Benefits of Separately Managed Accounts over Retail Products - PowerPoint PPT Presentation

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Benefits of Separately Managed Accounts over Retail Products

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Separately Managed Accounts (SMAs) are not new. Indeed, they have for quite some time been utilized by enterprises, trusts, gifts, benefits plans, and high total assets financial backers. These financial backers request a degree of thoughtfulness regarding their necessities that essentially can't be met by mass-market retail investment items. These financial backers require a concentration and direct relationship with the experts who are dealing with their investment portfolios. – PowerPoint PPT presentation

Number of Views:2
Date added: 22 February 2021
Slides: 13
Provided by: samsokeyo
Category: Other

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