Separately Managed Account (SMA) Programs:
Renewed Growth Due to Growing Popularity of Direct Indexing
Recently Released!!!
Date Published: March 19, 2024
Summary PowerPoint Deck: 105 Slides
Reference PowerPoint Deck: 643 Slides
The purpose of this research is to provide readers with a comprehensive understanding of separately managed account (SMA) programs. This research includes a history of separately managed account (SMA) programs, an analysis of the market growth and leading firms, and future predictions for the market. 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 starts with a context setting chapter, and then addresses the key history phases of separately managed account (SMA) programs, including:
And this research makes several future predictions for separately managed account (SMA) programs, including:
Date Published: March 19, 2024
Summary PowerPoint Deck: 105 Slides
Reference PowerPoint Deck: 643 Slides
The purpose of this research is to provide readers with a comprehensive understanding of separately managed account (SMA) programs. This research includes a history of separately managed account (SMA) programs, an analysis of the market growth and leading firms, and future predictions for the market. 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 starts with a context setting chapter, and then addresses the key history phases of separately managed account (SMA) programs, including:
- Unique Offer Phase
- Mutual Fund Advisory Program Challenges Phase
- Unified Managed Account (UMA) Program Replacement Phase
- Direct Indexing Emergence Phase
And this research makes several future predictions for separately managed account (SMA) programs, including:
- Renewed Growth of Separately Managed Account (SMA) Programs Due to Growing Popularity of Direct Indexing
- Moderate Growth for Separately Managed Account (SMA) Programs
- Fastest Growth in Models Based Trading Method
- Renewed Growth in Dual Contract Programs Due to Portability
- Declining Fees for Separately Managed Account (SMA) Program Sponsors
- Declining Fees for Manager Participants
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Tiburon members can view the most recent Tiburon Webinar, download the summary or reference PowerPoint presentation, and/or listen to the most recent Tiburon podcast featuring leading Tiburon member CEOs by clicking on the buttons below:
If you require a Tiburon username & password to access Tiburon Webinars, Tiburon Written Research, or Tiburon Podcasts, please click here.
Non Tiburon Members:
Non-Tiburon members can purchase the most recent Tiburon Webinar & summary PowerPoint presentation by clicking on the button below:
Media Access:
Members of the media who would like access to the Tiburon Webinar, Tiburon Written Research, and/or Tiburon Podcast should send an email to Sarah Sage.