GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--For years plan sponsors and consultants have compared the outcomes of managed accounts and target date funds within workplace retirement plans. The thinking ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

Janus Henderson's account returned 6.27 percent while trailing its benchmark index. Review the full report to help guide your ...

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 ...

On Oct. 9, Morningstar Investment Managementheld its first managed accounts symposium forconsultants to explore how managed accounts canhelp provide the personalization that allowsindividuals to ...

BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest investment consulting firms, today published the 19th annual edition of its Defined Contribution (DC) Plan Trends and Fee Survey, ...

Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...

Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save ...

Janus Henderson reports its mid cap value strategy trailed the index during a rally led by lower quality stocks. Review our ...

It's nearly impossible to ignore the rallying call for managed accounts. Ninety percent of advisors netting $300,000 or more annually collect some fee revenue, and more than half of them garner at ...

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...

Retirement plan advisers are adopting the latest variety of managed-account platforms as their new best friend. Because the new platforms allow them to build their own participant portfolios — rather ...