U.S. Managed Accounts 2018: Asset Allocation Models & Platform Consolidation

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In its sixteenth iteration, this annual report dissects the managed account marketplace, providing key business metrics gleaned from Cerulli’s managed accounts database, which has been in circulation for more than 20 years. It contains analysis and data critical to managed account asset managers and program sponsors, such as market sizing and growth projections, distribution dynamics, business practices, industry economics, proliferation of fee-based relationships among advisors and firms, developments in product design and delivery, channel-specific attributes, investor pricing, and program features.

Data comes from more than 50 interviews, and both proprietary and partnership surveys of more than 100 firms, including sponsors accounting for over 95% of managed account assets.

Reasons To Purchase:
  • Track the growth of various managed account program types, such as rep-as-portfolio-manager (RPM), unified managed accounts (UMA), and rep-as-advisor (RA) programs
  • Examine the trends in advisors’ allocation of managed account assets to various constituent products such as mutual funds, exchange-traded funds (ETFs), separate accounts, and model-delivered separate accounts
  • Gain insight into the impacts that platform consolidation, regulatory changes, and growing interest in the delivery of asset allocation models are having on program sponsors, asset managers, and advisors
  • Understand the impact of platform rationalization and how firms should respond to maintain or grow marketshare
  • Explore the rise and disruption potential of allocation model marketplaces and asset managers’ entrance into this segment
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