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| | | ... and third party distributors. Retail investors can also access the fixed income capability through separately managed accounts, which will be invested in a portfolio of between 10 and 20 Australian fixed income and hybrid securities. Robert Harrison ... |
| | | | ... model 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 ... |
| | | | ... MLC, spoke at the forum and said that while managed accounts are a strong vehicle for advisers, it is separately managed accounts that are usually the easier choice for most clients. "SMA are a great choice that covers the masses of that bell curve that ... |
| | | | BNP Paribas Investment Partners will use separately managed accounts to draw retail investors to its new Australian fixed income capability, which will also be available to instos. The French bank will launch its Australian fixed income offering this ... |
| | | | ... attractive," said David Heather, head of distribution at IAS. "On one end of the spectrum you have your separately managed accounts (SMA) providers with portfolios in a platform-like structure, then you have MDA's where advisers can create a model discretionary ... |
| | | | ... Last 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 ... |
| | | | ... new year with discussions already under way. "There is interest in Sharia investments globally, and separately managed accounts (SMA) are particularly well suited due to their transparency," said Arthur Naoumidis, managing director of Praemium. This ... |
| | | | ... Navigator and MasterKey Custom platforms, incorporating Navigator's technology, service capabilities and Separately Managed Accounts with MasterKey Custom's portfolio management tools and fully-integrated self managed super offer. "MLC Wrap will support ... |
| | | | ... receive S&P's research services. Research provided will include exchange-traded funds, managed funds, separately managed accounts, direct property and structured products along with consultancy advice to BTFG Research. In a similar development, one of ... |
| | | | BlackRock, one of the pioneers of separately managed accounts (SMA) in Australia, revealed plans to launch a superannuation version of its customised portfolio service next year. James Langlands, co-head of customised portfolio solutions at BlackRock ... |
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