The research highlights advisers’ increasing use of separately managed accounts (SMAs) for core allocations, driven by efficiency gains and improved client discipline.
Managed accounts have overtaken other investment vehicles to become the preferred core portfolio solution for Australian financial advisers, according to the 17 th State Street/Investment Trends Managed Accounts Report released on 23 March. The research highlighted that adviser usage has reached a record level The research was published by State Street Investment Management (State Street), a leading Australian asset manager, together with Investment Trends, a Sydney-based research and analyt