The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 191 - 200 of 302 results for "model portfolios"

SMA operators to become a sector in their own right

LAURA MILLAN | WEDNESDAY, 13 AUG 2014

... for over $2 billion in assets under management and over half of the total SMA market, defined as funds tracking model portfolios. Lonsec highlighted "the increasingly important role SMAs play in offering investors heightened transparency and greater ...

Lonsec makes portfolio manager changes after review

STAFF WRITER | WEDNESDAY, 30 JUL 2014

Following a strategic asset allocation (SAA) and model portfolio review, Lonsec 's Core Model Portfolios will now have a more balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment ...

ASX mFunds FUM already ahead of ETFs

ALEX DUNNIN | FRIDAY, 11 JUL 2014

... in directly distributed low cost retail products and up to an estimated $20 billion held in Managed Accounts model portfolios, directly accessible retail type managed investments represents $55 billion in FUM. This amount already being equivalent to ...

QIC funds added to Federation platform

JAMES FERNYHOUGH | THURSDAY, 10 JUL 2014

... as "a contemporary, cost-effective retail platform that provides access to a wide range of managed funds and model portfolios as well as assets not widely available on other platforms, including direct international equities and exchange traded options." ...

WB Financial launches SMA service with Praemium

LAURA MILLAN | TUESDAY, 27 MAY 2014

... Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models are monitored and updated by WB Financial, but Praemium handles all the trading and administration. "When we ...

Australian ETF industry passes $11 billion milestone

MARK SMITH | WEDNESDAY, 7 MAY 2014

... March. Arian Neiron, managing director at ETF provider Market Vectors Australia said the inclusion of ETFs in model portfolios is contributing to the growth of the industry. Other contributing factors include the ease with which they can be traded on ...

OneVue pitches Managed Accounts to industry funds

ALEX DUNNIN | WEDNESDAY, 30 APR 2014

... securities listed on the ASX200, selected Exchange Traded Funds and Term Deposits. However, very few include Model Portfolios, solutions that are normally available in more formal Managed Account arrangements. Mckeage said what makes SMSFs so attractive ...

netwealth appoints head of investment and research

LAURA MILLAN | TUESDAY, 29 APR 2014

... game," netwealth executive director Matt Heine said. O'Connor will be looking after netwealth's research, its model portfolios, the Global Specialist Series (GSS) managed funds and the recently-launched managed account service.

Wanted: Money managers that are investors not product makers

ALEX DUNNIN | WEDNESDAY, 2 APR 2014

... can see upside above the market. This necessarily means DSM runs concentrated stock portfolios in each of the model portfolios it makes available to clients. DSM is represented in Australia by Clearway Capital Solutions.

Lonsec launches ETF model portfolios for advisers

LAURA MILLAN | WEDNESDAY, 12 MAR 2014

Lonsec has launched five exchange traded funds (ETF) model portfolios available for advisers who want to give their clients access to low-cost diversified portfolio solutions across traditional asset classes. The portfolios cater for investors with ...

PAGE:

Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

Videos

Brought to you by

Maintaining a fundamental focus in a world obsessed with the short term

A guaranteed future

Strength amid noise

The market has changed. The opportunity hasn't.

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE