Understanding SMAs & Their Popularity with Advisors – Nasdaq – 6.29.17


Now On Demand.

Learn why more and more advisors are turning to Separately/Unified Managed Accounts (SMAs/UMAs). Topics include:

  • Active versus passive managed accounts
  • Manager due diligence and asset allocation considerations
  • Using SMAs/UMAs to increase tax efficiency
  • Comparative product fees: SMAs, UMAs, mutual funds, and ETFs
  • An introduction to Nasdaq Dorsey Wright’s SMA strategies

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.


Andy Hyer, CFP®, CIMA®, CMT
Client Portfolio Manager
Nasdaq Dorsey Wright

Andy Hyer is a Client Portfolio Manager and Senior Analyst at Nasdaq Dorsey Wright. He is responsible for sales and service of investment strategies across Nasdaq Dorsey Wright’s funds, ETFs and SMA accounts.

Since joining the firm in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a Certified Financial Planner™, Certified Investment Management Analyst, and a Chartered Market Technician.

He holds a B.S. from Utah State University with a dual degree in Finance and Economics.


Title: Understanding SMAs & Their Popularity with Advisors
Date: Thursday, June 29, 2017
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Dorsey, Wright & Associates, LLC, a Nasdaq Company, is a registered investment advisory firm. Neither the information within this email nor any opinion expressed shall constitute an offer to sell or a solicitation or an offer to buy any securities, commodities or exchange traded products. This communication does not purport to be complete description of the securities or commodities, markets or developments to which reference is made. Past performance, hypothetical or actual, does not guarantee future results. In all securities trading there is a potential for loss as well as profit. It should not be assumed that recommendations made in the future will be profitable or will equal the performance as shown. Investors should have long-term financial objectives. Advice from a financial professional is strongly advised.