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Showing 251 - 260 of 302 results for "model portfolios"

Zenith wins four fin planning mandates

RUTH LIEW  |  FRIDAY, 26 NOV 2010
... investment analysts, bringing its total number of researchers to 13. Zenith provides research reports, customised model portfolios, investment committee services, recommended lists and adviser group fund development as part of its product suite.

Aviva offers direct SMAs, model portfolios

MEDIA RELEASE  |  TUESDAY, 23 NOV 2010
... Aviva Investors has launched a new Separately Managed Account (SMA) service and is offering investors access to model portfolios based on two of its existing managed funds. The Aviva Investors Dividend Builder model portfolio has been developed for investors ...

RI Advice investment team departure

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... has a 20 per cent holding. "Importantly we will maintain an ongoing relationship so that the integrity of our model portfolios remains assured, a key issue which we know is important to our advisers and their clients," said Paul Campbell, RI Advice Group ...

Asgard ramps up ETFs and direct equities strategy

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... mapped out a three-year business plan, including a more aggressive strategy towards providing direct equities, model portfolios and Exchange Traded Funds (ETFs) to its platform. Lawrenson said that within the next three years, Asgard plans to enhance ...

BlackRock to expand retail arm

ELISE BURGESS  |  THURSDAY, 11 NOV 2010
... creating active portfolio functionalities in response to demand from advisers and dealer groups for their own set of model portfolios or customised multi-manager portfolios. "It allows them to control the investment managers within at a high level, which ...

BT Wrap lifts fog on model portfolios

ELISE BURGESS  |  TUESDAY, 21 SEP 2010
Dealer groups can have a better understanding of how their financial advisers use 'model portfolios', cash and equities for their clients through key upgrades to BT Wrap this month. In a three-year project that's costing over $18 million, the team behind ...

More planners bypass managed funds: study

ELISE BURGESS  |  TUESDAY, 17 AUG 2010
... three years. But it's not all bad news. Practically all the major fund managers in the country offer planners 'model portfolios', which are exactly the same portfolios they run except they're not managed within a unit trust structure. Planners pay them ...

Van Eyk strengthens investment team

PRESS RELEASE  |  THURSDAY, 29 JUL 2010
... Thomas, chief executive at van Eyk. "Growth was also experienced in asset consulting with dealer groups requiring model portfolios, risk management of approved product lists and attending investment committees." He said the level of fund manager search ...

Boutique and big brands top SMA

S&P RELEASE  |  MONDAY, 12 JUL 2010
... managers relay their investment decisions to SMA platforms in a timely manner and are monitoring performance of the model portfolios to ensure minimal performance differences. The review did find a split between those investment managers who are managing ...

AMP adds DNR portfolio

COMPANY RELEASE  |  TUESDAY, 15 JUN 2010
Dalton Nicol Reid's Australian Equities High Conviction portfolio has been added to the model portfolios on AMP's Personalised Portfolio Service. Dalton Nicol Reid's High Conviction portfolio, which is style neutral and holds between 15 and 25 Australian-listed ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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