Managed Accounts 2013: Moving Toward a Single-Platform Environment

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This annual subscription-based report, in its 11th year, provides firms with a single source of in-depth research, data, and analysis on the entire fee-based landscape, including the five managed account program types: mutual fund advisory, separate account, rep-as-advisor, rep-as-portfolio manager, and unified managed account (UMA).

Reasons To Purchase:
  • Reliable strategic business tool built from the industry’s longest running surveys
  • Thematic chapters that cover key trends and the changing role of advice
  • Data on advisor and end-investor behavior and the use of managed accounts
  • Granular managed account program-specific data, which highlights opportunities within channels and platforms
  • Opportunity Index that provides Cerulli’s opinion and ratings of firms and platforms based on their attractiveness to asset managers
  • Advisor-directed and sponsor-directed distribution opportunities for asset managers on a firm-by-firm basis
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