Technology becomes core SMA growth infrastructure




Transparency and control are central to the appeal of separately managed accounts, but delivering both across a growing number of mandates is increasingly a technology challenge.


Which factor will most drive SMA growth or adoption?


The twin factors are the leading expected driver of SMA adoption in AFI’s industry survey, while technology that makes SMAs easier to scale and administer ranks second.

Managers need infrastructure capable of consolidating data across accounts while preserving client-level restrictions, reporting and oversight.

Technology is therefore moving beyond its traditional role as an efficiency tool to become core growth infrastructure; it has become a superpower. As adoption increases, scalable data, reporting and automation will be critical to preserving the characteristics that make SMAs attractive to investors.


For more information, download AFI’s new SMA report, produced in partnership with SS&C, and register for the webinar discussing its findings.