Cerulli Edge Series: U.S. Managed Accounts

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U.S. Managed Accounts Overview

This quarterly publication provides timely insights into trends within the managed accounts industry, and is based on Cerulli’s Quarterly Managed Accounts Survey, which has been in circulation for more than 20 years. This publication addresses retail fee-based distribution opportunities for mutual funds, ETFs, and separate accounts.

Edge Issues included with this subscription

The Cerulli Edge is a series of monthly and quarterly publications that provide proprietary research and insight into asset management and distribution trends worldwide.

Issue Topic Subtitle Price
Managed Accounts: Platform Consolidation and Customization (2021 - Q3) Platform Consolidation and Customization Customization and Consolidation Working Hand in Hand

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Managed Accounts: Product Issue (2021 - Q2) Product SMAs Finding a Receptive Audience

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Managed Accounts: Models and Proprietary Programs Issue (2021 - Q1) Models and Proprietary Programs Bonds Challenge Model Formats, While Proprietary Assets May Increase

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Managed Accounts: Fee (2020 - Q4) Fee Under the Hood on Fees

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Managed Accounts: Portfolio Construction (2020 - Q3) Portfolio Construction Room for Improvement

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