BLOGS. March 31, 2026
SMA Prioritization in 2026 and Beyond
The importance of offering separately managed accounts (SMAs) as part of a manager’s product suite cannot be overstated, as evidenced by the double-digit growth in both sales and assets that the vehicle has experienced in each of the last two calendar years. There has been strong, consistent demand for both manager-traded and model-delivered implementations, not to mention the emerging adoption from channels outside of the historically dominant wirehouse firms. The personalization and tax-management capabilities afforded by direct indexation and its associated technology advancements have been the most significant drivers of growth for the vehicle, and have exponentially accelerated opportunities into non-US equity asset classes. To capitalize on all this momentum, it is essential to have strategies suited for more than one implementation, national accounts and national sales organizations that are in sync and attuned to key distributor preferences and enhancements, as well as support to take the advisors/advisor teams through the entire process.
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