Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

NEW YORK, April 30, 2025 /PRNewswire/ -- Nuveen, the investment manager of TIAA, is expanding its separately managed account (SMA) platform with the launch of the Nuveen High Income Municipal SMA, ...

The Zephyr PSN Outlook for 2026 aims to build on the success of previous editions. The 2025 PSN Mid-Year Outlook achieved significant recognition, receiving nominations for thought leadership in both ...

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Past performance is not a guarantee of future results. An investment in this strategy can lose value. Please visit www.franklintempleton.com for the latest performance figures. Investors cannot invest ...