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Showing 131 - 140 of 951 results for "Managed Accounts"

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... longer investment horizon and a higher risk tolerance," Gallagher said. "According to the Investment Trends 2024 Managed Accounts Report, 49% of existing managed account advisers believe it's appropriate to hold the majority of assets in a managed account ...

Clime names acting managing director

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... three years in the top job, having a led a significant restructure including the recent sale of Madison and the managed accounts platform WealthPortal. "Throughout this time, we have navigated an evolving market landscape, and I am proud of the resilience ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... Whilst at the helm, Clime underwent a significant restructure, including the most recent sale of Madison and the managed accounts platform WealthPortal to Infocus for $2 million. It flagged intentions to just focus on private wealth. In late 2021, Clime ...

'Growing revenues, not AUM, is the new name of the game': ISS

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... will do so by translating their capabilities to non-mutual fund vehicles, be it ETFs, fund models, separately managed accounts, direct indexing programs or other private structures," the report said. "Still others may opt to capture value throughout ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... overtake active unlisted managed funds as the preferred investment product for core portfolio allocation, with managed accounts, index unlisted managed funds, and direct shares topping the list," she said. Guiamatsia draws the insights from the latest ...

GAM launches alternative investments unit

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... global hedge fund investment management industry, having managed a range of alternative investment funds and managed accounts. From 2017 to 2023, Freeman was a member of the Investment Committee of SSVL Monaco, a Monaco based activist fund focused on ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... February 16, raising $5 million for its listing. IaFrate founded Armytage in 1995, which launched as an individually managed accounts (IMA) manager. IaFrate also founded Easton Investments, which rebranded to Diverger, Treasury Group, which merged with ...

Ausbil reshuffles distribution team

ELIZABETH FRY  |  FRIDAY, 5 JUL 2024
... research houses, independent consultants and platforms to maintain and enhance fund ratings and positioning in managed accounts. In the interim, distribution manager Fawaz Rashid will continue to service research houses and other researchers. Chadirchi ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test. APRA told trustees that SMAs and other managed accounts can fall into the TDPs ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... high-net-worth (HNW) clients access to a portfolio of private equity, private debt, and real assets. BT head of managed accounts Zac Leman said many HNW clients are keen to include private market investments in their portfolios, which are mostly made ...