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
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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
Q1 2025 — The Direct Indexing Issue
Featuring:
- Examining the Direct Indexing Landscape
Q4 2024 — The Fees Issue
Featuring:
- Managed Account Program Fees 2024
Q3 2024 — The Fiduciary Priorities Issue
Featuring:
- A Fiduciary Focus
- Platform Product Priorities
Q2 2024 — The Strategic Priorities Issue
Featuring:
- Managing Priorities
- Trading Up
Q1 2024 — The Advised vs. Unadvised Investor Issue
Featuring:
- Finding the Right Fit
- Differentiating Features
Q4 2023 — Fees Issue
Featuring:
- Managed Account Program Fees 2023
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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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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
Research Analyst
Bio →
Michael Manning
Research 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
Senior Director, Editorial, Data Analytics, and Managed Accounts
Bio →
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
Senior Director
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Scott Smith
Senior 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.
Hannah Curtis
Analyst
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Hannah Curtis
Analyst
Hannah is an analyst in the Wealth Management practice at Cerulli, specifically working in Managed Accounts. She contributes to the Managed Accounts annual report and The Cerulli Edge series, providing quantitative support to both.
Prior to joining Cerulli, Hannah worked as a Finance Analyst at Audley Travel, where she provided analysis for improvement of business processes, sales metrics, and employee productivity measures. She graduated from Wesleyan University with a Bachelor of Arts in Economics and a minor in Data Analysis.
Full biography here.
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