Financial services offered by qualified investment managers or financial institutions to monitor and fund management of an individual’s or institutional investor’s investment portfolio are managed account services (MAS). These services are designed to provide a customised and individualised approach to wealth management by matching investment strategies to the client’s risk tolerance and financial objectives.
A discretionary investment management arrangement, wherein the designated manager has the power to make investment decisions on behalf of the client, is commonly associated with MAS. This can involve rebalancing a portfolio, allocating assets, and purchasing and selling securities.
The manager manages the daily investment activity while the client’s assets remain in their name, giving transparency and ownership. The experience of seasoned experts who employ research and analysis to make well-informed investing decisions is advantageous to clients. To help clients diversify their portfolios, MAS providers frequently provide various investment options, including stocks, fixed-income, and alternative investments.
Advantages of managed account services...