Take Your Practice Forward with Managed Accounts

Keep up with the top managed accounts trends and opportunities in 2025 and beyond.

What's Inside?

A curated selection of key findings from the 2025 Managed Accounts Report, highlighting how managed accounts are here to stay from myriad of benefits they provide, including:

Time Saving 23.9 hrs

per week saved as a result of using managed accounts.

Acquiring New Clients 26%

are using the extra time to acquire more clients.

Enhanced Client Experience 25%

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

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 65%

of current managed account users have used growth strategies in the past 12 months.

Core Allocation 31%

of advisers use managed accounts for core portfolio allocation.

About the Research

The SPDR ETFs / Investment Trends 2025 Managed Accounts Report was commissioned by Investment Trends. The quantitative online survey was carried out between November 2024 and January 2025. The sample after data cleaning and validation was 946 financial advisers.

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