The Rise of SMAs: Why Investors Are Making the Shift

In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Tim Duffy, Senior Solutions Manager at SS&C Advent. Together, they explore one of the fastest-growing trends in asset management – separately managed accounts (SMAs). Tim breaks down the key drivers behind SMA growth, the operational complexities firms face, and how technology is helping firms navigate the challenges of managing SMAs at scale.

Tune in for expert perspectives on the future of SMAs and what asset managers need to prioritize to stay ahead in this evolving market.

Related resources mentioned in this episode: Transforming Active Management: How SMAs Meet Growing Investor Expectations Genesis Fundamentals: Everything You Need to Know About Creating and Managing SMAs