The purpose of this research is to provide readers with a comprehensive understanding of unified managed account (UMA) programs, which are centralized programs which allow for the use of separately managed accounts, open-end mutual funds, and exchange traded funds (ETFs). This research includes an analysis of the market growth and leading firms. This research is part of Tiburon's broader coverage of managed account programs and its even broader coverage of financial products & services.
Market Size & Leaders
This research addresses the market size and leaders in unified managed account (UMA) programs, providing detailed statistics on the leading programs and firms driving growth in this segment.
Future Predictions
This research makes several future predictions for unified managed account (UMA) programs, including:
- Continuing Early Use Primarily for Unique Customization Needs
- Moderate Growth for Unified Managed Account (UMA) Programs
- Ultimately to Become the De Facto Platform for All Managed Account Programs