Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when it comes to investing on behalf of your clients, but it's even more difficult to do so consistently by following rigorous research-based quantitative processes and qualitative intellectual capital.
Honoring Investment Managers Who Shine in Rainy and Sunny Times
When advisors outsource their investment management, the strategists they employ should post healthy performance numbers.
Honoring SMA Managers Who Shine in Rainy and Sunny Times
Finalists for the 11th annual SMA Managers of the Year awards are listed here; winners will be announced at Envestnet Advisor Summit in May.
2 Superstar SMA Managers Talk Energy, Global Stocks
While an air of caution surrounds international markets, the real action is at home in the blazing U.S. energy renaissance, two award-winning money managers said.
Why Some Advisors, SMA Managers Love to Hate UMAs
Unified managed accounts don't always bring advisors and portfolio managers the professional recognition they deserve, some say.
Why Rep as Portfolio Manager Programs Are Here to Stay
It’s worth looking at what’s behind the explosive growth of these programs and what can sustain them
Best of Breed
Separately managed accounts (SMAs) are a segment of money management that is growing ever more popular with advisors who work with high-net-worth individuals, large family...
The New Wave
The Money Management Institute, Cerulli Associates, TowerGroup, and other analysts forecast that separately managed accounts (SMAs) will be one of the major growth engines for...