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Showing 121 - 130 of 175 results for "Managed portfolios"

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... momentum going, presenting the latest research on 15 managed accounts platform providers that host 580 unique managed portfolios and offered via 128 investment managers. Dunnin said managed discretionary accounts (MDA) advice authorisation is the fastest ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... starting position, he said. The research identified 15 managed account platform providers hosting 580 unique managed portfolios that are offered through 128 investment managers. Dunnin also presented the results of a Financial Standard adviser survey ...

ANZ Wealth adds SMAs to platform

DARREN SNYDER  |  WEDNESDAY, 31 MAY 2017
... investors. Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally managed portfolios of direct equities and exchange traded funds. ANZ Wealth head of wrap Dean Faglioni said: "This latest enhancement to ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... available," Chun confirmed. "We are looking to make available a very efficient solution - it's sort of called managed portfolios, but for simplicity we're using the banner of managed accounts. It's about a suite of managed funds within a construct to ...

AllianceBernstein SMAs break new ground

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... providing Australian investors with the opportunity to access international shares directly via professionally managed portfolios, are now 'Recommended'. In April 2016, the SMAs were deemed 'Investment Grade' by the ratings house, with AB Australia chief ...

Altair hires distribution GM

ALEX BURKE  |  MONDAY, 6 FEB 2017
... Hall principal Philip Parker in 2000. The business offers core and income strategies via managed funds and managed portfolios - these strategies were launched to retail investors in 2014. At the time, Parker said the retail offering came about due to ...

US pension fund extends tobacco divestment

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... defined-benefit public pension fund in the US will divest from tobacco-related securities across its externally managed portfolios. The move by CalPERS comes on top of its decision in 2000 to divest tobacco from internally managed public equity and debt ...

HUB24 continues growth trajectory

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2016
... reached $1.8 billion, having launched 34 new portfolios since 1 July; HUB24 now offers nine international equity managed portfolios including portfolios from AllianceBernstein and Watershed Funds Management. The platform also signed 17 new distribution ...

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
International managed portfolios are vital for self-managed super funds to diversify their portfolios, according to head of marketing and distribution at HUB24, Wes Gillett. Carrying the benefits of transparency, control of tax and reduction in costs ...

HUB24 partners for new white label offering

ALEX BURKE  |  TUESDAY, 30 AUG 2016
... Beacon's commercial objectives and enhance the value of their member firms." He added: "Our enduring view is that managed portfolios implemented with the right technology can offer better practice outcomes for advisers and better advice outcomes for ...