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Showing 121 - 130 of 428 results for "Separately Managed Account"

Diversity screening option launched

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
... investors broader approach to ESG and that now extends to diversity. Investor's stocks are held in a separately managed account allowing them to filter investments for major all ESG metrics.

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... managed accounts hold an aggregate $65 billion as at the end of March 2020. A review of nearly 100 separately managed account (SMA) platforms revealed there are 1003 discrete model portfolios offered by 193 investment managers, research houses and financial ...

Active share, past outperformance can predict returns

KANIKA SOOD  |  MONDAY, 11 MAY 2020
A new study argues that separately managed accounts with high active shares and a history of outperformance can be expected to continue delivering in the future. Active share, which was introduced by Cremers and Petajisto in 2009, is calculated as the ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
Extreme market volatility has left many portfolios in need of some rebalancing but investors should be cautious of their timing while volatility remains high, according to Xplore Wealth chief executive Michael Wright. "We have seen over the last four ...

Platforms maintain cash rate on RBA cut

ALLY SELBY  |  FRIDAY, 20 MAR 2020
... levels of cash to support monthly pension payments," she said. "The other factor to consider is when a separately managed account or investment manager of a managed account decides to increase cash allocation. This substantially increases the levels ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... functionality for advisers and the addition of an Australian Ethical Australian equities option to its separately managed account (SMA). Praemium has moved to embed Sustainalytics ESG research and analysis within its integrated managed accounts platform ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
Clime Investment Management has launched four new separately managed account portfolios to help diversify self-directed investors' wealth amid skyrocketing volatility. Investors can now access Clime's balanced (35% defensive, 65% growth), growth ...

Macquarie quietly rolls out low-cost platform menu

HARRISON WORLEY  |  FRIDAY, 14 FEB 2020
... charges clients a flat administration fee of $240 per year deducted monthly and offers "a number of" separately managed account model portfolios managed by Macquarie, as well as "a range of term deposits". Investment costs range from 0.00% to 0.478% ...

Perpetual awards mandate

KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
... forward to partnering with Thornburg and accessing their multisector opportunistic credit strategy via a separately managed account and their upcoming fund for Perpetual Private's implemented fixed income portfolio and fixed Income model portfolios ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... Madison's OneVZue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios all included in the deal.