MMI-Cerulli Q2 2022 Advisory Solutions

The Q2 2022 edition of MMI-Cerulli Advisory Solutions Quarterly, which provides statistics on the managed accounts industry as of June 30, 2022, is available for download.

Managed account assets declined for the second consecutive quarter in 2Q 2022, falling below the $10 trillion mark achieved in 3Q 2021. This 10.2% decrease in assets dwarfs the losses in 1Q 2022 (-2.7%) as the U.S. economy inched toward recession territory in the second quarter. Despite this decline, managed account assets have more than doubled since year-end 2016.


Direct Indexing Solutions the Most Sought-After Product in 2022
This edition also looks at the top product and solution priorities of managed account sponsors in 2022. Sponsors “shopping lists” have remained consistent over the past several years with the notable exception of direct indexing, which vaulted into first place in 2022 over ESG portfolios, model-delivered SMAs, income solutions, and strategic asset allocation models.

MMI-Cerulli Advisory Solutions Data Portal Updated
The MMI-Cerulli Advisory Solutions Data portal on Cerulli’s Lodestar platform has also been updated with Q2 2022 data. As a reminder, MMI members that contribute their advisory solutions data to Cerulli on a quarterly basis have access to this online portal. It allows users to take a deeper dive into the MMI-Cerulli dataset – with the ability to sort, filter and export the data for business planning and presentation purposes.

Please contact: