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.

    Download
  • 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.

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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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