Janus Henderson Focused Income Managed Account portfolio returned 1.41% (gross) and the Bloomberg US Aggregate Bond Index ...

Janus Henderson's Flexible Bond strategy returned 0.99% in Q4 2025, supported by yield curve positioning. Read the full ...

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

As defined contribution plan participants crave increased personalization in their investments, managed accounts remain one of the most common—and perhaps lucrative—vehicles through which participants ...

In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

Even though industry data does not track redemption rates of managed accounts, industry sources say the number is about 15% — less than mutual funds. “There's no industry statistics to draw from, so I ...

I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that a managed-account strategy incorporating a lifetime income component can qualify as a Qualified Default Investment ...

Management reiterated confidence in maintaining dividend coverage and continued portfolio growth through the second half of 2025. Brown commented, "Our dividend coverage increased quarter-over-quarter ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...