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Showing 231 - 240 of 283 results for "SMAs"

OneVue introduces portfolio blocking

RUTH LIEW  |  TUESDAY, 18 AUG 2009
Separately managed account provider OneVue has unveilled a new portfolio blocking service to its SMAs to protect the intellectual property of fund managers. Brett Marsh, head of transition strategy at OneVue, said the protection of intellectual property ...

SMA ratings bring clarity for advisers

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
... to six separately managed account products - a move that could help advisers make better informed decisions when selecting SMAs for clients. S&P has given four stars to the Ausbil Australia Concentrated Equity and Blue Chip Top 20 (Aviva Investors) model ...

Aviva names SMA model managers

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
... of investment products at the firm. "I started a round of meetings in Sydney almost two years ago to just get a feel for SMAs across fund managers," he said. "I was quite surprised that on one end of the spectrum you had, no way, we don't want to give ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... product fees in the spotlight, both investors and advisers are turning towards more cost-efficient alternatives, such as SMAs, to navigate their investments. Oasis said it recognised that direct shares, ETFs and SMAs were likely to grow exponentially ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
More than 250,000 SMSFs can now more easily access SMAs after OneVue scored a major deal with BGL Financial Services. The white-labelled product will be known as SMSF Invest, and will be distributed by SMSF software provider BGL Corporate Solutions. ...

Super breakthrough for SMAs

MICHELLE BALTAZAR  |  WEDNESDAY, 10 JUN 2009
... already on the platform. Two, the product can accept superannuation contributions. Traditionally, investors can only access SMAs either through their non-super money (their own savings) or if they have a self-managed super fund (SMSFs). Stuart Fechner ...

SMAs under ratings microscope: van Eyk

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
... looking at developing a ratings methodology that will allow advisers to compare the range of separately managed accounts (SMAs) in the market, a small step that goes a long way in legitimising the inclusion of SMAs in a typical investment portfolio. ...

Aviva SMA gets adviser tick

RUTH LIEW  |  MONDAY, 19 JAN 2009
... made up of a number of top advisers from across Australia. "We've been talking to them for about 12 to 18 months about what SMAs can do, how they can fit into their business and what they'd be looking for, so we think we have a good handle from an adviser ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
One of the country's largest financial planning groups, AMP, has launched its own separately managed accounts product following advisor feedback. Paul Sainsbury, AMP product manufacturing director, said the launch of the product, the AMP Personalised ...

More planners to use SMAs

MICHELLE BALTAZAR  |  THURSDAY, 6 NOV 2008
... financial planners and other wealth management professionals who offer separately managed accounts (SMA) to their clients see SMAs as a tool to generate a new revenue stream for their business, a survey shows. The findings came from the BlackRock SMA ...