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Showing 201 - 210 of 283 results for "SMAs"

FICAP on course for another successful fundraising event

CLAIRE MCGREAL  |  FRIDAY, 28 OCT 2011
The Financial Community Aid Programme is gearing up for another smash hit RockStar concert next year, with all proceeds from the event going to Open Family Australia and the new FICAP Voices' mentoring program managed by YWCA NSW. The annual fundraiser ...

SMAs drive interest into concentrated Australian equity funds

ALISON BEVEGE  |  FRIDAY, 2 SEP 2011
... accounts (SMA) driving growth. "More concentrated strategies (typically holding 15 to 35 stocks) are generally better suited fro SMAs as well-diversified portfolios are not as economically viable for smaller investors and are better suited to a unit ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
... research has found. The 2011 Separately Managed Accounts Report found that while just 18% of financial planners advised on SMAs in 2011, a much higher proportion of 59% said they saw the benefits of the accounts. Recep Peker, Investment Trends analyst ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... portfolios that can be linked to clients in bulk, the introduction of investment models such as Separately Managed Accounts (SMAs) and term deposits, more control to dealer groups and practice managers for over approved investment lists. "Over the past ...

BlackRock provides advisers with super SMA

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... Insurance cover is available from AIA as part of the offering. In 2010 BlackRock had $180 million of inflows into its existing SMAs. It has 4,500 accounts and $590 million in SMA funds under administration.

BNP Paribas to launch fixed income SMAs

MATT WOODINGTON  |  MONDAY, 21 MAR 2011
... Australia. The team, headed by Doyle Mallett, will target retail and institutional investors equally but Harrison believes that SMAs will give BNPP IP a first mover advantage with retail investors. "SMAs have been popular in equity markets but as far ...

Macq customised portfolio mgt makes the grade

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
... Standard & Poor's has rated two Macquarie Customised Portfolio Management products, increasing the number of researcher-rated SMAs available to financial advisers. The research firm gave the MCPM Core Australian Equity SMA model fund four stars and the ...

Former Count head of research joins Aviva

ELISE BURGESS  |  FRIDAY, 4 FEB 2011
... November, the group expanded into managed accounts with the launch of the Aviva Investors Direct Separately Managed Accounts (SMAs), which are for advisers interested in wholesale-priced SMAs. Griffith, who was initially based in Sydney but moved to ...

Trinity3 names SMA portfolio managers

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
... Warren, spokesperson for Trinity3. "There are fund managers that run unit trusts with 200+ securities in those portfolios. In SMAs we were looking for sub-40," said Warren, adding that they also critically assessed fund ratings and team profiles before ...

Praemium plans Australian Sharia service

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
... offering investors the opportunity to invest in Sharia-compliant investment options. Praemium supplies administration services, SMAs and wrap technology to over 500 financial institutions and intermediaries and has $42.2 billion of assets in Australi ...