March 7, 2025, Needham, MA – Separately managed accounts (SMAs) are among the fastest-growing product vehicles in the industry as investors seek to personalize portfolios for tax purposes, concentrated stock positions, or other preferences. FUSE Research Network, an asset management research and consulting provider, projects that total SMA assets will top $5.1 trillion in 2026, reflecting a 15.4% CAGR over 2025 and 2026. Such a growth rate would be higher than FUSE 2025 estimates for mutual funds (3.5%) or collective investment trusts (7.7%).
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