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Investment Trends was started in Australia and is now a multi-national research organisation conducting research and servicing clients in Australia, Asia, Europe and the US.
SMA interest at three-year high
Financial Observer, 30-Oct-14
Adviser interest in separately managed accounts (SMA) is greater than it has been for years, with Investment Trends revealing the industry has not experienced interest levels this high since 2011. In an interview with financialobserver, Investment Trends senior analyst Recep Peker said the research firm had surveyed around 500 advisers in March and that segment proportionately represented independent and institutionally aligned advisers in the financial planning sector. “Planners using SMAs or planning to do so said they liked SMAs because they were transparent [in terms of managers’ portfolio decisions] and because there was less administration and compliance work required,” Peker said, adding many pointed to greater advantages than what was offered by traditional managed funds and direct shares. “The challenge with SMAs is that they are not readily available on all platforms, so that is one of the key factors holding back the SMA market.”
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