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Showing 151 - 160 of 217 results for "Separately Managed Accounts"

IMAs not a product but a business model

ALEX DUNNIN  |  THURSDAY, 3 NOV 2011
... becomes imperative when weighed against the tsunami of changing consumer behavior and regulation. Separately managed accounts were a first step in assembling technology to help advisers achieve this but they were very "productised". IMAs take this to ...

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
... their clients' fixed interest securities and term deposits, traditional WRAP accounts, managed funds, separately managed accounts, listed securities and cash all on the one platform." OneVue will soon launch its retail super and insurance offering through ...

Praemium capital raising for growth

RACHEL DAVIS  |  FRIDAY, 9 SEP 2011
... and marketing to drive revenues of our core portfolio administration service in Australia and our separately managed accounts (SMA) services in both Australia and the UK." The new placement is subject to shareholder approval at Praemium's annual meeting ...

SMAs drive interest into concentrated Australian equity funds

ALISON BEVEGE  |  FRIDAY, 2 SEP 2011
... senior investment analyst for Lonsec, said there had been an increase in concentrated strategies, with separately managed accounts (SMA) driving growth. "More concentrated strategies (typically holding 15 to 35 stocks) are generally better suited fro ...

Praemium appoints new CEO as platform business booms

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... $45.6 billion in funds under administration as of June 30. The company administers $554 million for separately managed accounts in Australia, while in the UK where it also manages funds, it has GBP283.3 million on its platforms, up from GBP115.7 million ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
... capital has deteriorated," said Damien Jordan, director, Jordan Financial Solutions. Individually and separately managed accounts have been a popular way for SMSFs to get some share exposure and IMA provider Implemented Portfolios said it has continued ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...

BNP Paribas return to defensive fixed income

ELISE BURGESS  |  MONDAY, 4 JUL 2011
... and third party distributors. Retail investors can also access the fixed income capability through separately managed accounts, which will be invested in a portfolio of between 10 and 20 Australian fixed income and hybrid securities. Robert Harrison ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... model portfolios that can be linked to clients in bulk, the introduction of investment models such as Separately Managed Accounts (SMAs) and term deposits, more control to dealer groups and practice managers for over approved investment lists. "Over ...

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
... MLC, spoke at the forum and said that while managed accounts are a strong vehicle for advisers, it is separately managed accounts that are usually the easier choice for most clients. "SMA are a great choice that covers the masses of that bell curve that ...