managed accounts

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 9, 2025 by Eric Mogelof · across every show →

Everything said about managed accounts, oldest first

Oct 9, 2025 bullish

Prediction Open · timeframe Oct 2030

Mogelof: Managed accounts and custom target dates will drive private markets adoption

“I would say over the next three to five years, the off-the-shelf is going to take the longest time to get adoption to move, but in the meantime, you're going to see a lot of allocations through managed accounts and custom target date.”

Eric Mogelof Oct 9, 2025 ▶ 27:58 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)

Oct 9, 2025

Assertion Supported

Mogelof: 40% of DC assets are in target date or managed accounts

“If you look at where we are today, roughly 40% of all DC assets are in some type of investment solution, whether it's a Off the shelf target date fund, a custom target date fund, or some sort of managed account.”

Eric Mogelof Oct 9, 2025 ▶ 11:57 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)

May 11, 2026 positive

Opinion

The historical stigma of adverse selection in managed accounts has faded

“What's happening now is given how easy it is for both the manager and the source of capital to have a managed account relationship, the availability of talent that is participating in running managed accounts, this whole notion of adverse selection has been di…”

Will England May 11, 2026 ▶ 21:24 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

managed accounts

Everything said about managed accounts, oldest first

Turn any episode into a week of clips.