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Showing 101 - 110 of 309 results for "model portfolios"

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 ...

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 ...