Dedicated Managed Accounts: Made to Measure for Smart Investors

Hedge fund managed accounts rising as investors seek to reduce fees, improve transparency and gain control over their investments.

By Andrew Lapkin

August 2018

BNY Mellon’s fourth issue of the Race for Assets series looks at how the use of hedge fund managed accounts is rising as investors increasingly seek to reduce fees, improve transparency and gain control over their investments.

According to BNY Mellon, while dedicated managed accounts have been available for some time, the market has evolved rapidly to make the dedicated managed account structure a desirable option for institutional investors. In the fourth issue of BNY Mellon’s Race for Assets series, the paper investigates how this trend is changing the hedge fund landscape.

Learn more by visiting BNY Mellon’s The Race for Assets series page.

Andrew Lapkin
Chief Executive Officer, HedgeMark




This article is provided for general information purposes only and CIBC Mellon and its affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. This article should not be regarded as legal, accounting, investment, financial or other professional advice nor is it intended for such use.

About CIBC Mellon

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services.

As at June 30, 2018, CIBC Mellon had more than C$2 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at September 30, 2018 had US$34.5 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.

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