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
Senior 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
Q1 2023 — The Integrating Alternatives Issue
Featuring:
- Less Liquidity: Sponsors Consider Alternatives
- Portfolios within Portfolios: Separate Accounts Inside Models
Q4 2022 — Fees Issue
Featuring:
- Managed Account Program Fees 2022
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
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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.
Buy Now
Mason Gillespie
Senior 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.
Matt Belnap
Associate Director
Bio →
Matt Belnap
Associate Director
As an associate director, Matt plays a critical role in developing research across the retail financial services spectrum, including wealth management, managed accounts, and product development. Matt contributes to nine Cerulli reports across three research practices and manages The Cerulli Edge—U.S. Advisor quarterly publication.
Matt began his career in financial services at Eaton Vance investment management, serving in a variety of roles, ranging from shareholder services, to institutional marketing, and in competitive analysis seeking strategic distribution opportunities.
Full biography here.
Michael Manning
Analyst
Bio →
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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