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Showing 181 - 190 of 309 results for "model portfolios"

Lonsec awards mFund mandate to UBS

STAFF WRITER  |  MONDAY, 1 JUN 2015
... needs of financial advisers, offering informed opinions on appropriate investment strategies, portfolio reviews, model portfolios and skilled execution. Nathan MacPhee, Joint CEO, Lonsec Fiscal said, "Lonsec is committed to providing our intermediary ...

XTB launch opens corporate bonds to retail

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
... thinking is becoming much more embedded in a financial adviser's and broker's asset class diversification models and model portfolios for individual investors," Murphy said. "Australia has long lacked a retail corporate bond market with corporates relying ...

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
... research, asset allocation, multi-manager portfolios, alternative investment programs, as well as constructing model portfolios and the approved product list. Perpetual Private said the team has combined experience of 95 years in the industry and is ...

Brightstone to provide model portfolios with NetActuary

ALEX BURKE  |  TUESDAY, 31 MAR 2015
... Advisory and research firm Brightstone Capital Advisors has partnered with actuarial group NetActuary to create model portfolios for retirees. In addition to the portfolios, the partnership will create "analytical tools and strategies" delivered through ...

FIIG launches Amazon-inspired bond platform

MARK SMITH  |  MONDAY, 30 MAR 2015
... clients can access their "MyFIIG" client portal, browse for bonds through an extensive list of options and develop model portfolios based on FIIG's model analysis and add them to the Trade Request list. Once clients are satisfied with their selection ...

ASX: The people's platform

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
... menus available. Another feature of the ASX platform, said Rainmaker, is that similarly to how managed account model portfolios operate, it enables new investment managers to enter the retail market that were previously unable to access it due to cost ...

New online bond researcher launches

ALEX BURKE  |  MONDAY, 9 FEB 2015
... over-the-counter corporate bonds. Its facilities include recommendations, educational and investment tools and model portfolios. "BondAdviser will play an important role in the market by providing unbiased, transparent information coupled with education. ...

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
Boutique portfolio manager Bellmont Securities will offer two separately managed account (SMA) model portfolios through the Hub24 platform. Bellmont's Core Equities and Buy-Write portfolios were previously available through Linear, but Bellmont director ...

Perpetual reveals institutional, platform mandates

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
... platform provided by a large wealth management group" and the Perpetual Australian Share Fund was added to the model portfolios of the dealer groups of "a large wealth management organisation." During the quarter, Perpetual Investments was awarded a ...

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
... compared to other solutions out there." But like Godfrey, he says that some investment options in the firm's model portfolios are not yet available on mFund. Once the offer increases, the firm will start to have conversations with clients about it. "Most ...