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Anyone for a cafeteria-style SMA?
In a unique twist on the separately managed account model, a new platform is tapping day traders and non-registered amateurs to manage the portfolios of individual investors.
Assets in broker-managed accounts rival those in wraps
Assets in broker-managed ac-counts reached the levels of traditional wrap fee accounts in the first quarter of the year, a milestone in the fee-based business at major brokerage firms.
Growth potential seen for managed accounts
The global economic crisis could turn out to be a blessing in disguise for the ever-expanding managed-accounts industry.
Bond portfolios that played it safe fared best
Safety reigns supreme this year, with managers of long-duration and government bond strategies taking six of the top 10 spots in Morningstar Inc.'s database of separate accounts and collective investment trusts for the year ended March 31.
Non-traditional strategies dominate in equity funds
Equity managers overall got a boost at the end of the first quarter, thanks to the March rally, but the firms at the top of the performance charts for the 12-month period ended March 31 were those that followed non-traditional strategies, according to Morningstar Inc.'s database of separate accounts and collective investment trusts.
Fred Joseph
More than ever, state securities regulators face the threat of a diminished role in overseeing the financial services industry.
Today’s worst funds will be tomorrow’s best, analyst says
When combing through new investment ideas, advisers would be wise not to ignore mutual funds and separate-account strategies at the bottom of the heap.
Curian SMA platform adds exposure to alternatives
Curian Capital LLC has introduced limited exposure to alternative-class investments on its separately managed accounts platform.
Curian launches fee-only SMA program
The program assists advisers with the practice-management issues associated with shifting to a fee-based model.
F-Squared launches SMA
The Individually Managed Account has an investment minimum of $15,000 and all-in fees to advisers of 0.55% a year.
Icon moves into retail SMAs
The firm plans to make two of its mutual fund strategies available on separate account platforms starting next month.
Signature Resources teams with Fundquest
Signature Resources Capital Management has teamed up with Fundquest Inc. to launch a wealth management platform.
Natixis Global acquires Gateway Investments
Cincinnati-based Gateway will retain its name and portfolio managers.
The largest managers
BS AG remained the world’s largest money manager in terms of assets under management, with $2.45 trillion, to lead the Pensions & Investments/Watson Wyatt Worldwide ranking of the world’s 500 largest money managers in 2006.
DTCC managed account service advances
Four firms join the project to speed SMA communications among sponsors and managers.
SSgA sweetens pay for wholesalers on ETFs
In an effort to catch industry leader Barclays Global Investors, State Street Global Advisors has raised the wholesalers’ compensation for effecting the sale of exchange traded funds and lowered the amount it pays for effecting sales of its mutual funds and separately managed accounts.
SMAs may reap rewards post-exemption rule
The separately managed accounts industry is likely to benefit from the recent setting aside of the broker-dealer exemption rule, which will send $300 billion worth of fee-based brokerage account assets looking for a new home.
Higher volatility is overdue, says Wilshire
Active managers that thrive on volatile markets soon may get their day in the sun. Recent data from Wilshire Associates Inc. in Santa Monica, Calif., show just how long those managers have waited.
Managed-account industry forges new path to advisers
DETROIT — The Money Management Institute is placing financial advisers front and center this week at its annual convention in Washington.
Some SMA money managers ‘saying goodbye’ to the biz
The latest evolution of the $800 billion separately managed accounts industry is expected to force more money managers to rethink their commitment to the business, sending ripple effects all the way to the financial adviser and individual-investor levels.
