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Showing 361 - 370 of 404 results for "Model portfolio"

Super breakthrough for SMAs

MICHELLE BALTAZAR  |  WEDNESDAY, 10 JUN 2009
... to have eight. We are just finishing of negotiations with the managers but you'd expect to get your basic index model portfolio, your core Australian shares and possibly a mix between value and growth," said Cobb. Fechner said they will announce the ...

J.P. Morgan teams up with Linear AM

COMPANY RELEASE  |  TUESDAY, 9 JUN 2009
... underlying synthetic portfolio protection swap provided by J.P. Morgan. The capital protection facility limits the model portfolio from falling below 80 per cent of its "peak" value. The level of protection within the portfolio can also be automatically ...

Cameron Stockbrokers fine-tunes team

RUTH LIEW  |  FRIDAY, 8 MAY 2009
Cameron Stockbrokers is on the hunt for more advisers and brokers while it establishes a formal investment committee to lead the firm's investment strategy. The 30-adviser strong Cameron Stockbrokers, now led by former AMP Capital Investors head of ...

Defensive model portfolios in vogue

RUTH LIEW  |  THURSDAY, 23 APR 2009
... security." As advisers' defensive strategies ended up with more risk than they intended, many are now turning to model portfolio strategists such as S&P's for advice on top performing managers and asset allocations. "Advisers have varying skill sets ...

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
Netwealth-owned FPSA, which advises on $1.4 billion in funds, is getting into the managed accounts game and is putting out a tender for a MA provider. Financial Planning Services Australia, which has approximately $1.4 billion in funds under advice ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
One of the country's largest financial planning groups, AMP, has launched its own separately managed accounts product following advisor feedback. Paul Sainsbury, AMP product manufacturing director, said the launch of the product, the AMP Personalised ...

S&P downgrades UBS Equity Income to sell

MICHELLE BALTAZAR  |  THURSDAY, 27 NOV 2008
... strategy," said S&P analyst Justine Gorman. Stanley was responsible for running the underlying portfolio based on model portfolio recommendations from UBS' quant business DSI in the US. The fund can also invest in options - ahead of dividend payment ...

Fin Simplicity upgrades tech

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
Financial Simplicity upgraded Portfolio Express to allow financial planners to tailor client portfolios fast and share model portfolios. The improved Portfolio Express allows planners to create client model portfolios or asset allocations and then print ...

Bakers portfolio rated 'investment grade'

MICHAEL HOBBS  |  WEDNESDAY, 12 NOV 2008
... Energy Customised Portfolio received an 'investment grade' rating from Aegis. Bakers Investment Group manage the model portfolio which is distributed by BlackRock Investment Management (Australia) using a separately managed account (SMA) structure. The ...

FPWS unveils new SMA service

RUTH LIEW  |  TUESDAY, 14 OCT 2008
First Prudential Markets is entering the separately managed accounts arena via a partnership with First Prudential Wealth Services. "[Managed accounts] are highly tax efficient, provide direct ownership of shares and can be cheaper than managed funds ...