Next-generation SMAs are changing the investment landscape

Innovations in Separately Managed Accounts (SMAs) are poised to change the future of the financial services industry. They will also be instrumental as financial advisors (FA), wealth firms, and asset managers seek to offer precisely customized portfolios to retail investors.

Today, the “fifth generation of SMAs” can accommodate the dramatic shift toward “personalization” of products and services. This trend has been propelled, in large part, by the giant strides in technology and intelligent automation the industry has made over the past several years. Thanks to their structure and features, these fifth-generation SMAs will be able to reach – and benefit – new customer segments and also grow wealth management firm and FA assets under management.

Download our new article to learn about recent SMA innovations – their advantages and limitations, how they work, and the steps you need to take to add them to your product and service mix.