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Showing 31 - 40 of 249 results for "SMAs"

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. ASIC was expected to put out a consultation paper on MDAs last year but in March this year, said ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. Commenting on the market volatility for the period, Milliman head of capital markets for AustraliaVictor ...

New sales lead at ethical manager

ELIZABETH MCARTHUR  |  MONDAY, 7 SEP 2020
... sales lead. Ethical Funds Management has appointed Peter Evans to the role of business development manager for their range of SMAs. Evans comes from BNP Paribas, where he spent almost a decade as senior business development manager. Much of his work ...

Top traded stocks revealed

ALLY SELBY  |  TUESDAY, 7 JUL 2020
The top traded stocks for June among Australian investors has been revealed, with punters throwing cash at tech, aviation, automotive and entertainment companies to profit from the rally. Multi-asset platform eToro found that Tesla was its most traded ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... Partners (Global small and mid-cap equities). Earlier this year, it sold its stake in Ralton Asset Management which focused on SMAs to ASX-listed 360 Capital as the latter looked to build out its equities capabilities.

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
... Andrew Mathie has joined Atticus Wealth as its head of distribution. Atticus Wealth was founded in 2015 and currently provides SMAs to two financial planning groups Australian Financial Planning Group (AFPG) and Keystone Wealth. Atticus' off-the-shelf ...

Hundreds of billions ripped from super

HARRISON WORLEY  |  FRIDAY, 5 JUN 2020
For a moment, Australia's superannuation system was beyond the magic $3 trillion mark. But, COVID-19 momentarily set the sector back, according to new data. Latest Australian Bureau of Statistics data shows the super sector was smashed to the tune of ...

Active share, past outperformance can predict returns

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... Cremers, Jon A. Fulkerson and Timothy B. Riley and published as a first draft on April 20, takes the analysis of active share to SMAs. "[The]...suggests that strong past performance alone is insufficient for subsequent outperformance-a manager must also ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... around earnings," Wright said. Wright said managed discretionary accounts (MDAs), as well as separately managed accounts (SMAs) have reaffirmed their status as an efficient structure to support advisers and investment managers handle their clients' wealth ...

Opt-out super to hit workers: ISA

HARRISON WORLEY  |  TUESDAY, 21 JAN 2020
New Industry Super Australia research claims to show plans to make superannuation optional for low-income workers is nothing more than a tax grab. According to ISA's latest analysis, low-income workers in New South Wales who chose to take their superannuation ...