Key Findings From the 2021 Managed Accounts Report

Partnering with Investment Trends, we’ve gathered data and insights on how financial planners are using managed accounts, now and into the future.

Our latest research explores:

  • Why the shift to managed accounts has accelerated. 
  • The preferred investment approach – the majority of models recommended in the last year (66 per cent) were multi asset class.
  • How the extreme market selloffs prompted by COVID-19 impacted managed accounts. 
  • Why planners who use managed accounts believe it is easier to demonstrate client best interest duty through these solutions when compared to managed funds or direct shares.

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