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Showing 21 - 30 of 249 results for "SMAs"

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... management fee. "There are no such structures in place to ensure that SMA providers do not allocate their own products to SMAs that they manage. In fact, submissions indicated that this is fairly common practice," the report said. "However, as noted ...

Fidelity moves into SMAs

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
Fidelity International has entered the managed accounts space with the launch of its first separately managed account (SMA) with an actively managed Australian equity model. The SMA is managed by Fidelity Australian Opportunities Fund portfolio manager ...

Pinnacle affiliates reach $85bn AUM

KARREN VERGARA  |  THURSDAY, 20 MAY 2021
... In terms of opportunities and in meeting investor demand, Pinnacle pointed to the rising popularity of managed accounts, SMAs and quoted unit products. Affiliates participating in discrete managed accounts and SMAs recorded $250 million of net new flows ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... cap), Emerging Leaders (Australian share mid cap), International Share and Income (Australian fixed interest). Watershed SMAs are offered on OneVue, HUB24, Praemium and Fiducian.

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
... $22 billion and Praemium at $8 billion, prior to any acquisition activity. The research shows separately managed accounts (SMAs) hold almost half the market followed by managed discretionary accounts (MDAs) at 30%, with the remaining 22% being in the ...

Macquarie Wrap SMAs surpass $5bn

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
Macquarie announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have exceeded $5 billion in funds under administration. Macquarie said the milestone demonstrates the strength of its platform and the continued interest shown ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... Investment Management has streamlined its operations by consolidating and replacing a number of separately managed accounts (SMAs) after its acquisition of Madison Financial Group. The investment manager initiated its Project Streamline by consolidating ...

Praemium sees benefits of scale

ELIZA BAVIN  |  WEDNESDAY, 13 JAN 2021
... estate and private credit funds for sophisticated investors. Additionally, it will launch margin lending for international SMAs in partnership with Leveraged Equities. Praemium said it will deliver new digital capabilities for model managers, including ...

Qualitas readies new fund with GURNER

KANIKA SOOD  |  THURSDAY, 3 DEC 2020
Qualitas has partnered for a new fund that is starting with a $1 billion pipeline of multifamily housing assets in Melbourne. Qualitas is working with GURNER, with whom it has previously partnered on $150 million investment in build-to-sell development. ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... years, we developed an integrated managed accounts platform so advisers can access custodial separately managed accounts (SMAs) and individually managed accounts (IMAs) on the platform, and have integrated reporting of non-custodial investments as well ...