UBS Separately Managed Accounts (SMAs) leverage the 35-year institutional investment discipline and process of UBS Asset Management (Americas) LLC. to meet the distinctive needs of high-net-worth ...

Separately managed accounts, or SMAs, provide a platform for advisors to help their clients invest in tax-smart strategies in an efficient and low-cost way. Separately managed accounts give ...

Separately managed accounts, or SMAs ... the importance of a daily and multifaceted approach to tax management. For example, volatility in the first half of 2022 was at its highest point in ...

Since the end investor owns the individual securities in separately managed accounts, they can also recognize losses and offset gains within that account more broadly. When it comes to ...

Separately managed accounts have one big advantage over tax-managed mutual funds and ETFs. FIn this report, Morningstar researchers examine the continued growth of direct indexing and other tax ...