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Showing 1 - 10 of 16 results for "Managed Accounts Report"

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State Street Investment Management, found the investment vehicle has firmly entered the mainstream as advisers ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment Trends Managed Accounts Report, the number of advisers using them has tripled from 20% a decade ago. A further 16% of advisers have expressed interest ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... investment horizon and a higher risk tolerance," Gallagher said. "According to the Investment Trends 2024 Managed Accounts Report, 49% of existing managed account advisers believe it's appropriate to hold the majority of assets in a managed account for ...

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 drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... Investment Trend publishes research on areas such as adviser technology, managed accounts and ESG. Its managed accounts report published last week said, over the last five years, the proportion of financial advisers who recommend managed accounts has ...

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 ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... issuers thanks to their open architecture investment structure. The recently released Investment Trends 2020 Managed Accounts Report highlighted the ongoing growth of managed accounts, particularly among advisers with lower-balance clients. According ...

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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