Separately Managed Accounts (SMAs):
Dominating Institutional Markets But Lagging in Financial Advisor Markets

Recently Released!!!
Date Published: February 2013
Comprehensive Power Point Deck: 349 Slides
Summary Power Point Deck: 43 Slides

The purpose of this research is to provide readers with an initial understanding of separately managed accounts (SMAs), including their historical development phases, core market segments, markets & distribution channels, and market predictions. .

This research addresses the three phases of the emergence of separately managed accounts, including: 
  • Institutional Markets Phase
  • Financial Markets Phase
  • Maturation Phase

    This research highlights the two market segments:

    • Segment #1
    • Segment #2

    This research also outlines the key separately managed account markets & distribution channels, including:

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

This research concludes with two predictions for the future of separately managed 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
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