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The Personalization Advantage | Why SMAs are Gaining Ground

Investors' unique goals, values, and preferences require firms to be more flexible at scale.

One of the most powerful shifts reshaping asset management today is the rise of personalized portfolios. Leading this transformation are Separately Managed Accounts (SMAs)—now widely recognized as the premier vehicle for tailored investing. How do SMAs achieve investor personalization, and how do firms implement them at scale? Read our 2025 WealthManagement Mid-Year article to find out.