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

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Date Published: May 1, 2019
Summary PowerPoint Deck: 67 Slides

Reference PowerPoint Deck: 595 Slides

The purpose of this research is to provide readers with a comprehensive understanding of separately managed accounts (SMAs), including their historical development phases, core market segments, markets & distribution channels, and future predictions. This research is incorporated into Tiburon's broader research on investable assets.

This research addresses the key phases of the emergence of separately managed accounts (SMAs), including
  • Institutional Markets Phase
  • Financial Advisors Channels Phase
  • Maturation Phase
This research highlights the core market segments of separately managed accounts (SMAs), including:
  • Institutional Markets
  • High Net Worth Cleint Accounts
  • Separately Managed Account (SMA) Programs
This research also outlines the key separately managed accounts markets & distribution channels, including:
  • Institutional Markets
  • Financial Advisor Channels
  • Self-Serve Channels
  • International Markets
This research concludes with several future predictions for separately managed accounts (SMAs), including:
  • Moderate Growth in Separately Managed Accounts (SMAs)
  • Continuing Dominance of Separately Managed Accounts (SMAs) in Defined Benefit Plans and Endowments & Foundations Markets
  • Growth in Indexed Separate Accounts
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Separately Managed Accounts (SMAs):
Dominating Institutional Markets But Lagging in Financial Advisor Markets