Market
13 Oct 2025
Redemption trends test SMA stability but adoption remains high: Cerulli report
SMAs have gained traction in the managed account space largely due to reduced minimum investment thresholds and advancements in model delivery.
People
30 Sep 2025
Structured notes SMA manager makes strategic hires in US
The manager of structured note separately managed accounts (SMAs) with US$270m in total assets is enhancing its capital markets and advisor support.
Market
19 Dec 2024
Arrow to launch SMA investment advisory
The start-up founded by two former Morgan Stanley executives is expanding into separately managed accounts (SMAs) in the US.
Analysis
04 Dec 2024
Distribution channels in focus
Structured product distribution patterns vary significantly in different markets around the world.
Technology
07 Jun 2023
US platform onboards SMAs, adds interest rate structures
Luma has partnered with a US advisor to offer structured note replication strategies and expanded its product coverage.