About Advisor Insight - Separate Accounts

SMA Evaluator

A Comprehensive Tool to Research, Analyze and Track Separate Accounts

Standard & Poor's SMA Evaluator is a comprehensive service that empowers financial advisors to research, analyze, compare and track separately managed accounts (SMA's). Features include:

An objective five-factor ranking system
Comprehensive returns and holdings based analytics
Qualitative information including descriptions of the firm, people, and investment process
In-depth SMA research reports
Empowering toolsets including search engines, product comparisons, and back-testing
Timely alerts to inform advisors of meaningful manager-related events

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Research Tools

SMA Evaluator provides you with tools you need to research separately managed accounts, including:

Search engines and toolsets for manager screening and monitoring
In-depth research, analytics, managed account reports, screening tools, monitoring mechanisms, product comparisons, and hypotheticals
Comprehensive returns and holdings based analytics
In-depth SMA research reports

Commentary

Each quarter, for the benefit of our clients, Prima Capital's investment analysts provide a summary of market conditions and trends in its Quarterly Market Review.

S&P Monthly Investment Idea

Each month we spotlight one separate account manager, providing a manager overview, portfolio characteristics, our analyst's opinion and quick access to our SMA research report on the manager.

SMA Reports

SMA Research Reports provide key information and action-oriented research you need to select and match SMAs to meet client needs, including overviews, manager rankings, risk and return information.

View sample report (pdf)