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Showing 121 - 130 of 283 results for "SMAs"

Smash the super status quo

ALEX BURKE  |  FRIDAY, 8 SEP 2017
Parametic managing director, research for Australasia Raewyn Williams believes the super industry is innovating way too incrementally. Describing herself as an "agent provocateur" to delegates at the Australian Institute of Superannuation Trustees Super ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... capability they are now developing. Taking out the new participants from the MDA data gives annual growth rates of 25 to 30% for SMAs and MDAs," Potter said. Potter added that the results were modestly adjusted to reflect a small component of market ...

Managed accounts growth delivers strong Praemium result

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... shareholder requisition that led to their removal. Ohanessian, who was reinstated in May, said the business' deliberate focus on SMAs and IMAs is bearing fruit and clients who have adopted the SMA platform are seeing greater productivity and profitability ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Advice businesses seeking greater scalability stand to significantly benefit from the use of exchange-traded funds in separately managed accounts. Speaking at the Financial Standard ETF Forum in Melbourne yesterday, head of iShares Jon Howie told delegates ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... structure via directly owned portfolios of listed securities," Kelly said. RAM portfolio manager Michael Frearson said both SMAs are suited to current macro conditions and market valuations as they are primarily floating rate, short duration strategies. ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... of the widest range of investment choices to our clients. We are confident advisers will welcome the addition of the PPM SMAs," Carr said. PPM's flagship Australian Equities IMA is also available on both Powerwrap's super and non-super platform.

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... knowledge." Likewise, Quilla said it is delighted to be deepening its relationship with Netwealth to offer both its public SMAs and private label portfolios. "Our SMA portfolios are cost-effective and are designed for use by advisers, either as a holistic ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive solutions, but are limited to long-only equity strategies (Australian and global), with sparse offerings ...

ANZ Wealth adds SMAs to platform

DARREN SNYDER  |  WEDNESDAY, 31 MAY 2017
... provide greater flexibility for 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 ...

Macquarie boosts AUM, earnings flat

KARREN VERGARA  |  FRIDAY, 5 MAY 2017
... clients in its network. Last year, the platform added 63 managed funds and 29 separately managed accounts (SMA). Some 75 SMAs are offered on Macquarie Wrap from 18 investment managers. Income for its life insurance business meanwhile was slashed from ...