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Showing 221 - 230 of 283 results for "SMAs"

Local unis smash US funds returns

RUTH LIEW  |  THURSDAY, 3 JUN 2010
Local university endowment funds investments performed three times better than their US counterparts - a trend that looks set to continue as local institutions up the ante on alternative assets. According to a Mercer report that surveyed 27 institutions ...

Managed accounts forum tackles key issues

RUTH LIEW  |  FRIDAY, 30 APR 2010
From how new regulation favours managed accounts to practical ideas on how to use IMAs and SMAs, planners will hear from the industry's top guns at this year's Managed Accounts for Financial Planners forum. The event will feature industry experts from ...

BlackRock SMA tops $500m

COMPANY RELEASE  |  WEDNESDAY, 7 APR 2010
... However he expects business to pick up following the trend of planners charging fee for service rather than commission, and as SMAs start incorporating fixed income capabilities. "We're hopeful in the future there could be an ETF [exchange traded fund] ...

Perpetual tops S&P review

COMPANY RELEASE  |  THURSDAY, 1 APR 2010
... Australian Equities Large-Cap sector review, which comprises 116 headline funds, including 14 separately managed accounts (SMAs).

Praemium targets new SMA service

RUTH LIEW  |  THURSDAY, 11 MAR 2010
... trend he expects will gain popularity in Australia and one Praemium is hoping to cash in on, by developing these "strategy SMAs". In a previous interview with Financial Standard, Naoumidis said Praemium is working with its partners, including BlackRock ...

Multiport upgrades UMA service

COMPANY RELEASE  |  WEDNESDAY, 3 MAR 2010
... to gain consolidated reporting and tax information across a varied array of investments in a client's portfolio, including SMAs and IMAs. "We have seen numerous industry developments in the SMA/IMA space over the last few years however given that we ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... 18. Jeremy Cooper, head of the Super Systems Review (also called the Cooper Review), singled separately managed accounts (SMAs) as a platform for SMSFs, and called on the industry to come up with fresh answers on how SMAs can be adopted widely.

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...

Praemium tailors Wrap for fee-for-service

MICHELLE BALTAZAR  |  TUESDAY, 17 NOV 2009
... fees as opposed to the actual advice - and the billing is all under the one system across various products including ETFs, SMAs, income-generating property, direct share trades and so on. "What excites us at Praemium about this is that it takes V-Wrap ...

Ralton wins three stars

COMPANY RELEASE  |  MONDAY, 9 NOV 2009
Standard and Poor's assigns three-star ratings to three separately managed account model portfolios (SMAs) from Ralton Asset Management. The three SMAs are the Ralton Leaders model portfolio, the Ralton High Yield Australian Shares model portfolio ...