The Q1 2023 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of March 31, 2023 is available for download. This edition also looks at how asset managers are investigating the addition of SMAs to asset allocation model portfolios because they offer more opportunity for tax-loss harvesting.
Please contact:
- mmidata@cerulli.com if we can assist with any data requests.
- events@mminst.org for assistance accessing the Advisory Solutions Quarterly report.
