August 2018: Turbocharging Managed Account Flows

With the first half of 2018 now behind us, it’s a great time to trace how managed account programs have fared thus far this year in terms of sales, redemptions, and net flows.

So we ran the data to learn:

• What was the increase/decrease in sales and flows in the first half of 2018 as compared to the same period in 2017?

• How did the product distribution of sales and flows compare to 2017?

• Did redemptions have a meaningful impact on net flows?