• Unified Managed Accounts and SMAs, Compared

  • Sep 19 2024
  • Length: 39 mins
  • Podcast

Unified Managed Accounts and SMAs, Compared

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  • Summary

  • Dimensional Fund Advisors’ Katie Hendrix and Bryce Skaff dive into the firm’s new UMA platform.

    In this episode:

    • Differences between unified managed accounts, separate accounts, and direct indexing.
    • A look inside UMA platform technology.
    • How UMAs address tax considerations.

    You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

    Additional resources:

    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/tax-managed-separate-accounts

    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

    Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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