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Showing 91 - 100 of 263 results for "Separately managed accounts"

New sales lead at ethical manager

ELIZABETH MCARTHUR  |  MONDAY, 7 SEP 2020
An ethical fund manager with a new range of separately managed accounts has appointed a 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 ...

Macquarie to transfer legacy pension product

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... will also get more than 1600 investment options (managed funds, listed securities, term deposits, separately managed accounts) and improved features such as online access for account balances, it said. Any ongoing adviser fees currently in place for ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... $151.8 million in total assets and has been running since April 2015, which are offered by multiple separately managed accounts (SMA) platforms. Redpoint was established in 2011 and managed about $10 billion for institutional and retail clients. GSFM ...

Active share, past outperformance can predict returns

KANIKA SOOD  |  MONDAY, 11 MAY 2020
A new study argues that separately managed accounts with high active shares and a history of outperformance can be expected to continue delivering in the future. Active share, which was introduced by Cremers and Petajisto in 2009, is calculated as the ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... also 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' ...

MLC hires from Perpetual Private

KANIKA SOOD  |  THURSDAY, 21 NOV 2019
... Management's chief operating officer before last month's leadership reshuffle. MLC offers separately managed accounts via its Navigator and Wrap platforms. In his most recent role, Komadina was Perpetual Private's general manager, product ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... in the industry sharing his interpretation. Ethical Advisers Funds Management recently launched new separately managed accounts which screen out investments in oil, tobacco, weapons, heavy polluters, gambling and coal. Portfolio manager and head of research ...

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. ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... 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 head of savings and ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... a small and mid-cap value manager, and has evolved to offer defined contribution plans, as well as separately managed accounts for institutions and high-net-worth individuals. Hobson commented: "Ariel has been my home for nearly three decades and I am ...