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Showing 161 - 170 of 302 results for "model portfolios"

Legg Mason fund added to AMP model portfolio

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... exposure beyond AREITs can provide a more robust solution in the property sector," AMP advice research manager model portfolios Luke Mandekic said. The fund currently has a 52% weight to AREITs, 37% weight to listed utilities and 11% invested in listed ...

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
... by Lukasz de Pourbaix in the chief investment officer role. The new division will be responsible for building model portfolios for advisers. It has been conceived amid growing regulatory and administrative demands on financial planners as well as increased ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... financial advisers think about the sector. The report reveals that across the sector there are now almost 350 model portfolios available to investors through either Separately Managed Accounts, Individually Managed Accounts, Discretionary Managed Accounts ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... direct equity investing, almost half of advisers using managed accounts focus on Separately Managed Accounts and model portfolios. Individual managed accounts are the focus of one third of advisers who use managed accounts. Rainmaker will be presenting ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... advice policy, process and procedures, technical support, research, paraplanning and implementation services for model portfolios and managed accounts offers. The IOOF spokesperson also confirmed that head of research Peter Hilton is "on sick leave" ...

Invast launches thematic model portfolios

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
Stockbroking platform Invast Australia has launched a number of model portfolios tackling themes such as the country's aging population, US cyber security and iconic Aussie brands. The portfolios will be listed in Invast's PortfolioInvestor platform ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... traditional managed funds. This is because they are offered by a responsible entity in the form of one or more model portfolios whose asset allocation is determined externally, with discretion, by the investment manager. Individual investors, therefore ...

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... and managers are working on including it in the major dealer group platforms, approved product platforms and model portfolios. "With continued strong performance over clients' investment timeframes, we are pleased to be extending the strong brand and ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 14 AUG 2015
... iShares business team in Australia to focus on adviser relations. Joshua Persky joins as sales strategist for model portfolios and solutions and Alex Zaika will be director of wealth advisory sales strategist. - State Street appoints to managed fund ...