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Showing 251 - 260 of 426 results for "Separately managed account"

Hedge fund growth problem not helped by new products

MARK SMITH  |  FRIDAY, 21 NOV 2014
Hedge fund managers pinning their hopes on new products to drive inflows and business growth are underestimating the costs involved as well as the effect on margins, a new report from EY has found. The global survey compared opinions from 100 hedge ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...

Macquarie adds SMA option to platform wrap

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
Macquarie has launched separately managed accounts (SMAs) as an investment option on its platform, the Macquarie Wrap. This will allow advisers and their clients to access an extensive range of SMAs, managed by investment managers and covering a range ...

FEATURE: Have we reached the tipping point for managed accounts?

MARK SMITH  |  FRIDAY, 15 AUG 2014
... securities in their portfolio and override the decisions of the investment manager. The beauty of the separately managed account (SMA) structure is it allows investors and their advisers to individualise a professionally managed portfolio to suit their ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Separately managed accounts (SMA) operators are poised for strong growth over the coming years and are likely to become a sector in their own right, Lonsec research shows. The research house has looked at five SMA platforms in Australia and has assigned ...

ThreeSixty Research team merges with JB Were

JAMES FERNYHOUGH  |  MONDAY, 4 AUG 2014
MLC research business ThreeSixty Research has joined forces with its fellow National Australia Bank (NAB)-owned business JB Were. NAB said there were would be no redundancies as a result of the merger, with the entire ThreeSixty listed equities team ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
Record inflows of $320 million to Praemium's separately managed account platforms in the June quarter has seen the company post new highs for funds on platform. The group's Australian SMA platform grew $200 million in the three months to end of June ...

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
Researcher van Eyk has added separately managed account (SMA) data to its online research and portfolio tool, iRate. As a growing number of financial advisers look to recommend direct investments, van Eyk's new service has made data available for around ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
Rainmaker's 2013 survey of adviser groups found that 26 adviser groups have reported being associated with a managed account, up 63% from the 16 who reported a similar association in 2008. While this may be considered a relatively small number, the ...