Once reserved for institutional investors or ultra-high-net-worth clients, separately managed accounts (SMAs) are suddenly growing more popular in U.S. wealth management portfolios.
Why? With more and more asset allocators strategically seeking mass affluent clientele to add to their books of business, there is also a need to diversify from traditional, more one-size-fits-all investment products. Allocators are now adding products such as SMAs and UMAs to differentiate their product line-up and attract new clients in an increasingly competitive market.
In this first series of Zephyr’s Be Active webinars on SMAs, we’ll shed some light on the industry in a fun, interactive webinar format modeled after the boardgame Mystery Date. You’ll hear from leading due diligence experts as they explain their approach to SMAs. And learn from top-performing SMA providers who illustrate their different investment strategies, philosophies and approaches to aligning SMAs with SRI and ESG investments to meet the growing demand for more transparency, control and customization in a post-pandemic world.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Ryan Nauman - Webinar Host
Head of Wealth Management and Recruiting Sales
Cetera Financial Group
Gregory T. Maddox
Head of Global Manager Research
Wells Fargo Investment Institute