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Showing 141 - 150 of 302 results for "model portfolios"

Saxo open to tech collaborations

DARREN SNYDER  |  WEDNESDAY, 21 SEP 2016
... Schuberg said Rivkin has used the money management platform to deliver momentum and mean reversion strategies for model portfolios in the retail space. "For a client to align their outcomes with us, we took our Rivkin Global Advice platform and coupled ...

Super inefficiencies coming to the fore

DARREN SNYDER  |  TUESDAY, 20 SEP 2016
... inconsistencies between how super trustees currently report investment performances - especially amongst presumably similar model portfolios - leads to a higher cost to serve or provide advice to their client superannuation members. There is no current ...

ACBC launches additional XTB model portfolios

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
Exchange traded bond provider Australian Corporate Bond Company (ACBC) has launched two additional model portfolios. The new Concentrated High-Yield Model Portfolio continues the philosophy of the High Yield Model Portfolio which was launched last month ...

AB fund added to three platforms

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... the fund in September 2015. "Lonsec's decision to include the Fund as a core equity offering in its notional model portfolios is a very positive development both for the Fund and for AB's growing presence in the Australian retail market," said Jen Driscoll ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees. The portfolios will be distributed via ANZ Wealth aligned licensees and focus on diversification across asset classes. Each is based on a particular investment objective ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... allocation changes over time. The update will enable, for the first time, users to create and analyse equity only model portfolios with fully integrated equity research. Users will also be able to import and export portfolios using an Excel template ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology and use their own model portfolios or those of a chosen service provider. The branded IMA extends the Implemented Portfolios (IP) service beyond those ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... Praemium have partnered to deliver a managed account solution for clients. The solution consists of two investment model portfolios under a separately managed account (SMA) structure. One allocates exclusively to Australian equities and the other comprises ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
... portfolio or to do your own implementations. It's a broking model that fits well with financial planners and inside model portfolios and so on. Plus it's low cost - these are all the things that drive an SMSF investor," Shead said. That said, Shead explained ...

Synchron debuts adviser investment solution

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
... superannuation account and pension account will be available to Synchron's more than 400 advisers. Ten Valant Capital model portfolios will also be available through the High Wrap platform. Synchron and Valant Capital director John Prossor said the inclusion ...