Managed Account Assets Slows to 2.4%
in Q2 2024 - MMI-Cerulli Data
The newest edition of MMI-Cerulli Advisory Solutions Quarterly, with data through 6/30/2024, is now available for download. ETF advisory programs had the highest asset growth at 5.9%, followed by unified managed accounts (UMAs) at 3.6%, while all other program types posted growth of less than 3% during the quarter. Managed account industry flows increased 9.3% in Q2 2024, ending the quarter with $181.9 billion, totaling $348.2 billion YTD. UMAs continued to collect the most flows of all program types, logging $59.8 billion during the quarter.
MMI-Cerulli Advisory Solutions Data Portal
The sponsor and manager dashboards on the MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform have now been updated with Q2 2024 data. As a reminder, MMI members that contribute their advisory solutions data to Cerulli on a quarterly basis have access to this online portal. It allows users to take a deeper dive into the MMI-Cerulli dataset – with the ability to sort, filter and export the data for business planning and presentation purposes.
Contact
With questions on the report, access to the online portal, or contributing data:
Email mmidata@cerulli.com
For assistance accessing the Advisory Solutions Quarterly report:
Email info@mminst.org
