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 ...

Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

Are separate accounts for you? Any time someone says you can "invest like the super-rich," they're missing the point. It's more important to be super-smart about the way you invest. That difference ...

NEW YORK, April 30, 2025 /PRNewswire/ -- Nuveen, the investment manager of TIAA, is expanding its separately managed account (SMA) platform with the launch of the Nuveen High Income Municipal SMA, ...

This guide provides a brief overview of the British Virgin Islands (the “BVI”) Approved Investment Manager regime 1 and its suitability and attractiveness for use with Separately Managed Account ...

Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining ...

New Partnership Debuts America-First Themed Investment VehiclesSARASOTA, Fla., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Trump Media and Technology ...