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Showing 271 - 280 of 302 results for "model portfolios"

AMP planners to use Lonsec and van Eyk

COMPANY RELEASE  |  FRIDAY, 17 JUL 2009
... videos and portfolio construction tools. Lonsec general manager research Grant Kennaway said Lonsec will provide model portfolios and ongoing strategic input into AMPFP's approved products and services list (APSL) composition and monitoring process. ...

Super breakthrough for SMAs

MICHELLE BALTAZAR  |  WEDNESDAY, 10 JUN 2009
... said the product will be launched after the end of this financial year and will start off with between 8 to 10 model portfolios. "We're looking to have eight. We are just finishing of negotiations with the managers but you'd expect to get your basic ...

J.P. Morgan teams up with Linear AM

COMPANY RELEASE  |  TUESDAY, 9 JUN 2009
... allow investment at any time of the market cycle," he said. The SMA offers access to three Australian equity model portfolios and what the group claims is the lowest cost continuous protection fee in the market.

Cameron Stockbrokers fine-tunes team

RUTH LIEW  |  FRIDAY, 8 MAY 2009
... also looking to set a formal investment committee to streamline and improve the firm's investment strategies and model portfolios. "At the moment we have extremely experienced staff... but I would like to move towards an investment committee, [one that ...

Defensive model portfolios in vogue

RUTH LIEW  |  THURSDAY, 23 APR 2009
Advisers are increasingly turning to model portfolios as the backbone of their research in the construction of defensive investment strategies, said an industry expert. Paul O'Connor, director of fund services at Standard & Poor's, said the firm is ...

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... service to clients. "We're looking to build a managed accounts functionality - to [build] reactive and proactive model portfolios," said FPSA chief executive Mark Ryan. The dealer group took the concept of integrating managed accounts into its platform ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
... advisers are showing keen interest in the AMP Personalised Portfolio, he said. The product offers more than 25 SMA model portfolios, primarily offering Australian shares. More than 60 managed funds are also available across the other major asset classes. ...

Fin Simplicity upgrades tech

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
... Simplicity upgraded Portfolio Express to allow financial planners to tailor client portfolios fast and share model portfolios. The improved Portfolio Express allows planners to create client model portfolios or asset allocations and then print the supporting ...

FPWS unveils new SMA service

RUTH LIEW  |  TUESDAY, 14 OCT 2008
... SMA Service will offer investors and investment managers a choice of equity portfolio mandates (direct equity model portfolios) and asset portfolio mandates (managed fund model portfolios). Murphie said that the admin service associated with the FPWS ...

Vivid signs on Financial Simplicity

RUTH LIEW  |  TUESDAY, 29 JUL 2008
... us a scalable business model to work with. It will allow us to rebalance client preferences, and rebalance our model portfolios across all the client portfolios rather than looking at just a single client in isolation. "This means we can add new funds ...