Search Results | Showing 91 - 100 of 277 results for "Model portfolios" |
| | | ... SMA solutions in August last year with the introduction of the Hybrid Income and Large Cap Australian Equities model portfolios, Shaw and Partners co-chief executive Earl Evans said clients have been asking for a more comprehensive portfolio management ... |
| | | | ... portfolios in a scalable way that engenders trust within the client base. In doing this, the firm implemented SMA model portfolios of exchange-traded funds. With about 360 clients, this eliminated the need for records of advice (RoAs) when a change in ... |
| | | | ... that can bring significant diversification benefits," Brant said. He added that Quantifeed has also developed model portfolios for clients investing in other modern global industries, such as 3D printing, robotics and social media. |
| | | | ... Australian separately-managed account (SMA) platform over the 2017 financial year along with the addition of 71 new model portfolios. Ohanessian said: "We are obviously delighted to report record asset flows this quarter. The business has accelerated ... |
| | | | ... Portfolio, said that its addition to Macquarie Wrap was a sign of continued support for individual fixed income model portfolios across numerous distribution channels. "I developed the model portfolio in direct response to demand from advisers and will ... |
| | | | ... Advisors, addresses currency as one of the key concerns advisers have when building global equities exposure in model portfolios. SSGA sees currency management as one of the pillars of portfolio construction - but understanding currency movements and ... |
| | | | ... the institutional market. This will enable us to respond to the growing market demand for tailored fixed income model portfolios and separately managed account solutions. "Incorporating both qualitative and quantitative techniques, Ian has already successfully ... |
| | | | ... range of licensees and independent financial advisers, the new release will complement existing multi-manager and model portfolios on offer. Clients will benefit from brokerage fee-free trading within their managed account, and won't incur any additional ... |
| | | | ... of diversified portfolios from Joseph Palmer & Sons, with Netwealth securing another private label deal. The model portfolios were added to the Netwealth platform as part of a partnership with Futuro affiliate Sterling Managed Investments. Futuro clients ... |
| | | | VanEck will launch a range of model portfolios to advisers using exchange-traded funds, in partnership with an investment researcher. Using Lonsec's portfolio construction research, the VanEck ETF Model Portfolio series comprises balanced, growth and ... |
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