Separately Managed Accounts (SMAs) - An AIMA Guide to Sound Practices

03 March 2026

Managed accounts Sound practices

Launch of the Updated AIMA Guide to Separately Managed Accounts

24 February 2026

Managed accounts EMEA

ACC DDQ for Private Credit Managers - WPCRI7 - ACC Managed Account Short Form + PCRI + PM (2025)

01 December 2025

Due diligence Managed accounts Private credit

ACC DDQ for Private Credit Managers - WPCRI6 - ACC Managed Account Short Form + PCRI + CL (2025)

01 December 2025

Due diligence Managed accounts Private credit

ACC DDQ for Private Credit Managers - W7 - ACC Managed Account Short Form + PM (2025)

01 December 2025

Due diligence Managed accounts Private credit

ACC DDQ for Private Credit Managers - W6 - ACC Managed Account Short Form + CL (2025)

01 December 2025

Due diligence Managed accounts Private credit

AIMA DDQ for Investment Managers - K9 - Managed Accounts Short Form + MOD (2025)

01 December 2025

Due diligence Managed accounts

AIMA DDQ for Investment Managers - JRI5 - Basic Managed Account Setup + RI +TS (2025)

01 December 2025

Due diligence Managed accounts

ACC DDQ for Private Credit Managers - V7 - ACC Basic Managed Accounts Setup + PM (2025)

01 December 2025

Due diligence Managed accounts Private credit