Fixed Income SMAs: Key Considerations in Launching Retail Strategies

Download our essential guide for asset managers on successfully launching and scaling retail fixed income SMAs — with insights from industry leaders who’ve done it.

Hear directly from experts at:

  • Aristotle Pacific Capital
  • Guggenheim Partners
  • T. Rowe Price

Why offer bond SMAs, and why now?

Retail investors are driving demand for more personalized and tax-efficient fixed income solutions. Asset managers must re-evaluate how they structure, deliver, and scale retail separately managed accounts (SMAs) to remain competitive. Yet many firms grapple with fragmented technology, operational drag, and a lack of clarity on where to start—or how to expand.

This whitepaper arms you with strategic insights and actionable considerations to future-proof your SMA business.

What you'll learn

  • What’s driving today’s rapid growth in fixed income SMAs
  • The most critical questions to answer when launching or expanding retail SMA products
  • Common pitfalls and success factors from your peers
  • Technology’s role: How cloud-native platforms make true customization and scale possible
  • Lessons from top asset managers who’ve achieved scalable, client-focused SMA solutions
Thumbnail of cover of IMTC SMA whitepaper
"We offer SMAs because they provide meaningful value to our advisors’ clients and contribute to the growth of our firm. While some upfront investment is necessary, we can strategically leverage technology to scale efficiently without significantly increasing headcount."
Josh Schwab, CFO and COO, Aristotle Pacific Capital

Hear directly from top SMA professionals

Gain exclusive, practical advice from executives at top asset management firms who have successfully scaled retail fixed income SMA solutions. Their firsthand strategies, best practices, and lessons learned are featured throughout this whitepaper.

Josh Schwab headshot

Josh Schwab

CFO and COO
Aristotle Pacific Capital
Ric Costa headshot

Ric Costa

Managing Director, Head of Wealth Management
Aristotle Funds
Adam Bloch headshot

Adam Bloch

Managing Director, Portfolio Manager
Guggenheim Partners
Michael Benedetto headshot

Michael Benedetto

Head of Global SMA Platform
T. Rowe Price

About IMTC

IMTC is an enterprise fintech provider that is fundamentally changing the way asset and wealth management firms manage fixed income assets for their clients. The cutting-edge, cloud-native portfolio and order management platform provides a comprehensive suite of tools combining advanced analytics, automation capabilities, and actionable insights. IMTC empowers firms with the ability to customize accounts at scale, modernize tech stacks, and launch products previously inaccessible. Clients benefit from making faster, more accurate, and more compliant investment decisions across portfolios, simultaneously. IMTC has a global presence, with headquarters in New York City. For more information, visit www.imtc.com or follow on LinkedIn.