While the ETF asset pool continues to grow (topping $8.1 trillion in the U.S. as of December 2023), advisers are also seeing increases in assets raised via Separately Managed Accounts (SMAs). According to Cerulli Associates, there is about $2 trillion in SMA account assets, up 14.1% from $1.72 trillion in assets in 2022, and assets in these accounts are projected to reach $2.9 trillion by 2026.2 Investors are clearly becoming more and more aware of the advantages to these types of accounts. They receive customized strategies, often get a high level of personal attention from their money managers and have the ability to see all of their specific holdings in one statement.
Blog Categories
- Back-Office Services
- Blog
- Client-Centric
- Collective Investment Trusts
- Compliance
- Cyber Security
- Data Management
- Distribution
- Exchange-Traded Funds
- Fund Structure
- Hedge Funds
- Interval Funds / Alternative Funds
- Legal Fund Administration
- Liquid Alts
- Managed Account Platforms
- Management Company
- Middle Office
- News
- Private Funds
- Public Plans
- Registered Funds
- Regulatory
- Series Trust
- Technology and Innovation
- Uncategorized
See more
Want to Know More?
Interested in learning more about our solutions? We want to hear from you.
Institutional Strength | Boutique Service
About Us
Our Services
Resources
The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.
