Cerulli Edge Series: U.S. Managed Accounts

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U.S. Managed Accounts Overview

This quarterly publication provides timely insights into trends within the managed accounts industry, and is 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.

Edge Issues included with this subscription

The Cerulli Edge is a series of monthly and quarterly publications that provide proprietary research and insight into asset management and distribution trends worldwide.

Issue Topic Subtitle Price
Managed Accounts: Consolidated Platforms (2019 - Q1) Consolidated Platforms The Benefits and Challenges of Consolidated Platforms

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Managed Accounts: Consumer (2018 - Q4) Consumer Managed Accounts from the Client Perspective

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Managed Accounts: Portfolio Construction (2018 - Q3) Portfolio Construction Structuring Optimal Portfolios

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Managed Accounts: Channels (2018 - Q2) Channels Channel Surfing

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Managed Accounts: Unified Advisor Platforms (2018 - Q1) Unified Advisor Platforms UAPs Coming on Strong

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