A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

From a retirement plan participant perspective, it’s not about which managed account provider one might find interesting, but to which providers an individual participant has access, says Chris Bailey ...

Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

According to Vanguard, a record 67% of plan participants used professionally managed investment accounts instead of managing their own portfolios. Vanguard data shows TDF investors and those in ...

OneDigital on Tuesday announced the introduction of select private investments within its advisor-managed account program for 401(k) plan sponsors, expanding access to institutional-quality strategies ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

The Portfolio returned 3.84% (gross) and the 40% Msci Acwi Net/60% Bloomberg US Agg Linked returned 4.24%. Equity investments detracted from relative performance, while an overweight allocation to non ...

Janus Henderson Mid Cap Value Managed Account returned 3.20% (gross) and the Russell Midcap® Value Index returned 5.35%. Stock selection in the consumer discretionary sector detracted from relative ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...