The SMA Reality Check

Transparency brings operational complexity

SMAs promise transparency and customization, but the operational lift is growing fast. As adoption increases, many allocators face gaps in data, systems and resources.

  • Nearly three-quarters lack sufficient capacity for SMA data.

  • Managing multiple mandates strains internal teams.

  • Customization drives higher infrastructure and costs.

Download the infographic to see where complexity is building and how firms are responding.