Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 211 - 220 of 302 results for "model portfolios"

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
... Financial Advice (FoFA) world. With the initiative, de Pourbaix said Lonsec and Milliman would focus on building model portfolios for retirees, as well as producing though-leadership pieces that tackle the post-retirement issue. Lonsec hopes it can build ...

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
... pricing; it has transited into a fully-automated fee disclosure statement and has changed its asset allocation and model portfolios in order to reduce volatility.

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
... entering the SMA space has increased dramatically in the last year and OneVue is now offering more than 40 SMA model portfolios.

SelfWealth announces tie up with iShares

MARK SMITH  |  THURSDAY, 18 APR 2013
... professional fund manager portfolios via its platform. The tie-up opens the door for SelfWealth clients to buy model portfolios built around iShares' diverse stable of ETF products. "This arrangement adds real value because it provides an easy mechanism ...

ETFs boom on SMA model portfolios

MARK SMITH  |  WEDNESDAY, 10 APR 2013
... unified managed account (UMA) platform have tripled in the last nine months, new data shows, and migration to model portfolios highlights greater investor sophistication. The spike on OneVue's platform coincides with a very strong start to the year for ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... difficulties might encourage small businesses to go to other operators and use their structure to provide them with model portfolios," McIlroy said. Investment management company Dalton Nicol Reid also saw the ASIC move as something that will help ensure ...

Model portfolios vulnerable to avoidable risks

MARK SMITH  |  TUESDAY, 19 MAR 2013
Many of the model portfolios used by financial advisers to meet investor objectives are susceptible to market shocks and hidden risks, according to a study by van Eyk's Portfolio X-Rays initiative. The consulting service examines a model portfolio to ...

AvSuper appoints Perpetual for a $75m equities mandate

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
... Perpetual performed similar transactions last December with VicSuper and the Approved Product Lists (APLs) and Model Portfolios of Westpac and St George.

Planners praised for guiding investors into fixed income

MARK SMITH  |  TUESDAY, 22 JAN 2013
... inflows: investors getting out of term deposits; a switch from passive to active managers; and a rebalancing out of model portfolios," he explained, adding that bonds would continue to offer markedly better returns than cash in 2013. Falling domestic ...

van Eyk launches new asset allocation tool

MARK SMITH  |  TUESDAY, 13 NOV 2012
... which gives van Eyk's clients access its fund manager and shares research, portfolio constructions tools and model portfolios. The Interactive Tactical Allocation Model (ITAM) assists advisers in making tactical asset allocation decisions and allows ...