Insights and Research

Resources to guide your decision making

  • A Rise in the Adoption of Managed Accounts

    Learn why managed accounts are here to stay, and the key considerations required to ensure managed accounts are successfully implemented in your practice.

  • Evolution of the Managed Accounts Sector Brings New Benefits for Planners and Clients

    Many of the benefits of managed accounts are widely understood, but what are the silent benefits to you and your clients?

  • How to Navigate the Complex Managed Accounts Ecosystem

    Confused by all the acronyms? Understand the different structures to determine which may be best suited to your practice.


By the Numbers

A snapshot of current managed accounts users

  • 35%

    of planners say they have used managed accounts and intend to continue to do so

  • 68%

    implement managed accounts via a Separately Managed Account (SMA)

  • 59%

    of planners cite ‘transparency’ as a key client benefit of using managed accounts

State Street Global Advisors SPDR ETFs / Investment Trends 2019 Managed Accounts Report , February 2019.
Commissioned by Investment Trends, the survey was carried out between 3 December 2018 and 1 February 2019. The sample of 760 respondents includes RG146 competent accountants and dealer group managers who personally provide advice.

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