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 ...

Edward Jones has added 53 separately managed accounts it offerings to clients, nearly doubling the amount available, the firm announced. The addition is designed to build out the firm’s suite of ...

Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

Nuveen, the investment manager of TIAA, has launched a new municipal separately managed account to give advisors more options in the municipal high-yield investment space. The Nuveen High Income ...

Discover the differences between managed accounts and mutual funds, including benefits, management styles, investment ...

Separately managed account assets dropped 5.6 percent to $392.57 billion for the third quarter from $415.86 billion in the previous quarter, according to The Money Management Institute (MMI). But at ...

The Zephyr PSN Outlook for 2026 aims to build on the success of previous editions. The 2025 PSN Mid-Year Outlook achieved significant recognition, receiving nominations for thought leadership in both ...

The separately managed accounts business reached $535 billion in assets during the third quarter of this year, up a modest 1.2 percent over the second quarter of 2004, said a report by the Money ...