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Showing 371 - 380 of 404 results for "Model portfolio"

Vivid signs on Financial Simplicity

RUTH LIEW  |  TUESDAY, 29 JUL 2008
Vivid Financial has implemented Financial Simplicity's Enterprise Edition product to improve the trade efficiencies of their managed accounts portfolios. According to Jon Reilly, trading and compliance manager of Vivid Financial, the new software will ...

Aviva outsources to S&P

MICHAEL HOBBS  |  THURSDAY, 10 JUL 2008
Aviva Australia's research division is outsourcing its investment fund research to Standard & Poor's Fund Services. Previously Aviva Research managed all its research operations internally. As a result of the deal, Aviva will have access to the research ...

Ex-Allianz Global retail head joins S&P

RUTH LIEW  |  THURSDAY, 10 JUL 2008
Ratings house Standard & Poor's Fund Services has appointed Leanne Milton as its new head of fund research. Milton will report to the head of fund services, Mark Hoven and will assume primary analytical and management responsibility for S&P's Fund Research ...

Netwealth hatches baby wrap

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... Investor Rewards Program also includes a choice of three model portfolios which have been created by the firm. Each model portfolio uses three netwealth multi manager diversified options at its core, and a range of satellite funds chosen from the baby ...

ING names new sales & marketing FM head

... has also worked at AMP Financial Services as head of research, in charge of fund manager selection and review, model portfolio construction and asset allocation. Besides working with research houses, external platforms and dealer group researchers, Wadhera ...

RARE appoints ex-Fidelity as retail head

MICHAEL HOBBS  |  MONDAY, 28 APR 2008
Boutique global infrastructure investment firm RARE Infrastructure has appointed Matthew Dell to head of retail distribution. Dell was previously responsible for national accounts at Fidelity Investment Australia and has experience in funds management ...

S&P expands research team

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
Standard & Poor's Fund Services has appointed Leanne Fook as a fund ratings generalist to the firm's fund research team. Previously, Fook worked as a research analyst at Australian Wealth Management (AWM) for three years, reviewing investments across ...

Managed accounts expands asset mix

Managed accounts are no longer limited to providing a platform for domestic and international equities. MA providers will soon include term deposits, fixed interest products, structured products and agribusiness. Speaking at the Financial Standard forum ...

Franklin Templeton launches EM fund

RUTH LIEW  |  TUESDAY, 8 APR 2008
Franklin Templeton Investments has launched an emerging markets fund - a unit trust available to Australian investors in local currency that invests in global emerging markets. The fund is denominated in Australian dollars and its objective is to seek ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
IOOF senior research manager Paul O'Connor has jumped ship to take up the position of director in ratings house Standard & Poor's fund services team. O'Connor, who officially left IOOF Monday this week, will begin his new role on March 31 and will be ...