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Showing 151 - 160 of 403 results for "Model portfolio"

Praemium continues record inflow streak

ALEX BURKE  |  TUESDAY, 10 OCT 2017
Praemium reported global inflows of $749 million for the September quarter - a new record, following on from the previous record quarter which followed Michael Ohanessian's reappointment as chief executive after a board spill in May. Australian inflows ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... companies such as managedccounts.com.au or Mason Stevens, she said. The responsibility for actually developing a model portfolio and offering the investment service is held with a 'discrete MDA provider' and the adviser is then known as an 'external ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... process called CARE, which is based on a core satellite philosophy. McGregor was running the CARE methodology as a model portfolio on an adviser or platform level, which also had a mixture of direct investments and ETFs. CARE was an ideal way of explaining ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Shaw and Partners added eight new separately managed account strategies in response to growing client demand for access to a greater number of asset classes. Since launching SMA solutions in August last year with the introduction of the Hybrid Income ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... number of investment managers. In a Rainmaker research covering 46 types of managed accounts, three-quarters of model portfolio investment managers are from boutique funds. The event kicks off with an introductory workshop called 'Demystifying the industry ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... suite of platform-like administration and reporting tools. "Client, adviser and dealer group level reporting, model portfolio management, online corporate actions and IPOs, tax optimisation tools and third party data feeds sit across all the products ...

Modern Silk Road presents investment jewel

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
Quantifeed launched a model portfolio for investors looking to capitalise on "the biggest macro-economic story of the century." A 21st century replication of the famed Silk Road, the China-led Belt and Road Initiative will involve the construction of ...

First XTB 'Floater' model portfolio launched

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
The first model portfolio of exchange-traded bond units linked to floating rate notes is now available to Australian and Asian retail investors. Quantifeed and XTB have partnered to deliver the XTB Active Cash Australia model portfolio, meeting growing ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... business model needs to make sense for clients and improve their outcomes. "Prior to the implementation of this ETF model portfolio, these advisers were building bespoke portfolios primarily using direct securities and managed funds. Using the ETF portfolio ...

Quantifeed launches portfolio for car lovers

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
Investment and robo-advice platform provider Quantifeed has created a model portfolio that taps the growing global industry of driverless cars. The model portfolio comprises companies that are leading the development of self-driving cars, including ...