U.S. Managed Accounts: 2022 in Review and 2023 Projections

November 10, 2022

In this presentation, Cerulli takes a look at the U.S. managed accounts market—including market sizing and trends in 2022 and our projections for 2023 and beyond. During this 45-minute discussion, Tom O’Shea, CFA and Matt Belnap will explore the rise of direct indexing and the industry spotlight on personalized portfolios, changes to portfolio construction and discretion, and other product development initiatives that asset managers and sponsors should consider as strategic planning and budgets are prepared for the new year.

For asset managers and sponsors, this webinar will uncover many top-of-mind trends and the implications for market players. Attend to:

- Explore the ongoing theme of customization through direct indexing and how increased use of this investment style will impact managed account sponsors and asset managers

- Assess how managed account sponsors are prioritizing platform consolidation and how this impacts the industry

- Understand how advisors are using managed accounts and how additional customization is allowing advisors to move managed accounts downmarket