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Showing 221 - 230 of 309 results for "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 ...

Financial Simplicity boosts managed accounts offering

LINDA HAUSKEN  |  FRIDAY, 21 SEP 2012
... Simplicity has upgraded its managed accounts offering to include a personalised multi-tax wrapper rebalancing to model portfolios for its wealth management clients. This new functionality has been added to enable wealth managers to calculate and resolve ...

Praemium captures BlackRock's SMA business

LINDA HAUSKEN  |  WEDNESDAY, 19 SEP 2012
... BlackRock Customised Portfolio Service, currently has over $600 million in funds under management across 100 model portfolios delivered by over 20 fund managers.

Zurich's restructure sees 11 depart

MELANIE TIMBRELL  |  WEDNESDAY, 29 AUG 2012
... being invested at the dealer group and institutional level resulting in an increasing importance being placed on model portfolios. "The upshot is a lot of companies including us are realising that we need to get better at deepening our relationships ...