2018
Managed Account Buyer’s Guide

A Custom Fit: With managed accounts, the more participant input, the better the allocation strategy.

Industry Stats

Total Managed Account Assets ($mm)

Total Managed Account Plans

$90,000
$156,220
$274,628
2011
2015
2018
100,156
133,948
145,107
2011
2015
2018

Total Managed Account Participants

1,668,957
2,334,625
2,986,927
2011
2015
2018

Total Managed Account Assets, by Service Model


Direct/
Outsourced
relationships
Sub-advised
relationships

Percentage of Total Managed Account Participants,
by Length of Relationship

3%
4%
7%
6%
13%
67%purple triangle
<6
months
>6 – 12
months
>1 – 2
years
>2 – 3
years
>3 – 5
yesrs
>5
years