Summary

Platform consolidation initiatives at sponsor firms have slowed as the SEC’s Regulation Best Interest (BI) has caused senior leaders to direct their attention toward compliance oversight. What does this mean for platform consolidation and program rationalization initiatives and how are players in the managed account ecosystem responding? Explore the impacts of this trend and more with Cerulli’s Tom O’Shea, director, and Matt Belnap, senior analyst.

This presentation addresses:

• The top priorities for managed account sponsors and asset managers
  
• Changes advisors plan to make in their use of managed accounts platforms The effects of the COVID-19 market correction on the priorities of managed account sponsors
  
• Anticipated changes to investment vehicles in managed accounts and implications for managers and sponsors
  
• The rising importance of environmental, social, and governance (ESG) solutions across sponsors and managers