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You are in   News + Outlook   ⁄   Industry Bodies   ⁄   IMAP releases 2016 Managed Accounts FUM Survey

IMAP releases 2016 Managed Accounts FUM Survey

15 Sep 2016
From IMAP - Institute of Managed Account Providers
Toby Potter

Toby Potter

The Institute of Managed Account Professionals (IMAP) today released the 2016 version of the Managed Accounts FUM Survey.

“Managed Accounts have been growing rapidly,” said Toby Potter, Chair of IMAP. “However, because they can be SMAs, or MDA’s or various other legal structures, it’s been hard to be sure just how much is managed in this way.”

“We’ve surveyed almost all the organisations who have a managed account service and we estimate the investment pool is now over $30bn,” said Potter.

Separating this single total into the main types of service, the amounts invested are:

  • SMA / MIS – where there is a PDS – $8.8bn
  • MDA services – $10.2bn
  • Other services such as IDPS Like, IDPS, other contractual arrangements – $11.9bn
  • Total – $30.874bn

In addition, as part of the survey, IMAP has released a listing of the service offerings and contact details of the participants. This will also be included in the IMAP Managed Account Directory available on the IMAP website.

“For confidentiality reasons we are not releasing the FUM associated with each provider. They will release this if they want and of course some publicly listed organisations do this as a matter of course” said Potter.

Read the full survey results here.

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