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| | | ... 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 ... |
| | | | ... year, Antares hit a milestone of $1 billion in funds under management across its separately managed accounts model portfolios. "We've been running SMAs now since 2009, and in the last few years we've really seen a significant increase in their popularity ... |
| | | | ... sales and trading execution through its equities business. Praemium also expanded its SMA offering, adding 16 new model portfolios - eight with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners. The total ... |
| | | | ... likely to use ETFs to manage liquidity, while wealth managers are expected to look for core exposure through model portfolios. EY warned that ETF providers will need to anticipate investor needs, incorporate macro trends in regulation and technology ... |
| | | | Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ... |
| | | | ... Australian separately-managed account platform will be enhanced via the addition of international securities in model portfolios. "The September quarter was a standout for Praemium. Inflows for the Australian business were particularly strong and reflect ... |
| | | | ... SMA solutions in August last year with the introduction of the Hybrid Income and Large Cap Australian Equities model portfolios, Shaw and Partners co-chief executive Earl Evans said clients have been asking for a more comprehensive portfolio management ... |
| | | | ... portfolios in a scalable way that engenders trust within the client base. In doing this, the firm implemented SMA model portfolios of exchange-traded funds. With about 360 clients, this eliminated the need for records of advice (RoAs) when a change in ... |
| | | | ... that can bring significant diversification benefits," Brant said. He added that Quantifeed has also developed model portfolios for clients investing in other modern global industries, such as 3D printing, robotics and social media. |
| | | | ... Australian separately-managed account (SMA) platform over the 2017 financial year along with the addition of 71 new model portfolios. Ohanessian said: "We are obviously delighted to report record asset flows this quarter. The business has accelerated ... |
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