News, updates and perspectives on managed accounts
Treasury floats performance test for SMA - but it won't work
Treasury think by imposing a performance test you could ”increase competitive pressure on (platform) trustees to deliver strong long-term returns and value for money” from products like SMAs. ”It wont...
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IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $292.2 bn as at 31 December 2025
In the 6 months to 31 December 2025 balance date, Funds Under Management (FUM) in Managed Accounts increased to $292.9 bn, (25.8 % annual increase on 31 December 2024 FUM of $232.7 bn)
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Private credit: Going the distance
Speaking from a managed accounts perspective, Darren Beesley (Evidentia Group), Michael Karagianis (JANA), and Frank Danieli (MA Financial Group) examine where private credit is heading over the next ...
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