The industry is plagued by a dearth of available and comparative performance data, while it’s often not clear how portfolio ...

Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

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 ...

SMA municipal fixed-income assets, both taxable and tax-exempt, have grown from $100 billion in 2008 to an estimated $1.2 trillion of the $4 trillion market at the end of Q1 2025. The muni market has ...

New Partnership Debuts America-First Themed Investment VehiclesSARASOTA, Fla., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Trump Media and Technology ...

From a fund manager or general partner perspective, SMAs can offer a significant source of growth for fund managers in Hong ...

NEW YORK, April 30, 2025 /PRNewswire/ -- Nuveen, the investment manager of TIAA, is expanding its separately managed account (SMA) platform with the launch of the Nuveen High Income Municipal SMA, ...

This guide provides a brief overview of the British Virgin Islands (the “BVI”) Approved Investment Manager regime 1 and its suitability and attractiveness for use with Separately Managed Account ...