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

$20,500

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Mason Gillespie

Mason Gillespie

Senior 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

Latest Issues

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
Products

Q3 2022 — The Products Issue

Featuring:

  • The State of Fixed-Income Managed Accounts
  • The Surprising Resilience of Rep-as-Advisor Platforms
Platforms

Q2 2022 — The Platforms Issue

Featuring:

  • UMAs: From Program to Platform
  • The 2022 Shopping List for Managed Account Sponsors

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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 global asset and wealth management industries.

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Mason Gillespie

Mason Gillespie

Senior 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.

Michael Manning

Michael Manning

Analyst

Bio →

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.

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