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Showing 261 - 270 of 302 results for "model portfolios"

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... last year, a business that houses the research and knowledge he's developed of multi-asset and multi-manager model portfolios. The firm provides expertise to financial planners using implemented portfolios on separately managed account (SMA) platforms. ...

Multiport upgrades UMA service

COMPANY RELEASE  |  WEDNESDAY, 3 MAR 2010
... its unified managed account offer by upgrading its model portfolio management system - allowing SMSFs to use model portfolios alongside their direct investments on the same Multiport service. The move allows dealer groups to operate managed accounts ...

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
... delivered returns over a number of market cycles. AXA Australia use Platinum Asset Management funds in their model portfolios and approved product lists (APL).

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... planning industry but is effectively a managed account that can house various asset classes (not just shares) and model portfolios. A UMA has the benefits of owning direct shares and managed funds but is more tax-effective. For example, under a UMA ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
... mapped to various platform menus available in the market. "Sentry advisers will also gain access to customised Model Portfolios designed by van Eyk's investment consulting team, as well as quarterly reporting and attribution analysis." Sentry Group continues ...

Ralton wins three stars

COMPANY RELEASE  |  MONDAY, 9 NOV 2009
Standard and Poor's assigns three-star ratings to three separately managed account model portfolios (SMAs) from Ralton Asset Management. The three SMAs are the Ralton Leaders model portfolio, the Ralton High Yield Australian Shares model portfolio ...

Aviva SMA attracts $10m in six weeks

COMPANY RELEASE  |  THURSDAY, 22 OCT 2009
... financial advisers have used the structure for client funds. Financial planning clients can choose from eight model portfolios provided by five fund managers including Ausbil Dexia, Aviva Investors, Goldman Sachs JBWere Asset Management, Perennial Investment ...

Advisers let down by MMs

ALEX DUNNIN  |  TUESDAY, 6 OCT 2009
... accounts and Exchange Traded Funds and changing the way they source their research, said McGregor. But using model portfolios will only be an effective solution if they are implemented correctly and they are able to respond quickly to changing markets. ...

Netwealth appoints Fin Simplicity

COMPANY RELEASE  |  FRIDAY, 21 AUG 2009
... manager of Vivid Financial, said the technology would allow them to rebalance client preferences and rebalance model portfolios across all portfolios rather than looking at just a single client in isolation.

SMA ratings bring clarity for advisers

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
... clients. S&P has given four stars to the Ausbil Australia Concentrated Equity and Blue Chip Top 20 (Aviva Investors) model portfolios. Three stars were awarded to the Aviva Investors Core Opportunities, Aviva Investors Dividend Builder, Goldman Sachs ...