{"id":2909,"date":"2024-04-30T15:46:09","date_gmt":"2024-04-30T15:46:09","guid":{"rendered":"https:\/\/lynkcm.com\/?p=2909"},"modified":"2024-05-01T00:25:17","modified_gmt":"2024-05-01T00:25:17","slug":"evaluating-momentum-shift-sma-beyond-2023-2","status":"publish","type":"post","link":"https:\/\/lynkcm.com\/pt\/evaluating-momentum-shift-sma-beyond-2023-2","title":{"rendered":"Avaliando o momentum: A mudan\u00e7a cont\u00ednua para contas gerenciadas separadamente ap\u00f3s 2023"},"content":{"rendered":"
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SMA Momentum: Al\u00e9m de 2023<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Avaliando o momentum: A mudan\u00e7a cont\u00ednua para contas gerenciadas separadamente ap\u00f3s 2023<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Mais de um ano se passou desde que o relat\u00f3rio Hearts & Wallets de 2022 destacou uma mudan\u00e7a significativa nas prefer\u00eancias de investimento entre os americanos afluentes, com um aumento not\u00e1vel na ado\u00e7\u00e3o de contas gerenciadas separadamente (SMAs) e um afastamento gradual dos fundos m\u00fatuos tradicionais. \u00c0 medida que nos aprofundamos em 2024, torna-se imperativo avaliar se essa tend\u00eancia manteve seu \u00edmpeto e entender as for\u00e7as que moldar\u00e3o sua trajet\u00f3ria nos pr\u00f3ximos anos.<\/p>

De acordo com os dados de 2022, as SMAs tiveram um aumento na utiliza\u00e7\u00e3o, principalmente entre as fam\u00edlias com $3 milh\u00e3o ou mais em ativos invest\u00edveis. A tend\u00eancia n\u00e3o foi apenas um reflexo da mudan\u00e7a de prefer\u00eancias entre os ricos, mas tamb\u00e9m apontou para uma democratiza\u00e7\u00e3o mais ampla desses ve\u00edculos de investimento, \u00e0 medida que os custos se tornaram mais competitivos e os limites m\u00ednimos de investimento foram reduzidos. Laura Varas, da Hearts & Wallets, considerou essa mudan\u00e7a como parte de uma moderniza\u00e7\u00e3o das ferramentas financeiras que atingem objetivos semelhantes aos dos fundos m\u00fatuos, mas com maior flexibilidade e personaliza\u00e7\u00e3o.<\/p>

Agora, ao avaliarmos o cen\u00e1rio em 2024, surgem v\u00e1rias perguntas importantes: O crescimento da ado\u00e7\u00e3o de SMAs continuou no mesmo ritmo? Os fatores determinantes de custos mais baixos e portf\u00f3lios personaliz\u00e1veis ainda est\u00e3o influenciando as decis\u00f5es dos investidores? Al\u00e9m disso, o setor tem visto inova\u00e7\u00f5es nas ofertas de SMA que podem estar impulsionando ou prejudicando sua ado\u00e7\u00e3o?<\/p>

Para entender a dire\u00e7\u00e3o futura das SMAs, precisamos considerar diversas vari\u00e1veis cr\u00edticas:<\/p>

Mudan\u00e7as regulat\u00f3rias:<\/strong> O ambiente regulat\u00f3rio pode afetar significativamente a atratividade de diferentes ve\u00edculos de investimento. Qualquer nova regulamenta\u00e7\u00e3o que afete as taxas, a transpar\u00eancia ou a prote\u00e7\u00e3o ao investidor poder\u00e1 alterar o cen\u00e1rio competitivo entre as SMAs, os fundos m\u00fatuos e outros ve\u00edculos de investimento, como os ETFs.<\/p>

Avan\u00e7os tecnol\u00f3gicos:<\/strong> O papel da tecnologia na gest\u00e3o personalizada de patrim\u00f4nio \u00e9 crucial. Os aprimoramentos na tecnologia financeira que simplificam o gerenciamento das SMAs ou melhoram as interfaces com os clientes podem aumentar ainda mais sua popularidade.<\/p>

Condi\u00e7\u00f5es econ\u00f4micas:<\/strong> O ambiente macroecon\u00f4mico, incluindo a volatilidade do mercado, as taxas de juros e o crescimento econ\u00f4mico, invariavelmente influencia as prefer\u00eancias de investimento. Em tempos de incerteza, o apelo de op\u00e7\u00f5es de investimento personaliz\u00e1veis e gerenciadas diretamente pode aumentar.<\/p>

  • Mudan\u00e7as demogr\u00e1ficas: \u00c0 medida que os investidores mais jovens, que podem priorizar quest\u00f5es como fatores ESG (ambientais, sociais e de governan\u00e7a), se tornarem mais dominantes no mercado, as SMAs poder\u00e3o ter uma demanda maior devido \u00e0 sua capacidade de adaptar os investimentos aos valores pessoais de forma mais expl\u00edcita do que os fundos m\u00fatuos.<\/li><\/ul>

    Modelos de neg\u00f3cios de consultores:<\/strong> As estrat\u00e9gias comerciais dos consultores financeiros e das empresas de gest\u00e3o de patrim\u00f4nio - se continuar\u00e3o a mudar para modelos baseados em taxas em vez de estruturas baseadas em comiss\u00f5es - tamb\u00e9m desempenhar\u00e3o um papel significativo. Essa mudan\u00e7a pode afetar a preval\u00eancia das SMAs, j\u00e1 que elas geralmente s\u00e3o mais compat\u00edveis com um modelo de consultoria baseado em taxas.<\/p>

    • Desempenho de mercado das SMAs em rela\u00e7\u00e3o aos fundos m\u00fatuos: O acompanhamento cont\u00ednuo do diferencial de desempenho entre as SMAs e os fundos m\u00fatuos ser\u00e1 crucial. O desempenho superior de qualquer um deles poderia influenciar significativamente as prefer\u00eancias dos investidores.<\/li>
    • Educa\u00e7\u00e3o e conscientiza\u00e7\u00e3o do investidor: O aumento da conscientiza\u00e7\u00e3o e da compreens\u00e3o dos diferentes ve\u00edculos de investimento pode levar os investidores a tomar decis\u00f5es mais informadas. Se a tend\u00eancia de aumento da educa\u00e7\u00e3o do investidor continuar, poderemos ver escolhas de investimento mais matizadas e personalizadas, beneficiando o crescimento das SMAs.<\/li><\/ul>

      Em resumo, embora o aumento da ado\u00e7\u00e3o de SMA tenha marcado uma mudan\u00e7a fundamental nas estrat\u00e9gias de investimento em 2022, a avalia\u00e7\u00e3o cont\u00ednua dessas vari\u00e1veis \u00e9 essencial para prever seu papel futuro na gest\u00e3o de patrim\u00f4nio. O fato de essa tend\u00eancia continuar a crescer depender\u00e1 em grande parte da evolu\u00e7\u00e3o desses fatores. \u00c0 medida que avan\u00e7amos, tanto os observadores quanto os participantes do setor precisar\u00e3o ficar atentos a esses desenvolvimentos para navegar com efic\u00e1cia nas mar\u00e9s mut\u00e1veis das prefer\u00eancias de investimento.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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      Isen\u00e7\u00e3o de responsabilidade:<\/strong>O conte\u00fado desta postagem do blog \u00e9 apenas para fins informativos e n\u00e3o se destina a ser uma consultoria de investimento, uma oferta ou solicita\u00e7\u00e3o de uma oferta de compra ou venda, ou uma recomenda\u00e7\u00e3o, endosso ou patroc\u00ednio de qualquer t\u00edtulo, empresa ou fundo. As informa\u00e7\u00f5es fornecidas n\u00e3o constituem aconselhamento de investimento, aconselhamento financeiro, aconselhamento de negocia\u00e7\u00e3o ou qualquer outro tipo de aconselhamento e voc\u00ea n\u00e3o deve tratar nenhum dos conte\u00fados como tal. A LYNK Markets n\u00e3o recomenda que nenhum t\u00edtulo seja comprado, vendido ou mantido por voc\u00ea. Fa\u00e7a sua pr\u00f3pria dilig\u00eancia e consulte seu consultor financeiro antes de tomar qualquer decis\u00e3o de investimento.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

      Momento da SMA: Al\u00e9m de 2023 Avaliando o Momentum: A mudan\u00e7a cont\u00ednua [...]<\/p>","protected":false},"author":4,"featured_media":2894,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24],"tags":[],"class_list":["post-2909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-assets"],"yoast_head":"\nEvaluating the Momentum: The Continuing Shift to Separately Managed Accounts Beyond 2023 - Lynk Markets Assets<\/title>\n<meta name=\"description\" content=\"More than a year has passed since the 2022 Hearts & Wallets report highlighted a significant shift in investment preferences among affluent Americans, with a notable rise in the adoption of Separately Managed Accounts (SMAs) and a gradual departure from traditional mutual funds %\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/lynkcm.com\/pt\/evaluating-momentum-shift-sma-beyond-2023-2\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Evaluating the Momentum: The Continuing Shift to Separately Managed Accounts Beyond 2023 - 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