Practices > Managed Accounts

Cerulli's managed account practice focuses on the fee-based advisory industry with an emphasis on sponsors (broker/dealer firms) which offer managed account programs and the asset managers who distribute through their platforms. Coverage includes the five types of managed account programs: separate account consultant, mutual fund advisory, rep as portfolio manager, rep as advisor, and unified managed account programs.

Data is derived from our quarterly surveys—in circulation for nearly 16 years—of program sponsors and asset managers.