separately managed accounts

also referred to as: separately managed account

4 statements across 4 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Feb 14, 2022 by Joelle Kayden · across every show →

Everything said about separately managed accounts, oldest first

Feb 14, 2022
Disclosure
Accolade: Raised diverse-manager strategy as SMA after struggling with fundraising
“We struggled mightily to raise capital to address that opportunity, and we're fortunate to have a separately managed account with a handful of large institutions, but it wasn't easy.”
Joelle Kayden Feb 14, 2022 ▶ 30:35 Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
Oct 26, 2023
Insight
Asset managers benefit managing 10–15 large SMAs over 80 small ones
“So it probably is going to be better to have, in example, 10 to 15 really, really significant separately managed accounts versus trying to manage 80 small ones. To me, a small separately managed account is anything under three hundred million dollars.”
Tim Lyne Oct 26, 2023 ▶ 16:03 Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
Jun 3, 2024 positive
Insight
Fink: Daily position monitoring reveals far more than manager pitchbooks
“It's also been, I think, enormously helpful for our team to watch what the managers are actually doing, because it's one thing, again, to see the pretty pages in the flipbook that say, this is our philosophy, this is our process, but then when you watch what t…”
Anne-Marie Fink Jun 3, 2024 ▶ 48:18 Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
May 11, 2026 neutral
Assertion Not checkable as stated
Multi-managers are raising day-one external SMA tickets to $400 million
“This space is getting more competitive. Now, the big platforms are allocating external managers. Getting access to that next talent coming out the door is getting a little bit harder. Getting a separate account for a hundred million dollars on day one, they're…”
Derek Drummond May 11, 2026 ▶ 50:44 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
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