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Showing 11 - 20 of 302 results for "model portfolios"

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... 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, investors have direct ownership of their assets ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Schroders as an analyst from Insignia Financial, where she spent seven years developing an approved product list and model portfolios for advisors. In the role, she was tasked with conducting due diligence on a broad range of managed funds to identify ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... and driving value creation. Guardian and Janus Henderson will also co-develop proprietary, multi-asset solution model portfolios for Guardian's dually registered broker-dealer and registered investment advisor, Park Avenue Securities (PAS), which has ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... Before that he worked at Macquarie Private Wealth, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice. Previous roles also included Asia-Pacific sector head for structured products and alternative ...

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
... acquired Rainmaker Information in 2021. The new-look Rainmaker MarketPro now provides access to managed accounts and model portfolios investment product searches, new continuing professional development modules and access to Plan For Life research reports. ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... March 6, largely thanks to BlackRock reducing its equities exposure and shoring up defensive assets within its model portfolios. The fund manager's annual strategic asset allocation (SAA) slashed its exposure to Australian equities and emerging market ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now available on Praemium. Briefcase chief executive Josh ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... its research lead four years ago. He spent nearly six years at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante ...

Pinnacle goes global with acquisitions

JAMIE WILLIAMSON  |  THURSDAY, 21 NOV 2024
... Pacific Asset Management, acquiring 25% of the equity for $50 million. The firm is based in London and provides model portfolios and single manager investment options. It is part of Pacific Investments Group, the family office of UK businessman John ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... actually a mechanism to deliver more efficiently your value add or your client value proposition," SSGA head of model portfolios EMEA and APAC Kathleen Gallagher told the forum. "The SMA should be something that's very aligned to the investment approach ...