Seward & Kissel Releases Report on Separately Managed Accounts

November 9, 2021

Seward & Kissel is pleased to release its first SMA Snapshot Report. Given the increase in demand for SMAs from investors, we felt the Report was a natural extension to our Hedge Fund Side Letter Study.

The Report provides a high-level analysis of the trends we have observed among SMAs, including trends regarding account size, investors, fees, investment strategy, termination rights and more. Key takeaways include:

  • 50% of fund managers with SMAs were founded over 5 years ago
  • 65% of SMAs had an equity-focused strategy
  • More than 50% of SMA investors were funds
  • 40% of SMAs had no incentive fee

To download a copy of the Report, please submit the form below.

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