Analyzing Separately Managed Accounts

Riepe, Mark W.
November 2011
Journal of Financial Planning;Nov2011, Vol. 24 Issue 11, p30
Academic Journal
The article offers information on the mutual funds and how investors opted to use the several forms of delegated money management. It mentions that the amount of dollars invested in mutual funds is same as those in separately managed accounts (SMAs). It notes that in mutual fund framework, the securities are owned by the investors own shares of fund. Moreover, it states that the account holder can demand that certain limits be placed on the account, wherein a specific stock should not be keep.


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