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Showing 11 - 20 of 283 results for "SMAs"

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 ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... advisers currently used managed accounts, an increase from about 59% earlier this year, and separately managed accounts (SMAs) have emerged as the favourite structure. Praemium said managed accounts have shown unprecedented improvements in client outcomes ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
... financial institutions. The Essential+ menu complements the existing suite of MLC managed funds and separately managed accounts (SMAs) model portfolios already available on Expand Essential, offering greater flexibility and choice. It also makes MLC ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... Some $115.7 billion is in single manager unlisted strategies, while $38.2 billion is held in separately managed accounts (SMAs) on platforms. There is about $27.3 billion held in single asset strategies sitting on platforms. Meanwhile, public sector ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... accounts assets have quadrupled over the past five years to $200 billion and more than 100 active separately managed accounts (SMAs) managers are creating portfolios. "Every day that goes by there's another $1 billion to $3 billion being modelled ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... its consulting partner amid closing its Australian equities solutions within its multi-asset separately managed accounts (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and a customised global listed ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... company, the Crypto.Com Custody Trust Company. The ETFs launch is set to coincide with a batch of separately managed accounts (SMAs), both of which Trump Media plans to invest in with its own cash reserves. The company has allocated up to $250 million ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... the Institute of Managed Account Professionals' (IMAP), increasing 23.2% in the 12 months to December 2024. Currently, SMAs hold the largest market share of 64% or $148 billion and remain the preferred choice for advisers. The report shows that 89% ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts (SMAs) holding the largest market share of 64% or $148 billion. The SMA asset pool grew 36% year on year. Managed discretionary accounts ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard Pty Ltd. SMARS ...