Insights and Research

Resources to guide your decision making

  • Key Takeaways

    Access our infographic for a quick summary of the Investment Trends 2019 Managed Accounts Report.

  • 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.


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.

For More Information

  • Consult

    the State Street ETF Team about how we can support your approach to using managed accounts and model portfolios.

    Send an Email
  • Contact

    a State Street ETF Representative at
    +612 9240 7600.

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