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Showing 161 - 170 of 263 results for "Separately managed accounts"

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
... Centric contract and the growth of the managed accounts market in general. "There have been a lot of separately managed accounts coming to market in the past year," he said. "But that's really a replacement for products, where the full-blown kind of ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... seen a sustained rise in new Listed Investment Companies (LICs), Exchange Traded Funds (ETFs) and Separately Managed Accounts (SMAs), primarily driven by greater demand from direct investors," Green said. Green added that SMAs are one of the fastest ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
... firm's clients. The platform offers a wide range of investments including shares, managed funds and separately managed accounts (SMAs), as well as access to Wilson HTM's internal research and portfolio construction expertise to offer managed portfolios. ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

AMP Capital trims global infrastructure equity team

LAURA MILLAN  |  WEDNESDAY, 4 FEB 2015
... followed the departure of Scott Davies from the London-based job. Under the current restructure, the separately managed accounts and origination functions will fall under the responsibilities of Michael Bessell, who is currently global head of origination ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... name recognised fund managers account for 59% of managed account model portfolio options (known as separately managed accounts or SMAs), 25% of these options are operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar ...

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
... platform's clients can access Lonsec's research including managed funds, exchange traded funds (ETFs), separately managed accounts (SMAs), property funds, infrastructure funds and structured products. They also have access to performance, fees and features ...

Hedge fund growth problem not helped by new products

MARK SMITH  |  FRIDAY, 21 NOV 2014
... backdrop, fund managers are trying to offer investors more flexibility on fees and tailored offerings via separately managed accounts and long-only funds," EY Oceania asset management leader Antoinette Elias said. Of the largest managers surveyed (those ...