Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 101 - 110 of 270 results for "Separately Managed Accounts"

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 ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... BTFG said further enhancements are scheduled over the coming quarter - including enabling the use of separately managed accounts (SMAs) within other SMA models and broadening the managed fund fee rebate capability across all managed account offers.

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... retail space is actually becoming more institutionalised, with things like model portfolios, core separately managed accounts and private banks," King said. "So we will look to hire distribution people at director level, with some markets background ...