Separately Managed Accounts (SMAs): How They Work and Benefits They Offer
Investors are increasingly seeking highly personalized and transparent portfolios that align with specific investment goals, risk tolerances and values including ESG considerations and more.
Separately Managed Accounts (SMAs) offer the flexibility to customize portfolios according to individual preferences while offering transparency and increased operational control, making them attractive for institutional allocators and wealth investors.
Join us to learn:
- How SMAs work in practice and why they are used
- How the technology, trading and transparency work
- Portfolio and operational benefits SMAs offer
- How customization and Fund of Ones can work
- How to determine best fit between managers and investors
Speakers:
- Andrew Biggs, Head of Due Diligence, Ontario Teachers' Pension Plan (OTPP)
- John-Allan Dacres, Managing Director, Caisse de dépôt et placement du Québec (CDPQ)
- Matt Liposky, Chief Investment Operating Officer, Massachusetts Pension Reserves Investment Management (MassPRIM)
Moderator:
- Francois Rivard, Chief Executive Officer, Innocap Investment Management
