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Showing 111 - 120 of 302 results for "model portfolios"

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 ...

Quantifeed launches portfolio for car lovers

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... 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.

Ohanessian vindicated by record Praemium inflows

ALEX BURKE  |  FRIDAY, 7 JUL 2017
... 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 ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
... Portfolio, said that its addition to Macquarie Wrap was a sign of continued support for individual fixed income model portfolios across numerous distribution channels. "I developed the model portfolio in direct response to demand from advisers and will ...