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SMAs

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Oct 23, 2019 Research Alliance Eaton Vance Corporate Bond Market Update—September 2019

EVM’s Thomas Luster reviews recent market activity, issuance and fundamentals, and provides three key takeaways moving forward.

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Oct 21, 2019 Research Alliance Choosing a Custom SMA Provider? What to Expect When You’re Investing—Parametric

Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.

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Jul 10, 2019 Research Alliance Unreliable Narrators: What Many SMA Composites Don't Tell You—Parametric

Composites have a lot to say about an investment product’s historical performance. But when it comes to taxable SMAs, they leave a lot out.

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May 14, 2019 Research Alliance Smaller Muni SMAs Leave a Bad Taste in SALT-Seasoned Market—Thornburg

Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.

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Dec 14, 2017 An Operational Viewpoint on Integrating Separately Managed Accounts

Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.

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