U.S. Managed Accounts 2017: Convergence and its Implications

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In its fifteenth iteration, this annual report dissects the managed account marketplace, providing key business metrics gleaned from Cerulli’s managed accounts database, which has been compiled over 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, 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 and more than 75 managed account sponsors, asset managers, and third-party providers.

Reasons To Purchase:
  • Review the projected growth of managed accounts, including the growth of various product types in the managed account space
  • Understand how managed account sponsors are responding to the uncertain status of the Department of Labor’s (DOL) Conflict of Interest Rule
  • Gain insight into how managed account sponsors, previously distracted by robo-advice and the DOL Rule, are refocusing their efforts on building out consolidated platforms
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