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Showing 371 - 380 of 428 results for "Separately managed account"

Planners gain clean tech fund

MICHAEL HOBBS  |  FRIDAY, 20 FEB 2009
... Group's Alternate Energy Customised Portfolio to its Approved Product List (APL). The portfolio uses a separately managed account (SMA) structure and provides exposure to alternative energy securities across low emission utilities, renewable energy ...

Aviva SMA gets adviser tick

RUTH LIEW  |  MONDAY, 19 JAN 2009
Aviva is going to crack the separately managed accounts market in mid-2009 with a product solution tailored to easily fit into an adviser's portfolio. According to Aviva spokesman Tim Cobb, the group is currently at the end of the IT build of its SMA ...

Aussie tech providers score overseas deals

MICHAEL HOBBS  |  THURSDAY, 15 JAN 2009
... million under management in three years. According to Praemium, the service will be similar to the separately managed account (SMA) services it provides in Australia. Praemium's Australian business includes online portfolio administration services via ...

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 ...

Linear launches enhanced MA

MICHAEL HOBBS  |  WEDNESDAY, 26 NOV 2008
... cost. The Melbourne based firm launched the Linear Managed Account (LMA) after the firm released a separately managed account (SMA) product with similar capabilities in April. However, Linear Financial is touting the LMA as an alternative to many SMA ...

Præmium to add wrap client

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
... PrA|mium and independent wrap platform provider, Powerwrap signed an agreement deal to provide V-Wrap and separately managed account (SMA) technology to the platform. The 'heads of agreement' deal means Powerwrap's platform can provide access to direct ...

Bakers portfolio rated 'investment grade'

MICHAEL HOBBS  |  WEDNESDAY, 12 NOV 2008
... manage the model portfolio which is distributed by BlackRock Investment Management (Australia) using a separately managed account (SMA) structure. The portfolio provides exposure to alternative energy securities across a range of sectors including low-emission ...

More planners to use SMAs

MICHELLE BALTAZAR  |  THURSDAY, 6 NOV 2008
More than 80 per cent of financial planners and other wealth management professionals who offer separately managed accounts (SMA) to their clients see SMAs as a tool to generate a new revenue stream for their business, a survey shows. The findings came ...

Avanteos launches managed account

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
... Avanteos' managed account solution in an IMA, the way the product has been developed means we can offer a separately managed account (SMA) solution as well," said Steve Thomas, Avanteos general manager of product and distribution. "Our managed account ...

Præmium adds CRM service

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
... Praemium provides online portfolio administrations services via V-Wrap, market data through p-Desktop and separately managed account (SMA) technology to financial planners, accountants and wealth managers. V-Wrap administers more than $29 billion for ...