Separately Managed Accounts (SMAs)
Separately Managed Accounts, or SMAs, are professionally managed portfolios that allow investors to own the underlying securities directly. Designed for high-net-worth investors, SMAs offer several advantages over traditional mutual funds.
Benefits of SMAs
- Direct ownership of securities—in a professionally managed portfolio.
- Portfolio customization—including the ability to exclude certain securities or sectors.
- Tax efficiency—through the use of tailored tax strategies, including tax-loss harvesting and excluding securities that may trigger high tax liabilities.
SMAs at Boston Partners
We’ve offered access to our strategies through SMAs since 2007. Today, we offer a range of strategies for high-net-worth investors, working with more than 25 sponsor firms to provide both manager-traded and model-delivery approaches.
- International ADR
- Large Cap Value
- Large Cap Value Select
- Mid Cap Value Equity
- Premium Equity
- Small Cap Value
- Small/Mid Cap Value
- Strategic Equity
- WPG Partners Select Small Cap Value
- WPG Partners Small Cap Value
