Tag Archives: Separately Managed Accounts

image_pdfimage_print

Cumberland Advisors Market Commentary – The Rise of Separately Managed Accounts – 2019 Update

Author: Patricia Healy, CFA, Post Date: September 12, 2019
Patricia Healy, CFA

The Rise of Separately Managed Accounts – 2019 Update Cumberland has utilized separately managed accounts (SMAs) to execute its fixed-income strategy since its inception in 1973, long before SMAs were popularized in the early 2000s. The reasons for managing money in this fashion are the same today as they were then: Transparency (you know what […]

The Rise of Municipal Separately Managed Accounts 2018 Update

Author: Patricia Healy, CFA, Post Date: September 18, 2018
Market Commentary - Cumberland Advisors - The Rise of Municipal Separately Managed Accounts 2018 Update

Cumberland has utilized separately managed accounts to execute its fixed-income strategy since its inception in 1973, long before separately managed accounts (SMAs) were popularized in the early 2000s. What exactly is an SMA? Per Investopedia: “A[n] SMA is a portfolio of assets under the management of a professional investment firm. In the United States, the […]