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Showing 291 - 300 of 309 results for "model portfolios"

RARE appoints ex-Fidelity as retail head

MICHAEL HOBBS  |  MONDAY, 28 APR 2008
... with Zenith awarding the RARE Infrastructure Value Fund a "Recommended" rating - as well as putting on their model portfolios - whilst Standard & Poor's have awarded the fund a four star rating." Established in 2006, RARE Infrastructure has $800 million ...

S&P expands research team

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
... (AWM) for three years, reviewing investments across all asset classes and compiling approved product lists and model portfolios for the Bridges and WealthManager financial advisers. Before working at AWM, Fook spent five years as a financial planner ...

Managed accounts expands asset mix

... signing the dotted line. Heather also recommends that a planner should keep the number of portfolio managers or model portfolios to a bare minimum. "When you're appointing managers, I think what you're trying to do is get down to the minimum number of ...

Franklin Templeton launches EM fund

RUTH LIEW  |  TUESDAY, 8 APR 2008
... in Australia Adam Quaife said "the role of emerging market economies has grown significantly and can provide model portfolios with an additional alpha source." The firm practices a bottom-up stock selection process and a "value investment philosophy" ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
... groups. At IOOF, O'Connor was responsible for the analysis of approved product lists, maintaining managed fund model portfolios and working on the firm's multi-manager funds. He also chairs the investment committee of IOOF's financial planner group Consultum ...

To tailor or not to tailor

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
... system [of unstructured, ad-hoc portfolios]?" he said. He suggested planners needed to stick more tightly to their model portfolios, rather than chase every client. "If you construct model portfolios, at least then you have a regulated system that (sic) ...

MLC launches adviser MAs

ALEX DUNNIN  |  WEDNESDAY, 22 AUG 2007
... managing clients' direct shares and managed fund portfolios, enabling them to create, amend and rebalance their own model portfolios. The new MLC service line will also offer many of the services already favoured by MA users, including the ability to ...

Fat Prophets enters SMA market

... lending facility if they want to increase their portfolio's gearing level. Fat Propets will offer two types of 'model portfolios' namely the Fat Prophets Concentrated Australian Share Model Portfolio, which is a concentrated basket of up to 30 shares ...

BlackRock gets rolling with Citi

... are listening with ShareInvest now available as a wrap product and BlackRock SMA, which started with only five model portfolios, now expanded to 44 investment options plus a margin lending facility. One gripe is the fee. At present, clients don't pay ...

Macq's the new kid on the SMA block

... Tim Hornibrook, the group's division director. SMAs can be described as a selection of managed funds, called model portfolios, housed under the one account. Unlike a managed fund, however, an SMA is not unitised and the investor is the beneficial owner ...