the UIT business.