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
$10,000
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Jeremy Fodaski
Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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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
Q3 2022 — The Products Issue
Featuring:
- The State of Fixed-Income Managed Accounts
- The Surprising Resilience of Rep-as-Advisor Platforms
Q2 2022 — The Platforms Issue
Featuring:
- UMAs: From Program to Platform
- The 2022 Shopping List for Managed Account Sponsors
Q1 2022 — Evolving Technology Issue
Featuring:
- Beyond Beta: The Emergence of Personalized Separately Managed Accounts
- Three Decades of TAMPs
Q4 2021 — Fees Issue
Featuring:
- Understanding Managed Account Fees
Q3 2021 — Platform Consolidation and Customization Issue
Featuring:
- Customization and Consolidation Working Hand in Hand
- Separate Accounts Go Back to Their Roots
- Slow and Steady Wins the Race: The Movement toward a Consolidated Platform
Q2 2021 — Product Issue
Featuring:
- Adding Value to Beta
- Giving the People What They Want
Gain Access
U.S. Managed Accounts Edition
The Cerulli Edge is the best way to stay up to speed on what’s happening across the global asset and wealth management industries.
Buy Now
Jeremy Fodaski
Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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.
Tom O'Shea, CFA
Research Director
Bio →
Tom O'Shea, CFA
Research Director
Tom has over 20 years of experience in the financial services industry. Prior to joining Cerulli, Tom was an Investment Product Manager at Fidelity’s Global Asset Allocation Division, where he played a leadership role in the ongoing development of Fidelity Personalized Portfolios, Fidelity’s Unified Managed Account (UMA) for retail customers. He also led the investment managers in creating the Breckenridge Municipal Portfolio, Fidelity’s first separate account for consumers managed by a third party. Before working on the retail side of Fidelity, Tom built and led the team that developed Fidelity’s Separate Account Network for registered investment advisors (RIAs), and his group partnered with a third party wrap sponsor to create Managed Account Resources, a UMA platform for RIAs.
Tom began his career in high tech, working in sales, business development, and product management at a number of software firms, including Lotus Development Corporation.
Full biography here.
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