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Showing 331 - 340 of 426 results for "Separately managed account"

Boutique and big brands top SMA

S&P RELEASE  |  MONDAY, 12 JUL 2010
Fund managers Dalton Nicol Reid, Goldman Sachs JBWere, Hyperion, Ralton, UBS Global Asset Management (Australia) were all rated as the top SMA model portfolio providers, research shows. Standard & Poor's has named the stand out investment fund manager ...

Praemium preps more advisers to fee-for-service world

RUTH LIEW  |  FRIDAY, 9 JUL 2010
Praemium is expanding its planner target market by 80 per cent as the firm rolls out SMARTwrap - a service aimed at both fee-for-service and commission-based advisers, and those transitioning to a fee structure. Arthur Naoumidis, group chief executive ...

AMP boosts SMA service

COMPANY RELEASE  |  WEDNESDAY, 2 JUN 2010
... AMP has teamed up with New Zealand-based tech provider FNZ to improve the online functionality of its separately managed account service. The new features of the AMP Personalised Portfolio, which came into effect this week, include a real time reporting ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... model portfolios. The firm provides expertise to financial planners using implemented portfolios on separately managed account (SMA) platforms. OneVue selected Proactive Portfolios as the manager of its three additional portfolios, which will soon be ...

Hyperion Aus Growth Companies eyes ASX300

MEDIA RELEASE  |  WEDNESDAY, 12 MAY 2010
... composition of the fund from Broad Cap to ASX 300. Last year, van Eyk had already rated Hyperion's separately managed account (SMA) portfolio, which is based on the fund's ASX 300 strategy, with the high A* rating. "Our unit trust follows the same investment ...

Aurora wins $190m Optimix mandate

MICHELLE BALTAZAR  |  TUESDAY, 11 MAY 2010
... enables investors to make money around earnings results announcements. The funds will be invested in a separately managed account (SMA) using the Aurora Sandringham Global Shares Fund strategy, which focuses on generating alpha from the Earnings Announcement ...

OC Funds Management buys MA firm

PRESS RELEASE  |  FRIDAY, 23 APR 2010
OC Funds Management has bought Australian shares managed accounts provider, Patriot Managed Accounts. The deal means OC Funds Management can expand its investment suite beyond four equity funds to include individual managed accounts (IMA) and separately ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... and generating daily reports for clients. UMA Select includes an investment menu that integrates a separately managed account (SMA) within a complete solution. "Portal by BGL, Simple Fund and OneVue's transaction and administration system have created ...

BlackRock SMA tops $500m

COMPANY RELEASE  |  WEDNESDAY, 7 APR 2010
... five years in operation. Scott Phillips, BlackRock's director and head of retail at BlackRock said the separately managed account service now has over 4,500 accounts. It has also expanded to over 80 investment models available across more than 30 separate ...

Perpetual tops S&P review

COMPANY RELEASE  |  THURSDAY, 1 APR 2010
Perpetual has become the only manager to receive a five-star rating in S&P Fund Services' latest review of the Australian Equities - Large Cap sector-specific peer group. The peer group includes four investment strategies offered by four managers. S&P ...