Managed Accounts Executive Outlook 2009

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This report analyzes results from a survey of 75 managed account executives conducted in the fourth quarter of 2008, and provides an outlook for changes in distribution, operations and technology in the industry over the next three years. The report finds that while trends in models-based distribution are likely to have a transformational effect on industry operations, key scalability barriers still remain. Recommendations to meet the coming challenges and capitalize on opportunities are provided for investment managers, sponsors and outsourcers.