Cerulli Lodestar: Managed Accounts

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Get access to this subscription including all modules listed below.

Managed Accounts Overview

This subscription captures more than 20 years of Cerulli research from managed accounts program sponsors and asset managers, including data tracked on a quarterly basis from more than 200 individual managed account programs. Cerulli’s quarterly managed accounts surveys are the industry’s longest running and most reliable source for benchmarking data, market sizing, and trend analysis.

Reasons To Purchase:
  • Analyze data using more than 15 filters, including program type, year, channel, asset class, discretion, fees, and investment vehicle
  • Assess top firms and their changing marketshare
  • Build customized asset projections by program for up to five years into the future
  • Create customized distribution opportunity rankings by firm
  • Examine firm-specific information
Modules Description
Overview Provides a broad view of the managed accounts industry, including industry assets, channel breakdown, program type breakdown, and top managed account program sponsors. It is a great way to see what the industry trends are and which program types are growing the fastest. It also allows the user to review and compare key attributes across program type including average account sizes, fees and flow information.
Firm Profile Examines firm specific information allowing users to compare firm assets and growth rates against other firms over time, Additionally users can view the makeup of firms by program type, discretion, and packaging.
Programs Provides granular data on individual program types including assets and growth, flows, account size, fees, number of accounts, etc. This module also allows the user to view leaderboards for each program type.
Separate Account Asset Managers This module explores the overall asset allocation of the traditional separate account market. In addition, users can explore the historical marketshare and the top-five managers of each asset class.
Appendix Provides an overview of the methodology used to gather data within this subscription, definitions for program types and channels, and a description of our proprietary opportunity index weightings.