Key trends in Managed account webinar
Webinar Recording

Key Trends in U.S. Managed Accounts

August 12, 2020

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.

Presented by:

Matt Belnap

Matt Belnap

Associate Director

Bio →

Matt Belnap

Matt Belnap

Associate Director

As an associate director, Matt plays a critical role in developing research across the retail financial services spectrum, including wealth management, managed accounts, and product development. Matt contributes to nine Cerulli reports across three research practices and manages The Cerulli Edge—U.S. Advisor quarterly publication.

Matt began his career in financial services at Eaton Vance investment management, serving in a variety of roles, ranging from shareholder services, to institutional marketing, and in competitive analysis seeking strategic distribution opportunities.

Full biography here.

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

Access the Recording

Submit your information below to access the recording.

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.