Separately Managed Account Offerings Proliferate

October 26, 2023, Needham, MA – Separate account programs are a core client solution and, as such,
asset managers have been adding separately managed account (SMA) portfolios to their lineups.
Based on findings from FUSE Research Network’s recently published Product Management and
Development 2023
BenchMark study, 91% of surveyed firms are currently offering SMAs in some package and
another 5% have plans to offer SMAs. Among the different types of SMA structures, model-only leads
the way.

For the complete press release, click here.