The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 291 - 300 of 302 results for "model portfolios"

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 ...

Global property securities funds "strong": InvestorWeb

KATE HAGE | THURSDAY, 21 SEP 2006

... global equities trajectory of recent years. "On the back of the strength of this review we will add it to our model portfolios from now on," she said. Ashton added that the market still displays inefficiencies due to its immaturity but added it presents ...

Skandia ranks number one for BDM service

ALEX DUNNIN | THURSDAY, 15 JUN 2006

... Asgard. Advisers rated Skandia One fourth in terms of overall satisfaction and quality of the multi-manager and model portfolios. Richard Borysiewicz, Skandia's sales and marketing director, said their top performance endorses their non-aligned business ...

S&P appoint ahead of manager review

... the team from his previous position at MLC where he managed fund research, working with managers for licensee model portfolios and advising on investment issues. S&P's head of fund ratings, Mark Hoven, said Hanel's experience will immediately be put ...

Advisers warm to boutique fund managers

... were not accredited to us them; that boutique managers were not on their recommended list; or that they used model portfolios which did not include boutiques," Galagher says. The survey found that there was still a lack of knowledge about individual ...

Telstra to launch savings product and become a public offer fund

... their immediate families. The product is called InvestmentPlan and is a low-cost managed fund which offers eight model portfolios plus a cash portfolio. The product has no entry, exit or switching fees and no commissions. The minimum initial investment ...

Asgard adjusts benchmarks for SMAs

... Investment platform Asgard has adopted more conservative asset allocation benchmarks for its range of preset model portfolios, as part of a relaunch of the group's separately managed accounts (SMAs) - Funds. And, mirroring the efforts of other master ...

Aberdeen announces new Asian equity fund

... in the region. According to Aberdeen, the fund will be based on the Singapore investment team's existing Asian model portfolios. The fund will open for applications later this month and is to be included on the Macquarie and BT wrap platforms from November. ...

PAGE:

Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

Videos

Brought to you by

Follow the leaders

Strength amid noise

A guaranteed future

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Maintaining a fundamental focus in a world obsessed with the short term

The market has changed. The opportunity hasn't.

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE