- FUSE projects that total SMA assets will top $5.1 trillion by 2026, reflecting a 15.4% CAGR over 2025 and 2026.
- Recent trends in SMA growth have been supported by rising demand for tax management and personalization.
- Moreover, technological advancements have lowered investment minimums and increased model delivery efficiency, expanding the addressable market for SMA vehicles.
- This trend is favorable for active managers, since advisors who choose active strategies are likely to allocate through an SMA.
