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 Latest Release* Actions
U.S. Managed Accounts 8 9/26/2018

$19,000

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

Non-Annual Reports

Product Title Release Date Actions
U.S. Advisor Portfolio Construction 2016: Responding to Fee Pressure, Regulations, and Passive Investing 10/26/2016

$17,000

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

$13,000

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Managed Accounts: Asset Manager Distribution Roadmap 7/15/2010

$12,000

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Cerulli Special Report: Managed Account Due Diligence Groups 8/15/2009

$2,000

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State of Managed Accounts: Industry Outlook 6/30/2009

$6,000

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Cerulli Edge

Product Title Latest Release Actions
U.S. Managed Accounts 9/16/2018

$9,500

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Cerulli Lodestar

Product Title Price
Managed Accounts

$25,000

Launch Lodestar