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

Search Results

Showing 221 - 230 of 404 results for "Model portfolio"

Invast launches thematic model portfolios

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
Stockbroking platform Invast Australia has launched a number of model portfolios tackling themes such as the country's aging population, US cyber security and iconic Aussie brands. The portfolios will be listed in Invast's PortfolioInvestor platform ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
Perpetual Private's profit before tax was up 74% for the year to 30 June 2015, with the parent company registering a net profit after tax 50% higher. "The result was boosted by the acquisition of The Trust Company, growth in new high net worth clients ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... what they were actually looking for." He also found his experience at TIR had given him enough knowledge about model portfolio construction and the specific fund managers advisers were selecting for investor portfolios that positioning Perennial products ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 14 AUG 2015
This week's top industry moves include Findex hiring a former ANZ executive, State Street and iShares boosting their sales teams and Kinetic super creating the role of head of product. - Findex appoints former ANZ exec - Findex appointed Peter Gardiner ...

Investors flee Aussie equities, turn to international

LAURA MILLAN  |  FRIDAY, 14 AUG 2015
... S&P/ASX200 ETF. Speaking about the latest trends in the ETF space, Sherman said that there is "strong growth towards model portfolio ETFs. "Investors are using models from renowned fund managers or research houses to build their own diversified portfolios," ...

BlackRock boosts iShares sales team

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
BlackRock has hired two experienced sales strategists to its iShares business team in Australia to focus on adviser relations. Joshua Persky has been appointed to the newly created role of sales strategist for model portfolios and solutions. Persky ...

Fat Prophets partners with OneVue

ALEX BURKE  |  TUESDAY, 16 JUN 2015
OneVue has partnered with Fat Prophets to launch its second direct-to-digital platform, Super Prophets. The Super Prophets website enables retail investors to access a suite of model portfolios, investment options, self-managed super administration ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
Newer styles of products aimed at self-directed investors (SDI) may account for a small share of the retail investment market but they represent a much larger share of market growth. These product styles include managed accounts and their separately ...