Search Results | Showing 11 - 20 of 92 results for %22Managed Accounts Holdings%22 |
| | | ... However, they aspire to have one platform that can deliver to all client segments, catering for all forms of managed accounts and investments, including custodial and non-custodial assets." According to the Australian Taxation Office, some $342 million ... |
| | | | ... pushing ahead with a plan to bring together Xplore's four businesses - the platform, responsible superannuation entity, managed discretionary accounts and DIY super administration. Wright, who was grilled at the Royal Commission, was appointed by Xplore ... |
| | | | ... $151.8 million in total assets and has been running since April 2015, which are offered by multiple separately managed accounts (SMA) platforms. Redpoint was established in 2011 and managed about $10 billion for institutional and retail clients. GSFM ... |
| | | | ... management at June 30, recording net inflows of $500 million for the quarter, including inflows of $400 million into managed accounts. |
| | | | ... chief executive David Wright said the acquisition adds a new business segment to Zenith's current business of managed accounts and of rating managed funds. "We see Chant West as a leader in its space and the acquisition presents a great opportunity ... |
| | | | ... from listed market falls thanks in part to their exposure to unlisted assets such as property and infrastructure. Self-managed super funds were hit in a similar vein to retail funds, realising a loss of $69.7 billion over the quarter. However, public ... |
| | | | A new study argues that separately managed accounts with high active shares and a history of outperformance can be expected to continue delivering in the future. Active share, which was introduced by Cremers and Petajisto in 2009, is calculated as the ... |
| | | | ... also around earnings," Wright said. Wright said managed discretionary accounts (MDAs), as well as separately managed accounts (SMAs) have reaffirmed their status as an efficient structure to support advisers and investment managers handle their clients' ... |
| | | | ... higher levels of cash to support monthly pension payments," she said. "The other factor to consider is when a separately managed account or investment manager of a managed account decides to increase cash allocation. This substantially increases the ... |
| | | | ... entering the market who are looking for easier ways to manage investment options for their clients," he said. "Using managed accounts in portfolio construction enables advisers to stay ahead of clients' changing needs and expectations and create personalised ... |
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