The unique value of custom SMAs in wealth management: Direct indexing and beyond

Customized separately managed accounts (SMAs) can help advisors meet rising client expectations by delivering highly personalized portfolios with the potential for after-tax outperformance.

Building on the tech-enabled investment strategy of Direct Indexing, custom SMAs offer unique value in three areas: tax management, personalization and automated analysis and systematic execution.

In this paper from Fidelity’s Institutional Insights group, you’ll learn the necessary groundwork needed to offer custom SMAs, where these innovative products are heading, and how they can help enhance your practice and meet investor expectations.

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