As defined contribution plan participants crave increased personalization in their investments, managed accounts remain one of the most common—and perhaps lucrative—vehicles through which participants ...

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

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 ...

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 ...

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, ...

Even though industry data does not track redemption rates of managed accounts, industry sources say the number is about 15% — less than mutual funds. “There's no industry statistics to draw from, so I ...

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 ...

The Overseas ADR Managed Account returned 4.94% in Q4 2025, led by gains in the European banking sector. Read the full ...