Take your practice forward with managed accounts

Discover how advisers are using managed accounts in 2026 to drive profitability, strengthen client engagement and implement portfolios more efficiently—based on insights from the State Street/Investment Trends research.

Model Portfolio Strategist Sinead Schaffer shares key findings from the latest State Street/Investment Trends managed accounts research.

What's inside

A curated selection of insights from the 2026 State Street/Investment Trends Managed Accounts Report, highlighting how managed accounts continue to play a central role in advice practices, including:

Mainstream solution 61%

of advisers utilise managed accounts.

Business growth 59%

of advisers cite enhanced profitability as a key benefit of managed accounts.

Disciplined investing 44%

say managed account clients are more confident and disciplined during market volatility.

Whole of Portfolio Solution 80%

of the models recommended in the past 12 months were multi-asset class strategies.

Core Allocation 79%

of advisers use managed accounts as a core allocation.

Cost Effective 43%

note that managed accounts are more cost effective than comparable investments.

About the research

The State Street / Investment Trends 2026 Managed Accounts Report was commissioned by Investment Trends. The quantitative online survey was conducted between November 2025 and January 2026, with a final sample of 1,086 financial advisers after data cleaning and validation.

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