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 ...

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 ...

Managed accounts have been an option in defined contribution plans for more than two decades, but with limited adoption and engagement, many think they are not being realized to their true potential.

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 ...

According to Vanguard, a record 67% of plan participants used professionally managed investment accounts instead of managing their own portfolios. Vanguard data shows TDF investors and those in ...

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement. Almost two-thirds of retirement ...

Janus Henderson Focused Income Managed Account portfolio returned 1.41% (gross) and the Bloomberg US Aggregate Bond Index ...

Global Adaptive Capital Appreciation Managed Account Portfolio returned 2.51% (gross) and the 60% MSCI ACWI / 40% Bloomberg Glb Agg 3-5 Yr Index returned 2.23%. Overweight exposure to equities ...

Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician (CMT). Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial ...