Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...

Even though industry data does not track redemption rates of managed accounts, industry sources say the number is about 15% — less than mutual funds. “There's no industry statistics to draw from, so I ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

Two investment platforms have unveiled updates to their managed account offerings, targeting advisors looking for enhanced flexibility and efficiency in portfolio management. SEI Investments ...

I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that a managed-account strategy incorporating a lifetime income component can qualify as a Qualified Default Investment ...

BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest investment consulting firms, today published the 19th annual edition of its Defined Contribution (DC) Plan Trends and Fee Survey, ...

Please see the last page for important GIPS® disclosures. Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value.

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

Please see the last page for important GIPS® disclosures. Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value.