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 ... 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 ...

According to Morningstar, assets in tax-managed SMAs have soared to more than $500 billion, and these products are now offered by a wide range of providers including Schwab, Fidelity, Vanguard, ...

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 ...

Options-based strategies have seen impressive growth in recent years, whether it’s through ETFs, mutual funds, or separately managed accounts. Click to read.

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 ...

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 ...

IG's Azure Managed Investments adds six new mandates to provide enhanced exposure to Canadian and international equity markets while offering clients a personalized investment experience centred ...