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Showing 121 - 130 of 249 results for "SMAs"

Managed fund allocations jump

MARK SMITH  |  MONDAY, 7 MAR 2016
... in traditional asset classes for SMSFs - cash, direct shares and property - and their replacement with managed funds and SMAs (self-managed assets) indicates the professionalism that has come in developing portfolios," continued Marsh. "There's a world ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... stages. Assets invested through Infocus' direct-to-consumer advice solution will be invested in separately managed accounts (SMAs) offered by Ibbotson Associates Australia. Infocus Wealth Management managing director Rod Bristow said in addition to outcomes ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... public face of managed accounts The other common managed account structures Heather refers to are separately managed accounts (SMAs) and individually managed accounts (IMAs). IMAs offer roughly the same level of customisation and personalisation as an ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... JBWere/Investment Trends 2015 SMA Report, based on an online survey of 671 financial planners, suggests that the number of advisers using SMAs in client portfolios has risen from 17% last year to 20%. The report argues that this is due to a number of ...

NZ Super eyes glass to smash returns

DARREN SNYDER  |  FRIDAY, 14 AUG 2015
The New Zealand Superannuation Fund will have a place on the board of a US-based tinted glass manufacturer after purchasing a stake in the business for US$75 million. NZ Super Fund's head of international direct investment, Nigel Gormly, will take a ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... a sustained rise in new Listed Investment Companies (LICs), Exchange Traded Funds (ETFs) and Separately Managed Accounts (SMAs), primarily driven by greater demand from direct investors," Green said. Green added that SMAs are one of the fastest growing ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
... structure. The report, based on a survey of over 650 advisers, also suggested that a further 23% of advisers intend to use SMAs in the future. SMAs were perceived as being particularly useful within self-managed super funds, with 51% of respondents using ...

Market Wrap AM

AAP  |  FRIDAY, 24 APR 2015
The Australian market looks set to open higher, following gains on Wall Street overnight. At 0654 AEST on Friday, the June share price index futures contract was up 27 points at 5,858. In the US, the Nasdaq index smashed its 15-year-old record Thursday ...