Insights by Tag:

SMAs

Market
Redemption trends test SMA stability but adoption remains high: Cerulli report

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
Structured notes SMA manager makes strategic hires in US

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
Arrow to launch SMA investment advisory

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
Distribution channels in focus

04 Dec 2024

Distribution channels in focus

Structured product distribution patterns vary significantly in different markets around the world.

Technology
US platform onboards SMAs, adds interest rate structures

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.