31 min

Scaling to New Heights: The Growth of Managed Accounts with Mike Martel Praemium Investment Leaders

    • Investimenti

In this episode, we delve into the ever-changing landscape of Managed Accounts.  Our guest, Mike Martel from State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets.

Join us as we explore the trend of blending active and passive strategies within SMAs, how it originated, and the valuable insights Australian advisers can gain from this approach. We also examine the shift towards personalized investment strategies, driven by technology, and the challenges and opportunities Australian advisers may encounter. Stay informed with the highlights from State Street's latest research and gain a glimpse into the future as we consider the unique Australian market dynamics and emerging trends. 
Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website.
We recommend that individuals seek professional financial advice before taking action.

In this episode, we delve into the ever-changing landscape of Managed Accounts.  Our guest, Mike Martel from State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets.

Join us as we explore the trend of blending active and passive strategies within SMAs, how it originated, and the valuable insights Australian advisers can gain from this approach. We also examine the shift towards personalized investment strategies, driven by technology, and the challenges and opportunities Australian advisers may encounter. Stay informed with the highlights from State Street's latest research and gain a glimpse into the future as we consider the unique Australian market dynamics and emerging trends. 
Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website.
We recommend that individuals seek professional financial advice before taking action.

31 min