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Showing 41 - 50 of 249 results for "SMAs"

Thousands exit Westpac raise

HARRISON WORLEY  |  WEDNESDAY, 11 DEC 2019
More than 3300 Westpac investors decided to exit the bank's recent share placement plan, taking close to $70 million with them. Westpac has smashed through its target of $500 million on its way to raising $770 million of investor capital, and the big ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... oil, tobacco, weapons, heavy polluters, gambling and coal. Portfolio manager and head of research Luke Price explained the SMAs are designed to meet the potential increase in demand for ethical investments following the introduction of the FASEA Code ...

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
A new range of separately managed accounts (SMAs) have launched, attempting to address a demand the new FASEA code of ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... what's been going on out there in the market." Sanders added he was hopeful the flexibility afforded by MDAs - as opposed to SMAs - was a benefit ASIC understood. "What we do know is that MDAs sort of offer a degree of flexibility in meeting a need ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... are doing is keeping the existing unlisted trust structure for now but we are clearly interested in other vehicles such as SMAs [separately managed accounts] and exchange traded funds in the future, not just for Celeste but all our strategies," Zurich's ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... The models had previously been run by Patersons as in-house model portfolios. It is the first time Patersons has launched SMAs through a platform for clients to invest in as an SMA. Patersons director of wealth management Matthew Wigzell explained to ...

Asset manager implements advisory board

HARRISON WORLEY  |  MONDAY, 29 JUL 2019
... partnership with boutique wealth firm Bridge Private Wealth, Elston Bridge offers a range of multi-asset class, diversified SMAs built around a large-cap Australian equity

Super body opposes member interests bill

HARRISON WORLEY  |  MONDAY, 22 JUL 2019
The Government's move to reintroduce its member interests superannuation reforms continues to rile pockets of the super sector. The national advocacy group for women employed in superannuation and financial services, Women in Super (WIS), has condemned ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... said further enhancements are scheduled over the coming quarter - including enabling the use of separately managed accounts (SMAs) within other SMA models and broadening the managed fund fee rebate capability across all managed account offers.

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... management firm Bridge Private Wealth. The models portfolios called Elston Bridge, offer a range of multi-asset class, diversified SMAs built around a large-cap direct Australian equity core. Elston AM head of adviser services Mark Smith said Bridge ...