Global SMA rated superiorBY JAMIE WILLIAMSON | FRIDAY, 31 MAR 2017 11:33AM
A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research.Read more: Amazon, Index, SQM Research, Adviser Roundtable Series, Alex Pollak, Alibaba, Apple, Disney, Exxon, Ford, General Motors, Global SMA, Google, Loftus Peak Global Change Model Portfolio, Mason Stevens, Oracle, S&P, Thomas Bignill, Time Warner
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16 AUG 2017
Investment Trends has found that new inflows to managed accounts from financial advisers on behalf of clients has all but trebled in the last four years. The surge in popularity is being driven by the ...
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