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Showing 351 - 360 of 1072 results for "Separately"

AustralianSuper ratings slide at Morningstar

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
... ratings house put greater emphasis on fees (for example, it started to rate different share classes of the same fund separately). It also added greater calibration in its existing five-pillar rating process (people, process, parent, performance and price). ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... strategic and dynamic asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios ...

Waislitz pokes holes in OneVue bid

KANIKA SOOD  |  THURSDAY, 1 OCT 2020
... appropriate valuation methodology would be to assess each of the business units (platform and funds administration) separately - especially given the strong valuations currently being afforded to platform businesses by the share market. The independent ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... FY20. Managed discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. ASIC was expected to put out a consultation paper on MDAs last year but in March ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... Wealth Fusion will also feature complete portfolio and investment management transparency, and the tax benefits of a separately managed account. Assets on the platform will be liquid and held in the client's name. J.P. Morgan and HSBC are custodians ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... industry, as a chief operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.

Geoff Wilson feels sorry for CLF shareholders

ANNABELLE DICKSON  |  FRIDAY, 18 SEP 2020
... small-to-medium sized ASX companies. "If CLF shareholders want this significantly different risk profile, they can choose to separately invest in WAM Capital or other fund managers offering this type of exposure to a very different segment of the mar ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... billion. Managed discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. Commenting on the market volatility for the period, Milliman head of capital ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... Aussie equities boutique has launched an income-focussed strategy as an unlisted managed trust, after running it as a separately managed portfolio for 13 years. DNR Capital's Australian Equities Fund is managed by DNR's chief investment officer ...