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


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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. Asset Allocation Model Portfolios 2018 3/27/2019


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


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


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


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


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Cerulli Edge

Product Title Latest Release Actions
U.S. Managed Accounts 3/25/2019


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Cerulli Lodestar

Product Title Price
Managed Accounts


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