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Showing 291 - 300 of 1272 results for "managed account"

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
... (managed accounts) Brent Bevan explained the greatest roadblocks that stop the creation, adoption, or rollout of managed account programs. Addressing how there is very limited content as to what can go wrong with managed accounts, Bevan elucidated the ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
Clime Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset ...

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN  |  THURSDAY, 18 AUG 2022
... the Your Future, Your Super (YFYS) world of regular performance testing. It's also available as a Separately Managed Account (SMA) for direct investors seeking an actively managed alpha-driven portfolio.

MLC Asset Management grows managed accounts offering

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
MLC Asset Management expanded its range of managed account strategies to include conservative and high-growth options. The company said the expansion is in response to market demand from advisers for more transparent, diversified solutions for clients. ...

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
... Until now Australian Eagle's long-only strategy has only been available to institutional and some separately managed account clients, so we are excited to have Australian Eagle bring this capability to a portfolio for a retail trust structure in ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
The finalists for the 2022 IMAP Managed Account Awards have been named, including across a new category for ESG products. The awards cover Australian equities, Australian equities small cap, international equities and multi-asset products, as well as ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the ...

Praemium reports 92% flow increase

CHLOE WALKER  |  MONDAY, 18 JUL 2022
The investment platform now has $40.5 billion in funds under administration, up 10% on the same time last year. Additionally, Praemium's financial year net inflows were $2.9 billion, up 92% from its prior corresponding period. Unfortunately, gross inflows ...

Netwealth reports record inflows

ANDREW MCKEAN  |  FRIDAY, 15 JUL 2022
Netwealth's annual net inflows increased 32% from the prior year to $13 billion, according to its June 2022 quarterly business update to the ASX. The platform and investments business realised funds under administration (FUA) net inflows of $2.7 billion ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
BetaShares has made a raft of appointments, including adding two to its sales leadership team to oversee wealth management and high-net-worth groups. All five appointments are internal promotions and have been made to the ETF manager's sales, distribution ...