Index Separate Accounts:
Dominating Institutional Markets But Lagging in Financial Advisor Markets

Recently Released!!!
Date Published: August 9, 2017
Summary Power Point Deck: 34 Slides
Reference Power Point Deck: 532 Slides


The purpose of this research is to provide readers with an comprehensive understanding of index separate accounts, including their historical development phases, core market segments, markets & distribution channels, and market predictions.

This research addresses the three phases of the emergence of index separate accounts, including: 

  • Institutional Markets Phase
  • Financial Advisors Markets Phase
  • Maturation Phase

    This research highlights the two market segments, including:

    • Segment #1
    • Segment #2

    This research also outlines the key index separate accounts markets & distribution channels, including:

    • Institutional Markets
    • Financial Markets
    • Self-Serve Channels
    • International Markets

This research concludes with three predictions for the future of index separate accounts, including: 

  • Continuing Dominance of Separately Managed Accounts in Defined Benefit and Endowments & Foundations Markets
  • Moderate Growth in Separately Managed Accounts in Financial Advisor Markets
  • Growth in Indexed Separate Accounts
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