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 ...

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

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 ...

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 ...

BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest investment consulting firms, today published the 19th annual edition of its Defined Contribution (DC) Plan Trends and Fee Survey, ...

Do you have clients who want guaranteed income, but are reluctant to sign onto an annuity that pledges underlying assets to an insurance company? New hybrid products, known as “Stand Alone Living ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

The Portfolio returned 6.61% (gross) and the Msci Acwi Net returned 7.62%. Equity investments detracted from relative performance, due in part to negative stock selection in the U.S. We see positive ...

The Portfolio returned 4.36% gross, outperforming the Russell Midcap Growth Index return of 2.78%. Read the full report to explore our AI-driven strategy and mid-cap growth outlook.

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 ...