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Showing 251 - 260 of 404 results for "Model portfolio"

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
Following a strategic asset allocation (SAA) and model portfolio review, Lonsec 's Core Model Portfolios will now have a more balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment ...

ASX mFunds FUM already ahead of ETFs

ALEX DUNNIN  |  FRIDAY, 11 JUL 2014
While it's only been a few months since the ASX launched its mFunds service, funds listed on the exchange based platform already exceed the value of Exchange Traded Funds (ETF). According to the ASX, 12 of 48 foundation investment managers have already ...

QIC funds added to Federation platform

JAMES FERNYHOUGH  |  THURSDAY, 10 JUL 2014
Two QIC managed funds, DDH Global Fixed Interest Alpha Fund and the DDH Balanced Growth Fund, have been added to the Federation Managed Accounts fund. The funds' responsible entity is DDH Graham, and the funds are managed by QIC. Federation described ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... monitored and updated by WB Financial, but Praemium handles all the trading and administration. "When we re-weight a model portfolio, Praemium automatically updates all client portfolios attached to that model, without the need for our advisers to prepare ...

BT adds new capabilities to wrap platform

JAMES FERNYHOUGH  |  WEDNESDAY, 21 MAY 2014
BT Wrap has added bulk linking and rebalancing to its model portfolio offering in a move it says will allow dealer groups and advisers "to create even greater efficiencies in managing their client portfolios." The new capabilities will allow advisers ...

Australian ETF industry passes $11 billion milestone

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
Total funds in the Australian exchange traded fund (ETF) market surged to $11.13 billion in April, an almost 50% increase from 12 months ago. According to the latest ASX Funds Monthly Update, over $1 billion has flowed into ASX-listed in 2014, with ...

Perpetual Private creates new head of investment research role

MARK SMITH  |  THURSDAY, 1 MAY 2014
... Lidbury as head of investment research. This is a new role which combines Perpetual Private's multi-manager and model portfolio research teams into a large research platform to support the evolving needs of its client base. Lidbury will be responsible ...

OneVue pitches Managed Accounts to industry funds

ALEX DUNNIN  |  WEDNESDAY, 30 APR 2014
Managed account provider OneVue is pitching its services to industry super funds that may be looking to add low cost platform functionality in an effort to meet the investment needs of high-end fund members who may otherwise be tempted to set up their ...

netwealth appoints head of investment and research

LAURA MILLAN  |  TUESDAY, 29 APR 2014
netwealth has appointed Challenger national key account manager to the role of head of investment management and research The company made the announcement that Paul O'Connor would take up the position on May 19 during its yearly update yesterday. O'Connor ...

Wanted: Money managers that are investors not product makers

ALEX DUNNIN  |  WEDNESDAY, 2 APR 2014
In an era when many investment managers are engineering overly complex, multi-layered model-driven strategies, traditional managers focused on long term fundamentals are finding a receptive audience. "It's performance, performance, performance. It's ...