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

$10,000

US Managed Accounts edge hero image

Buy Now

Jeremy Fodaski

Jeremy Fodaski

Account Manager

Request Sample

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

Europe Edge Quarterly Images 01

Q3 2022 — The Products Issue

Featuring:

  • The State of Fixed-Income Managed Accounts
  • The Surprising Resilience of Rep-as-Advisor Platforms
US MA monthly image 04

Q2 2022 — The Platforms Issue

Featuring:

  • UMAs: From Program to Platform
  • The 2022 Shopping List for Managed Account Sponsors
US MA monthly image 03

Q1 2022 — Evolving Technology Issue

Featuring:

  • Beyond Beta: The Emergence of Personalized Separately Managed Accounts
  • Three Decades of TAMPs
US MA monthly image 02

Q4 2021 — Fees Issue

Featuring:

  • Understanding Managed Account Fees
US MA monthly image 01

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
US USMPT monthly image 05

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

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.

You May Also Be Interested In

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.