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Showing 11 - 20 of 403 results for "Model portfolio"

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
Insignia Financial delivered a strong first quarter for FY26, with funds under management and administration now exceeding $340 billion. Over the period, the business saw total net inflows of $1.0 billion, driven by $1.3 billion of net inflows into ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... from vertical integration. This can emerge from financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives a management fee, Deloitte said. ASIC's closer examination of managed ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... portfolio construction and Lonsec Investment Solutions investment management experience through a new core-satellite model portfolio offering. The Vanguard Core-Satellite Model Portfolios are available to advisers as separately managed accounts (SMAs) ...

Alternatives, international equities dominate mandates

ELIZA BAVIN  |  FRIDAY, 29 AUG 2025
... equities. There were an estimated 55 mandate appointments from not-for-profit super funds and investment managers, 199 model portfolio mandates, four mandates from retail super and three mandates from government agencies in the 12 months to end of March ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
MLC Expand has launched its new Essential+ investment menu, offering access to term deposits and exchange traded funds (ETFs) from a range of Australian financial institutions. The Essential+ menu complements the existing suite of MLC managed funds ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
Janus Henderson has commenced its strategic partnership with The Guardian Life Insurance Company of America (Guardian), set to manage Guardian's US$45 billion ($68bn) investment grade public fixed income portfolio. The partnership was initially ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
A long-time Schroders Australia executive has joined QIC's institutional distribution team as a director. The Queensland state government-owned investor confirmed the appointment of Tracy Abercromby, who will be based in QIC's Sydney office. ...