Displaying 80 results
AssetMark adds a dozen SMAs to the platform
The turnkey asset management platform is working to help advisers meet the growing demand from clients for access and personalization via different investment options.
Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
Active cryptocurrency SMA aims to outperform Bitcoin
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
Blockchange intros digital asset SMA for RIAs
The new SMA tool enables RIAs to outsource the management of their client’s digital portfolios by using a framework to account for protocol maturation, ecosystem adoption rate, and project governance.
UBS adviser count dips as wealth management results roar
Record profitability in wealth management in the Americas was driven by growth in loans, separately managed accounts and adviser productivity, the company said.
Mapping your firm’s future
When thinking about your firm’s strategy, consider where you stand on the 4 Ps — personalization, purpose, private markets and portfolio construction
CIOs live in a world of nonstandard data
Retirement plan and investment data seldom come in a common format, making CIOs' jobs trickier
BlackRock to acquire SMA provider Aperio for $1 billion
Aperio manages about $36 billion in separately managed accounts
UBS gives wealthy clients Goldman, Pimco strategies at no extra cost
The firm is expanding the choices available in its separately managed accounts
Cryptocurrency trading platform introduces SMAs for digital assets
SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients
Separately managed accounts
U.S. large-cap equity Product 2Q return 1-year return 3-year return 5-year…
The top-perfoming SMAs: U.S. municipals
U.S. municipals Rank Product 1Q return 1-year return 3-year…
The top-performing SMAs: Domestic equities
U.S. large-cap equity Rank Product 1Q return 1-year return…
The top-performing SMAs: International, global, emerging-markets equity
Rank Product 1Q return 1-year return 3-year return 5-year return 5-year std…
The top-performing SMAs: U.S. fixed income
U.S. fixed income Rank Product 1Q return 1-year return…
Volatility: How separately managed accounts were effected
The domestic-equity markets were extremely volatile during the second quarter, particularly in June.
<b>Special report:</b> The top-performing SMAs (2Q 2011)
Volatility is the name of the game in today's markets.
Prima Capital’s Nathan Behan: First-quarter commentary
Nathan Behan, a senior investment analyst at Prima Capital Holdings, outlines some key recent and long-term trends in the markets in an economic report and analysis on the first quarter
Concern about Egypt
Cumberland Advisors, which manages $1.5 billion in separately managed accounts, has shifted its portfolio to 20% cash — the highest that it has been since early 2008, over fears related to the situation in Egypt
<b>Special report:</b> The top SMAs
The second quarter opened up with high hopes and generally positive expectations for the remainder of the year.
