As the investment industry evolves, the demand for more personalized portfolios is at an all-time high. With assets in separately managed accounts (SMAs) projected to exceed $2 trillion by the end of 2024, the need for scalable, efficient management practices has never been more critical.
Sleeve accounting empowers firms to offer multi-strategy SMAs at scale, meeting clients' demands for personalization, diversification, and tax optimization. The key lies in harnessing the right level of automation, driven by business logic, to enable efficient sleeve creation and friction-free sleeve management across all portfolios.
Thie whitepaper delves into the benefits of sleeve accounting and the technology to support it.
