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Showing 91 - 100 of 426 results for "Separately Managed Account"

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
... choice and allow investors and advisers to choose how they invest with us, be that a wholesale fund, separately managed account or a retail trust." The fund is currently available through HUB24.

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 ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
Fiducian Group's funds under advice continues to grow but could be dampened by legacy clients that will not renew the services of an adviser. Fiducian's FUA went up $700,000 to $3.7 billion in the year to June 2021, thanks to acquisitions, inflows ...

Principal Real Estate wins SMA mandate

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... Investors as the underlying active manager for its Global Property MPS Fund. The fund is structured as a separately managed account has currently over $1 billion of funds under management. It has been designed for the CoreSeries Portfolios available ...

Ironbark signs on Canadian manager

KANIKA SOOD  |  MONDAY, 24 MAY 2021
Ironbark Asset Management will distribute a Canadian manager's unlisted infrastructure fund to Australia and New Zealand Investors. Fiera Infrastructure's EagleCrest Infrastructure invests mid-market infrastructure assets in OECD countries. It is led ...

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
The Macquarie Wrap platform has hit new heights, recording over $100 billion in assets under administration. As at 31 March 2021, Macquarie Wrap has $101.4 billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and ...

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
Madison Financial Group's Annick Donat has been appointed the chief executive of Clime Investment Management. She will commence in the role on 1 May 2021. Donat was most recently the chief executive of Madison for over three years, before it was ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ...