Practices: U.S. Managed Accounts

U.S. Managed Accounts

Cerulli’s Managed Accounts practice focuses on the U.S. fee-based advisory industry with an emphasis on sponsors (broker/dealer firms) that offer managed account programs and the asset managers that distribute through these platforms. Coverage includes the six types of managed account programs: separate account, mutual fund/exchange-traded fund (ETF) advisory, rep-as-portfolio-manager (RPM), rep-as-advisor (RA), and unified managed account (UMA) programs.


Annual Reports

Subscription # Titles Actions
U.S. Managed Accounts 9

Call For Pricing

Order Now
* Subscriptions end 12 months after the release date of the most recent report.

Non-Annual Reports

Product Title Release Date Actions
U.S. Asset Allocation Model Portfolios 2018 3/27/2019

Call For Pricing

Order Now
U.S. Advisor Portfolio Construction 2016: Responding to Fee Pressure, Regulations, and Passive Investing 10/26/2016

Call For Pricing

Order Now
Managed Accounts: Product Innovation in Fee-Based Relationships 12/10/2011

Call For Pricing

Order Now