Cerulli’s managed account practice focuses on the fee-based advisory
industry with an emphasis on sponsors (broker/dealer firms) which offer
managed account programs and the asset managers who distribute through
their platforms. Coverage includes the five types of managed account
programs: separate account consultant, mutual fund advisory, rep as
portfolio manager, rep as advisor, and unified managed account programs.
Data is derived from our quarterly surveys—in circulation for nearly 16
years—of program sponsors and asset managers.
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