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<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.
An overview of SMA performance in the second quarter
The second quarter opened up with high hopes and generally positive expectations for the remainder of the year. As noted last quarter, there was a wide variety of opinions on the strength of the recovery but a strong majority believed a recovery was in fact under way.
Infrastructure initiative could help managed accounts
Over the years, the managed-account industry’s dream of rivaling the mutual fund business in size has been dashed…
<b>Special report:</b> The top-performing SMAs
What were the 10 best-performing separately managed accounts across six different assets classes? Find out here with exclusive data from Prima Capital.
International markets
The international developed markets were muted during the fourth quarter with the Russell Developed Large Cap ex-North America Index up just 2.3%.
Domestic equity markets
The fourth quarter of 2009 started out on shaky ground with the domestic equity indexes falling sharply in October.
What a difference a year makes
As 2009 wound to a close, it was hard not to look back at the global financial markets just 12 months ago and realize how far and how quickly the recovery had come.
Fixed income
After a relatively sleepy start to the quarter, the taxable fixed income markets went on a quick rollercoaster ride for the final 60 days of the year.
Outlook
The U.S., and indeed most of the global economies, faces a transition period in 2010, one that must be carefully handled.
U.S. large-cap equity
U.S. large-cap equity Click column headers to sort fields Product…
U.S. mid-cap equity
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U.S. small-cap equity
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International equity
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U.S. fixed income
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U.S. municipals
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Calamos to hike minimum on convertible-bond managed accounts
Serving smaller convertible-based accounts has become too challenging, so the fund company is raising the investment minimum to $750,000, from $100,000.
Covestor lines up five money managers for ‘adviser-less’ platform
The five new management firms will add 12 strategies to the Covestor platform's mix of 46 investment strategies.
FundQuest adds Fidelity VA to platform
FundQuest has added Fidelity Investments Life Insurance Co.'s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider.
SMA assets pick up but still show vulnerability to stock market volatility
Assets in separately managed accounts increased 5% in the second quarter to $467.6 billion — but were down 31.3% from one year earlier, according to data from the Money Management Institute in Washington.
