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Showing 191 - 200 of 309 results for "model portfolios"

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... blends quantitative survey and qualititative focus group responses and analyses more than 300 managed account model portfolios offered through nine major managed account platforms. It shows that while managed accounts, at an estimated $20 billion in ...

BT offers wholesale funds to retail platform clients

MARK SMITH  |  TUESDAY, 11 NOV 2014
... classified either 'recommended' or 'highly-recommended'. Many of the funds are also included in the research houses' model portfolios. These funds are essentially the same as the underlying wholesale funds but have a lower management fee and are only ...

Van Eyk goes into liquidation

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... products. It is used by financial advisers in Australia to access van Eyk research, portfolio construction tools and model portfolios. Van Eyk entered voluntary administration on September 15, after its responsible entity, Macquarie Group, decided toA ...

Lonsec confirms interest in van Eyk's iRate

LAURA MILLAN  |  MONDAY, 20 OCT 2014
... products. It is used by financial advisers in Australia to access van Eyk research, portfolio construction tools and model portfolios. "We did submit a bid to acquire these assets, however we are bound by a non-disclosure agreement," the research house ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... choice of platform. Where appropriate, HUB24 would provide a gateway service to investment managers via SMA's and model portfolios.

Movers and shakers

... consultant this week. "Otto has worked in the van Eyk business for over 13 years and has extensive knowledge on model portfolios, stock selection and asset consulting. We have had strong client feedback following this appointment and look forward to ...

Surprise exit for van Eyk asset consulting team

MARK SMITH  |  WEDNESDAY, 20 AUG 2014
... consultant this week. "Otto has worked in the van Eyk business for over 13 years and has extensive knowledge on model portfolios, stock selection and asset consulting. We have had strong client feedback following this appointment and look forward to ...

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 ...