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Showing 201 - 210 of 426 results for "Separately managed account"

Pension fund embraces managed accounts

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2017
... experienced in real assets are being sought by the Japanese Government Pension Investment Fund to manage a separately managed account comprising global private equity, infrastructure and real estate investments. The SMA would hold global, diversified ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
Colonial First State is in the final stages of a major technology enhancement to its FirstWrap platform. Responding to feedback from financial advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately ...

AllianceBernstein SMAs break new ground

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
The ratings of two of AllianceBernstein's separately managed account options were upgraded by Lonsec, marking a breakthrough for offshore equity SMAs in Australia. The AB Concentrated Global Growth Equities Portfolio and AB Concentrated US Growth Equities ...

ACBC partners with Praemium

EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
... traded bond provider Australian Corporate Bond Company partnered with Praemium to launch a fixed income separately managed account solution. The 'Yield Plus' portfolio, which invests in individual investment-grade corporate bonds through exchange traded ...

Arnhem SMA rating receives upgrade

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
Lonsec's rating of Arnhem Investment Management's global separately managed account was upgraded in its latest round of reviews. Arnhem's global SMA, the Australia+ SMA, is now 'Recommended' by the ratings house, with Lonsec highlighting its "highly ...

Mason Stevens to launch super, grows SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
Mason Stevens is shaping up for a big year, with the platform provider announcing a number of key projects to roll out in 2017. Speaking at an event in Sydney today, managing director Thomas Bignill confirmed Mason Stevens will launch a retail super ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
In an effort to extend its wholesale offering in to a broader retail advisory service, Clime Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime ...

Antares reaches landmark managed accounts FUM

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2017
Highlighting the continuing growth of the managed accounts space, NAB-aligned Antares Equities achieved more than $1 billion in funds under management across its separately managed accounts model portfolios. Described as a huge milestone for the Australian ...

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
Vanguard Australia is now offering three quantitative low-cost active funds as part of an expansion to its product offering. The three new funds: Vanguard Global Quantitative Equity Fund; Vanguard Global Value Equity Fund; and Vanguard Global Minimum ...