Separately managed accounts, or SMAs ... alcohol and weapons, or a stock already owned elsewhere, such as company stock. A client can also wish to include specific securities or sectors.

Our roster includes a range of actively managed stock and bond portfolios, as well as low-cost index and exchange-traded funds. Or you can put your investments on cruise control with one of our ...

Separately managed accounts, or SMAs ... approach can proactively manage around corporate actions. When a stock becomes an acquisition target, likely to generate a capital gain at the eventual ...

Direct indexing is by far the most popular form of tax management, but other investments like model portfolios, fixed income, and active stock separately managed accounts are expected to grow quickly.

Research points to growing need for tailored solutions in pension plans, as well as the shift towards passive in target-date ...

Potential in managed accounts While over the last 20 years, NEPC has seen an increase in DC plans offering managed accounts, that trend has stagnated in the past 3-5 years – even starting to ...

Many plan sponsors believe personalized advice and guidance will improve retirement outcomes and see managed accounts as the ...

The latest tally shows that 65% of actively managed U.S. large-capitalization mutual funds fell short of the benchmark ...

The number of employers offering managed accounts in their workplace retirement savings plans has shrunk, according to NEPC ...