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

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Q1 2023 — The Integrating Alternatives Issue

Featuring:

  • Less Liquidity: Sponsors Consider Alternatives
  • Portfolios within Portfolios: Separate Accounts Inside Models
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Q4 2022 — Fees Issue

Featuring:

  • Managed Account Program Fees 2022
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Q3 2022 — The Products Issue

Featuring:

  • The State of Fixed-Income Managed Accounts
  • The Surprising Resilience of Rep-as-Advisor Platforms
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Q2 2022 — The Platforms Issue

Featuring:

  • UMAs: From Program to Platform
  • The 2022 Shopping List for Managed Account Sponsors
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Q1 2022 — Evolving Technology Issue

Featuring:

  • Beyond Beta: The Emergence of Personalized Separately Managed Accounts
  • Three Decades of TAMPs
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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.

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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.

Matt Belnap

Matt Belnap

Associate Director

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Matt Belnap

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

Michael Manning

Analyst

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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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