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Showing 1 - 4 of 4 results for "Investment Trends Managed Accounts Report"

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
... according to the latest report by State Street and Investment Trends. The latest SPDR ETFs/ Investment Trends Managed Accounts Report shows more than one in two financial advisers are now using them in their client portfolios. "The key message here is ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or 'very good' for ease in demonstrating client best interest obligations ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use managed accounts for ESG while 60% are already using managed accounts to implement ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
... research from Investment Trends and State Street Global Advisors. The second SPDR ETFs/Investment Trends Managed Accounts report shows managed account use shot up by 14% over the last year, as their use case broadens. Speaking to Financial Standard ...
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