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Adjusted for Risk: Despite the Known Benefits and Growth of SMAs, Questions RemainAdjusted for Risk: Despite the Known Benefits and Growth of SMAs, Questions Remain

Revisor's Landon Jones and Ethan Dunbar answer hot topic questions regarding separately managed accounts.

Ryan Nauman, Market Strategist

October 31, 2023

In this week's episode of Zephyr's Adjusted for Risk podcast, Zephyr Market Strategist Ryan Nauman welcomes back the insightful and engaging duo of Landon Jones and Ethan Dunbar of Revisor. Landon and Ethan answer some of the hot topic questions regarding separately managed accounts, how the investment product can help enhance the client experience and they address some of the myths about SMAs.

Lastly, in honor of the release of Taylor Swift's "1989 (Taylors Version)," album we talked about the Swifties.

 

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About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.