As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

Concentrated All Cap Growth Managed Account returned 20.12% (gross) and the Russell 3000® Growth Index returned 17.55%. Stock selection in the information technology and industrials sectors ...

Managed account offerings in qualified retirement plans are designed to provide personalized investment advice and decisionmaking guidance to participants. But as every participant’s situation is ...

More employers are adding managed accounts to their workplace retirement plans despite what industry experts say is ambivalence about these products. While employers are looking to help workers ...

This analysis uses Morningstar's Defined Contribution Outcomes Model (DCOM) to examine how key plan design features — default contribution rates, auto-escalation, and employer matching — shape the ...

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 ...

Hedge fund managers have not historically embraced managed account structures because they create additional complexity for fund managers. With most fund management companies now in capital-raising ...

Bill Harris is the CEO & founder of Evergreen Wealth. He's founded/led eight fintech companies, including PayPal, and Personal Capital. Over the past 150 years, the world of individual investing has ...

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 ...