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Showing 101 - 110 of 175 results for "Managed portfolios"

Zurich awards $100m passive mandate

KANIKA SOOD  |  MONDAY, 18 FEB 2019
... fixed interest, 9% to alternatives, 5% to REITs and 4% to cash. DWS manages more than $177 billion in passively managed portfolios for clients. It's Australia and New Zealand passive management business is headed by Caleb Orr. "We are pleased to be able ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... managed accounts on its flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different risk profiles and no portfolio level investment ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... to enhance investment research and governance across approved product lists, its direct equities offer and managed portfolios, working with AMP's existing in-house advice research team. A similar partnership was announced last September 2017 when ...

HUB24 secures bespoke platform mandate

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
... for its ability to deliver a solution that meets the diverse needs of Patersons clients including customised managed portfolios based on proprietary research strategies. "After a review of a number of potential platform providers, we selected HUB24 for ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... to enhance investment research and governance across approved product lists, its direct equities offer and managed portfolios. The appointment follows an extensive selection process, with AMP acting group executive, advice David Akers saying the advice ...

CFS strikes strategic distribution deal

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... in-depth knowledge of the retail market." "The CFS Alliance Partnership enables Baillie Gifford to offer actively managed portfolios to retail investors in the Australian market," he said. CFS already has similar partnerships with the likes of Acadian ...

MSCI Australia executive director departs

KANIKA SOOD  |  MONDAY, 22 OCT 2018
... president for MSCI. He acted as CBA's head of international equity investments for three years until 2000. He managed portfolios with more than $3 billion in assets under management. He was also previously one of the portfolio managers for Asian equities ...

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... separately managed account solutions which brought in about $240 million in new flows. BTFG now offers 48 different managed portfolios from eight different managers. To capitalise on the success, BTFG will launch an additional 30 managed account portfolios ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... platform offering. "The standard investment offerings in the core offer are a well-regarded, well managed range of managed portfolios or managed accounts. They're managed by managers like Morningstar, Lonsec or Quilla," Alcock said. "They're well regarded ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... functionality and flexibility. Its ability to manage a wide range of assets and liabilities and administer managed portfolios provides the efficiency and transparency that our advisers and their clients increasingly need," he said. Mercer Wealth Management's ...