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Showing 91 - 100 of 302 results for "model portfolios"

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... Forty-four per cent of planners said they are not involved in selecting individual investments, instead relying on model portfolios, multi-manager funds or managed accounts.

Managed accounts provider enters crowdfunding

DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
... was recently granted permission to begin an equity crowdfunding service. Pulse Markets currently offers several model portfolios to clients as part of its managed discretionary accounts business. It also provides securities trading services to retail ...

What 1% in fees could do to investments

KANIKA SOOD  |  FRIDAY, 19 OCT 2018
... gives people access to research to build their portfolios themselves. The second option gives them access to model portfolios built and maintained by InvestSMART's team at a cost of 50bps. The company runs an algorithm through Morningstar's universe ...

BlackRock outlines ETF plans for Australia

KANIKA SOOD  |  FRIDAY, 28 SEP 2018
... got to partner with these larger cluster groups that form." BlackRock also has a managed accounts solution with model portfolios that sit on platforms. "That's one avenue but also to speak to the other providers of managed accounts to increase our ...

Boutique manager expands research team

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... strategu had a total of $86 million. This FUM is held in wholesale individually managed account, unit trust and SMA model portfolios. The Aoris International Fund is offered in two classes. Since March 26 inception, class A (base fee option of 1.5%) ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... starting his tenure on Monday, September 3. With the Praemium SMA already holding one of the largest ranges of model portfolios, ETPs and managed funds across domestic and global markets - and continuing to grow - Cilmi's role will be to provide dedicated ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... high-quality bespoke solutions for our clients," Wiech said. Additionally, the managed accounts provider added model portfolios to its separately managed accounts. Alliance Bernstein, UBS, Nucleus, Penda and Legg Mason all had model portfolios added ...

Glennon Capital hires marketing director

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
... companies portfolio that invests in ex-ASX 100 stocks and an absolute return portfolio. The strategies are offered as model portfolios on platforms, and to SMSF and retail investors through LICs. The now-$57 million small companies LIC (ASX: GC1) returned ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... identified more than 70 SMA managed accounts available through 40 brands. These managed accounts hold more than 1600 model portfolios, over double what they had available less than two years ago," he said. "This rapid expansion is even before we look ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
... than 20 administration groups. This is almost double what it observed less than two years ago. The number of model portfolios identified by Rainmaker available on these managed accounts has also doubled to about 1600 albeit the most popular are offered ...