【separately_managed_account】什么意思_英语separately_managed_account的翻译_音标_读音_用法_例句_在线翻译

separately managed account

分别管理的账户：在投资管理行业中，分别管理的账户（SMA）是几种不同类型的投资账户之一。例如，SMA可以是个人管理的投资账户；这些账户通常由券商通过其经纪人或理财顾问提供，并由独立的投资管理公司（通常简称为资金管理者）管理；它们具有不同的费用结构。这些特定类型的SMA根据其结构可能被称为“包装费”或“双重合同”账户。SMA没有官方的指定，但有一些常见的特征在许多类型的SMA计划中得到体现。这些特征包括开放的结构或灵活的投资证券选择；多个资金管理者；以及为客户的特定投资目标或期望的限制制定的定制投资组合。

专户理财

这些产品同属于专户理财（Separately Managed Account），但是因为缺少多样化金融工具支持，造成产品同质化，难以真正为客户提供量身定制的资产管理服务。

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abstract: A separately managed account (SMA) is an individual managed investment account offered typically by a brokerage firm through one of their brokers or financial consultants and managed by independent investment management firms (often called money managers for short) and have varying fee structures. With such a broad definition, many types of accounts might fit the definition of an SMA.

以上来源于: WordNet

Managed account platforms, which allow an investor's assets to be held separately from the main fund, are popular because clients can keep track of their positions.

允许分开持有投资者资产和主要基金的托管账户平台很受欢迎，因为客户可以掌握他们的仓位情况。

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A separate account for such fund shall be opened and be managed separately.

执业风险基金应当单独立户管理。

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更多双语例句

To set up a separately managed account you need to talk with a wealth manager.

FORBES: Connect
These securities are held in a separately managed account and utilize liquid ETFs and exchange traded options, avoiding bank credit risk.

FORBES: How European Bank Woes Could Wreak Havoc On A Portfolio
When do you pull the trigger on the mutual fund or separately-managed account in which you have placed your hard-earned capital?

FORBES: When To Sell Your Mutual Fund And Fire Your Money Manager

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