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Show Notes
Josh Rogers, Senior Client Portfolio Manager at Invesco, explains how separately managed accounts (SMAs) have evolved from clunky stock lists into technology-driven portfolio solutions that allow advisors to scale while still delivering meaningful customization. By combining manager-traded portfolios, integrated data systems, and advanced tax management tools, modern SMAs help advisors offer personalized portfolios without adding operational complexity.
Rogers highlights how innovations like direct indexing and tax-optimized long/short SMAs give advisors new ways to manage concentrated positions, harvest tax losses, and improve after-tax outcomes for clients. As technology continues to expand customization and automation, SMAs are becoming not just an investment vehicle—but a strategic platform for advisors looking to grow their practices while maintaining a highly tailored client experience.
Resources: Invesco