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        Take Your Practice Forward with Managed Accounts

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

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        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. 

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        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.

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        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.

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