Skip to main content
    More Results
      More Results
        More Results

        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

        Okay

        Take Your Practice Forward with Managed Accounts

        Keep up with the top managed accounts trends and opportunities in 2024 and beyond.

        Get the Report

        Video content has been blocked in accordance with your cookie settings. You can access this feature by accepting all cookies or adjusting your cookie settings below.

        ETF Model Portfolio Strategist Sinead Schaffer shares her key findings from the recent managed accounts report. (01:21)

        By the Numbers: Managed Accounts Trends, Usage and What's Next

        With more than half of financial advisers utilising managed accounts, tripling from a decade ago, it’s no surprise they are now mainstream. That’s why we’ve partnered with Investment Trends to better understand the usage and trends among financial advisers. 

        Download Report Snapshot

        *Required fields. By submitting this form, you attest to being an investment professional and you agree to be added to our direct marketing distribution list. You may unsubscribe at any time by contacting State Street Global Advisors or using the unsubscribe functionality available on our marketing documents to opt out from receiving direct marketing. If you have already unsubscribed your email address above from our direct marketing distribution list, it will not be added.

        What's Inside?

        A curated selection of key findings from the 2024 Managed Accounts Report, highlighting how managed accounts are here to stay from myriad of benefits they provide, including:

        Time Saving 22.8 hrs

        per week saved as a result of using managed accounts.

        Enhanced Client Experience 25%

        of advisers cite managed accounts distanced their value proposition from investment returns.

        Efficient Implementation 33%

        cited the ease of setting up a managed account has prompted them to recommend these to clients.

        Whole of Portfolio Solution 68%

        of the models recommended in the last 12 months where multi-asset class models, making them commonly used investment strategy for managed account.

        Preferred Strategy 42%

        of current managed account advisers would like to see more income focused strategies.

        Get the Report

        About the Research

        The SPDR ETFs / Investment Trends 2024 Managed Accounts Report was commissioned by Investment Trends. The quantitative online survey was carried out between November 2023 and January 2024. The sample after data cleaning and validation was 1,066 financial advisers.

        Search All Model Portfolio Insights

        {{ filteredArticles.length }} Results

        • {{ getTagLabel(article.p) }} {{ getTagLabel(article.e) }}

          {{ article.k }}

          {{ article.t }} {{ article.a }} {{ getLabelByI18nKey(article.m) }} {{ article.q }}

        No results were found. Please try a new search.

        Learn more about State Street ETF Model Portfolios

        Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL"). Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com/au.

         

        SSGA, ASL is the issuer of interests and the Responsible Entity for the ETFs which are Australian registered managed investment schemes quoted on the AQUA market of the ASX or listed on the ASX. SSGA, ASL is the AQUA Product Issuer for the CHESS Depositary Interests (or "CDIs") created over Interests in SPY which were first quoted on the AQUA market of the ASX on 13 Oct 2014.  State Street Global Advisors Trust Company (ARBN 619 273 817) is the trustee of, and the issuer of interests in, the SPDR® S&P 500® ETF Trust, an ETF registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and principally listed and traded on NYSE Arca, Inc. under the symbol "SPY". This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement available at www.ssga.com/au, before deciding whether to acquire or continue to hold units in an ETF. The Target Market Determination is also available at ssga.com/au. This material should not be considered a solicitation to buy or sell a security. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF's net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index. Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss. SPDR®, Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC, ASX® is a registered trademark of the ASX Operations Pty Ltd, these trademarks have been licensed for use by S&P Dow Jones Indices LLC and sub-licensed for use to State Street Global Advisors, ASL. MSCI indexes are the exclusive property of MSCI Inc.(“MSCI”). MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by State Street. SPDR products are not sponsored, endorsed, sold or promoted by any of these entities and none of these entities bear any liability with respect to the ETFs or make any representation, warranty or condition regarding the advisability of buying, selling or holding units in the ETFs issued by State Street Global Advisors, ASL. The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA, ASL’s express written consent.  

        © [[]] %%State Street Corporation%%. All rights reserved.