In its thirteenth iteration, this annual report dissects the managed account marketplace, providing key business metrics gleaned from Cerulli’s proprietary managed accounts database, which has been compiled for nearly 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, fee-based relationship proliferation among advisors and firms, developments in product design and delivery, channel-specific attributes, investor pricing, and program features.
Reasons To Purchase:
- Build distribution strategies based on reliable growth projections
- Understand the impact of eRIAs
- Analyze Cerulli’s proprietary Opportunity Index, which ranks firms and platforms based on their attractiveness to asset managers