Insights
By the Numbers Managed Accounts Trends, Usage and What’s Next
The SPDR ETFs / Investment Trends 2022 Managed Accounts Report sought to better understand the usage and trends in managed accounts among financial advisers. The insights from this report can help you take your practice forward.
The Growing Use of Managed Accounts
The use of managed accounts in Australia has expanded, with managed accounts now representing around $131.6 billion of funds under management.1
One in two financial adviser utilise managed accounts, up from just 16 per cent a decade ago. A further 18 per cent may do so in the future.
20%
Of new client inflows invested in managed accounts by financial advisers, up from just 4 per cent in 2015.
60%
Of their client book are being recommended managed accounts by current users.
52%
Of managed accounts users are directing more than 80% of their client’s portfolio into managed accounts.
Focusing on What Matters Most
Managed accounts can save advisers a priceless resource – time. Advisers are using this extra time to focus what matters most – their clients.
Using managed accounts enhances advisers’ value proposition in two key areas: focusing on client goals and efficient investing.
15.7 hours
Per week saved as a result of using managed accounts.
43%
Of managed accounts users have a greater focus on client financial and lifestyle goals.
38%
Of users believe greater transparency as a result of managed accounts has improved their client value proposition.
Implementing Managed Accounts
Advisers have an unprecedented choice when it comes to selecting cost-effective ways of delivering investments to their clients, while optimising their core skills in providing strategic wealth advice and support.
Financial planners continue to recommend managed accounts for their transparency, cost-efficiency and access to institutional-quality investment managers.
83%
Of users implement managed accounts via a separately managed accounts (SMAs).
64%
Of managed account users have a preference to hold exchange traded funds (ETFs) within a managed account.
49%
Of managed accounts users recommended multi-asset class solutions.
About the Research
The SPDR ETFs / Investment Trends 2022 Managed Accounts Report was commissioned by Investment Trends. The quantitative online survey was carried out between 6 December 2021 and 30 January 2022. The sample after data cleaning and validation was 669 financial advisers.
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