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Showing 121 - 130 of 309 results for "model portfolios"

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 ...

Currency and managing volatility: Financial Standard spot poll

DARREN SNYDER  |  MONDAY, 26 JUN 2017
... Advisors, addresses currency as one of the key concerns advisers have when building global equities exposure in model portfolios. SSGA sees currency management as one of the pillars of portfolio construction - but understanding currency movements and ...

XTB appoints new CIO

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... the institutional market. This will enable us to respond to the growing market demand for tailored fixed income model portfolios and separately managed account solutions. "Incorporating both qualitative and quantitative techniques, Ian has already successfully ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... range of licensees and independent financial advisers, the new release will complement existing multi-manager and model portfolios on offer. Clients will benefit from brokerage fee-free trading within their managed account, and won't incur any additional ...