The Cerulli Edge

U.S. Managed Accounts

Connect with the U.S. Managed Accounts Industry

  • Assess how managed account sponsors are streamlining the advisor experience using simplified, open-architecture platforms and the implications for asset managers
  • Evaluate opportunities for managers beyond the wirehouse channel
  • Understand the opportunity set for direct index separately managed accounts (SMAs) and fintech solutions that permit mass customization

$21,000

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Mason Gillespie

Mason Gillespie

Associate Director, Account Management

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Explore the Publication

Access timely insights into trends within the managed accounts industry based on Cerulli’s Quarterly Managed Accounts Survey, which has been in circulation for more than 20 years. This publication addresses retail fee-based distribution opportunities for mutual funds, ETFs, and separate accounts.

Quarterly

Latest Issues

Products

Q1 2024 — The Advised vs. Unadvised Investor Issue

Featuring:

  • Finding the Right Fit
  • Differentiating Features
Platforms

Q4 2023 — Fees Issue

Featuring:

  • Managed Account Program Fees 2023
US Managed Accounts Q1 2022

Q3 2023 — The Advisor Discretion Issue

Featuring:

  • Discretion Preferences
  • Process Improvement
MAE 2 Q 2023

Q2 2023 — The State of the Industry Issue

Featuring:

  • The State of SMA Asset Managers
  • The State of SMA Sponsor Firms
MAE 1 Q 2023 Image

Q1 2023 — The Integrating Alternatives Issue

Featuring:

  • Less Liquidity: Sponsors Consider Alternatives
  • Portfolios within Portfolios: Separate Accounts Inside Models
US Managed Accounts Q4 2022

Q4 2022 — Fees Issue

Featuring:

  • Managed Account Program Fees 2022

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U.S. Managed Accounts Edition

The Cerulli Edge is the best way to stay up to speed on what’s happening across the asset and wealth management industries.

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Mason Gillespie

Mason Gillespie

Associate Director, Account Management

Our Experts

Meet the Team

Powering insights that inform strategic business decisions, this team is devoted to understanding and analyzing changes in asset flows, uncovering technology shifts, and advising clients on product and business opportunities.

Michael Manning

Michael Manning

Analyst

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Michael Manning

Michael Manning

Analyst

Michael is an analyst in the Wealth Management practice at Cerulli, specifically working in Managed Accounts. He is a contributor to the U.S. Managed Accounts annual report and The Cerulli Edge series, providing quantitative and qualitative analyses. He also supports various consulting projects within the Wealth Management practice.

Prior to joining Cerulli Associates, Michael started his career as a financial analyst at Granite Telecommunications where he created quote proposals and developed special pricing analyses in response to customer needs.

Full biography here.

Jen Feugill

Jen Feugill

Senior Director, Editorial, Data Analytics, and Managed Accounts

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Jen Feugill

Jen Feugill

Senior Director, Editorial, Data Analytics, and Managed Accounts

Jen is primarily responsible for the integrity of data and data presentation across all U.S. publications and presentations. She oversees the development and execution of Cerulli’s interactive data platform, including Interactive Report Dashboards (IRDs). She works closely with Cerulli’s data team, collaborating on dashboard visualization, data automation projects, and data strategy. Jen began her tenure at Cerulli Associates as an analyst focusing on managed accounts.

Prior to joining Cerulli, Jen worked as a Business Analyst at BTM Capital Corp. Her responsibilities included assisting in the operational aspects of system administration and providing ongoing quality assurance analysis on data related to multiple groups in the operations department. 

Full biography here.

Scott Smith

Scott Smith

Director

Bio →

Scott Smith

Scott Smith

Director

With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.

Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.

Full biography here.

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