Separately Managed Accounts (SMAs) are investment accounts owned by individual investors but managed by a professional money manager. The assets within each account are held directly in the client’s name, providing direct ownership and transparency.
Mechanism
A portfolio manager constructs a customized portfolio of assets, executing trades directly within the client’s account. This management adheres to the client’s specific investment objectives, risk tolerance, and tax considerations. Unlike pooled investment vehicles, SMAs offer individualized management and a distinct asset portfolio.
Methodology
The methodology emphasizes personalized investment strategies, direct asset ownership, and enhanced tax efficiency. In the crypto investing sector, SMAs allow institutional or high-net-worth individuals to gain exposure to digital assets through professional oversight, offering a tailored approach to portfolio construction, risk supervision, and capital allocation, distinct from collective investment schemes.
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