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Showing 261 - 270 of 309 results for "model portfolios"

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 ...

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).