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Showing 301 - 310 of 428 results for "Separately managed account"

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
Platform provider OneVue said talks are at an advanced stage with several new dealer groups and accounting firms to make its unified managed account platform available to them. Adviser groups currently using the OneVue unified managed account (UMA) ...

Praemium capital raising for growth

RACHEL DAVIS  |  FRIDAY, 9 SEP 2011
Praemium has completed a $5 million capital raising, to provide for long-term growth plans and the implementation of short term cost efficiencies. Praemium requested a trading halt on Wednesday before successfully completing the $5 million capital raising ...

SMAs drive interest into concentrated Australian equity funds

ALISON BEVEGE  |  FRIDAY, 2 SEP 2011
Separately managed account growth is driving interest in the concentrated Australian equity fund sector, research house Lonsec has said. Lin Ngin, senior investment analyst for Lonsec, said there had been an increase in concentrated strategies, with ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
The performance of separately managed account funds on platforms is rising steadily, according to Standard & Poor's Fund services, which upgraded one manager and downgraded another in its recent sector review. S&P upgraded the Dalton Nicol Reid Australian ...

Praemium appoints new CEO as platform business booms

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
Portfolio administration and separately managed account technology provider Praemium has appointed Michael Ohanessian as its new chief executive officer, replacing Arthur Naoumidis who has taken up a consultancy role with the company. Having founded ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
Financial advisers remain tentative on the outlook for equity markets although more than half surveyed by Zurich are thinking about reducing the amount of cash in client portfolios. Zurich spoke to 300 advisers nationwide with 59% "indicating a potential ...

Praemium renews with MSSB

LOREN RUGEBREGT  |  FRIDAY, 22 JUL 2011
... portfolio administration providing services to more than 500 financial institutions and intermediaries. Its separately managed account technology has generated over $46 billion of asset funds in Australia to some of the largest financial institutions ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...

BNP Paribas return to defensive fixed income

ELISE BURGESS  |  MONDAY, 4 JUL 2011
BNP Paribas Investment Partners wants fixed income to return to a defensive asset class, launching a fixed income capability in Australia, and moving away from its previous equity-like status. The global asset manager has launched the BNP Paribas Asset ...

Charter Hall lands $266m Woolworths portfolio

ELISE BURGESS  |  WEDNESDAY, 18 MAY 2011
... The news comes just two weeks after the group officially launched its property securities fund as a separately managed account (SMA) as well as a managed fund. Additionally, UniSuper purchased securities from Charter Hall Retail REIT, backed by a $737 ...