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Showing 11 - 16 of 16 results for "SMA portfolios"

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...

Van Eyk spin-off signs first major client

MARK SMITH  |  TUESDAY, 4 NOV 2014
... Australia. The company's head of advice, Daniel Parry, said it had been looking for replacement to van Eyk to advise on SMA portfolios they run on the HUB24 platform. "We felt InvestSense provided a proactive approach to asset allocation with fresh thinking ...

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
... financial advisers look to recommend direct investments, van Eyk's new service has made data available for around 80 SMA portfolios. The availability of SMA research on iRate follows the recent launch of new SMA products by the banks and a number of ...

New funds on Emerald Wrap

BEN COLLINS  |  WEDNESDAY, 14 NOV 2012
... platform The Emerald Wrap. Dalton Nicol Reid's Australian Equities Socially Responsible, High Conviction and Income SMA Portfolios are now available. "We're delighted to be part of a positive initiative that supports portfolios being run in a socially ...

AMP adds DNR portfolio

COMPANY RELEASE  |  TUESDAY, 15 JUN 2010
... portfolios highlights the importance of SMA platforms using investment managers that are experienced in managing SMA portfolios. "The market for SMAs continues to grow however many traditional asset managers don't yet understand that managing an SMA ...

BlackRock SMA tops $500m

COMPANY RELEASE  |  WEDNESDAY, 7 APR 2010
... ETF [exchange traded fund] to cover that area," he said. "And hopefully when they become available, the uptake of SMA portfolios will increase dramatically." Phillips noted that BlackRock intended to reinvest back into the business to develop new functionality ...
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