Tech It Up

The Rise of SMAs: Why Investors Are Making the Shift


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Tech It UpBy SS&C Advent

  • 4
  • 4
  • 4
  • 4
  • 4

4

4 ratings


More shows like Tech It Up

View all
All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,385 Listeners