Separately Managed Account (SMA) Programs:
Rapid Growth & the Re-Emergence of Centralized Programs

Recently Released!!!
Date Published: April 30, 2019
Summary PowerPoint Deck: 49 Slides

Reference PowerPoint Deck: 455 Slides

The purpose of this research is to provide readers with a comprehensive understanding of separately managed account (SMA) programs. 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 as well as its coverage of separately managed accounts (SMAs).

This research addresses the market size and leaders in separately managed account (SMA) programs.

And this research makes several future predictions for separately managed account (SMA) programs, including:
  • Slow Growth for Separately Managed Account (SMA) Programs
  • Increase Usage of Model Portfolios
  • Declining Fees fo Separately Managed Account (SMA) Programs
  • Moderate Manager Opportunities
  • Incorporation of Alternative Investments
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