According to a recent report from Cerulli Associates, increased demand from financial advisors had led fund managers to include separately managed account (SMA) strategies into their model portfolios.

TORONTO, Sept. 24, 2024 (GLOBE NEWSWIRE) -- AGF Management Limited (AGF.B:CA), is pleased to announce a partnership with Archer Holdco, LLC (“Archer”) to help further grow its Separately Managed ...

Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first ratings of model portfolios now in ...

Using different managers to manage separately managed account (SMA) model portfolios is resulting in some “nonsensical” investment transactions, according to Peter McVeigh, director of investment ...