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

$9,750

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Jeremy Fodaski

Jeremy Fodaski

Account Manager

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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

2020 Issues

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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
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Q2 2021 — Product Issue

Featuring:

  • Adding Value to Beta
  • Giving the People What They Want
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Q1 2021 — Models and Proprietary Programs Issue

Featuring:

  • The Model-Resistant World of Fixed Income
  • Back to the Future?
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Q4 2020 — Fee Issue

Featuring:

  • Managed Account Program Fees 2020
US MA monthly image 03

Q3 2020 — Portfolio Construction Issue

Featuring:

  • A Promise Unfulfilled
  • Making Peace with Advisor Discretion
  • The Rise of Model-Delivered: Consistently Gaining Equity Marketshare
US MA monthly image 02

Q2 2020 — COVID-19 Impact Issue

Featuring:

  • Portfolios in a Time of Pandemic
  • Managed Accounts: Moving Beyond the Wirehouses

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.

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Jeremy Fodaski

Jeremy Fodaski

Account Manager

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

Tom O'Shea, CFA

Research Director

Bio →

Tom O'Shea, CFA

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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