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Showing 111 - 120 of 305 results for "model portfolios"

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 ...

NAB boutique appoints distribution director

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... 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 ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... 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 ...

ETF fees to plunge: Report

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... 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 grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
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 ...

Praemium continues record inflow streak

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... 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 ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... 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 ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... 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 ...