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Showing 101 - 110 of 302 results for "model portfolios"

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... development since 2014. On April 10, Praemium SMA added a Franklin Templeton offering to its suite of international model portfolios, expanding its global SMA offering.

Retail unit trusts leaking FUM

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
... research. The $755 billion managed funds segment in Australia includes retail unit trusts, exchange traded funds, model portfolios on managed accounts and listed investment companies - in other words, pooled investments that are managed by investment ...

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... recovered to $535,000. Fortnum Financial Advisers is the first firm to use Even Keel, across all of its Innova model portfolios. Milliman director of investment services Michael Armitage explained: "Milliman's model portfolio solution meets the needs ...

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
Praemium SMA enhanced its suite of international model portfolios with the addition of a Franklin Templeton offering. The Franklin Concentrated Global Equity ex Australia Portfolio is now available to investors via the platform. It enables investment ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... their clients, the platform added. The enhancements follow on from Praemium's recent addition of international model portfolios to its suite of separately managed accounts. Users of Praemium can now access models from the likes of Arnhem Investment Management ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

Praemium chief flags UK pensions investments after record inflows

ALEX BURKE  |  WEDNESDAY, 10 JAN 2018
... company introduced international securities on its Australian separately-managed account platform; added 16 new model portfolios from Shaw and Partners, Joseph Palmer, State Street and Evans & Partners; and readed its international platform to meet the ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... will increasingly be compared to managed account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA). And while these newer channels may for now be getting most of the ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... will increasingly be compared to managed account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA)," Dyall said. "And while these newer channels may for now be getting ...