The Rise of Hedge Fund SMAs: How to Capitalize on Investor Demand

Investor appetite for hedge fund separately managed accounts (SMAs) is surging. With institutional allocators seeking greater control, customization and transparency, SMAs are quickly becoming a preferred way to deploy capital.

For managers, the opportunity is clear, but so are the operational challenges. Scaling SMAs requires a shift in infrastructure, reporting, compliance and data handling that’s not required in a traditional commingled fund.

This whitepaper explores:

• What’s driving SMA growth and how investor preferences are changing.

• The operational, reporting and reconciliation hurdles of multi-SMA models.

• How a fund administrator can help you scale SMA offerings without overextending your team.

Download the paper to better understand the infrastructure, expertise and technology needed to compete in the growing SMA space.