As investors seek greater customization in their portfolios, separately managed accounts (SMAs) are redefining active management. With advancements in technology, SMAs are now accessible beyond high-net-worth investors, enabling managers to efficiently implement personalized strategies, tax optimization, and direct indexing at scale.
This whitepaper delves into the rise of SMAs, the forces driving their adoption, and the technology that makes scalable personalization possible. Learn how firms can embrace SMAs to enhance client engagement, improve investment outcomes, and stay ahead in a competitive market.
