SMAs and outcome ETFs are offering complementary routes to structured investment strategies as demand broadens.
NewEdge Investment Solutions is seeing growing interest in structured note separately managed accounts (SMAs), with expanded access through Envestnet’s Unified Managed Account (UMA) platform helping to address some of the operational barriers that have traditionally limited adoption. UMAs have become an increasingly important platform for many investment firms and their advisors - Michaelangelo Dooley The New York-based wealth manager has made its Structured Note Income Portfolio