Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 371 - 380 of 952 results for "managed accounts"

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... fees." Adding to lowering yield expectations are new opportunities in retail distribution, such as active ETFs and managed accounts, for which active fixed income houses seem to be willing to bend on fees in exchange for a bigger slice of retail and ...

Global manager to build local retail team

KANIKA SOOD  |  TUESDAY, 26 NOV 2019
... Acadian's funds will continue to be hosted on CFS. But it will seek to build relationships with adviser groups, for managed accounts and model portfolio offerings. It will also engage with new platforms, research houses and consultants. CFS head of investment ...

MLC hires from Perpetual Private

KANIKA SOOD  |  THURSDAY, 21 NOV 2019
MLC Asset Management has appointed a director for its managed accounts business, hiring a Perpetual Private general manager. Jason Komadina starts as MLC's managed accounts lead on 29 January 2020. He will report to general manager for strategic ...

Platform hires former Netwealth distribution head

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2019
The former head of distribution for Netwealth has taken on a newly created role with a rival managed accounts and platform provider. Nick Mitchell has been appointed co-head of distribution at Mason Stevens. In the new role, Mitchell will be responsible ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... in the industry sharing his interpretation. Ethical Advisers Funds Management recently launched new separately managed accounts which screen out investments in oil, tobacco, weapons, heavy polluters, gambling and coal. Portfolio manager and head of research ...

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
A new range of separately managed accounts (SMAs) have launched, attempting to address a demand the new FASEA code of ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
BT Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...

Former BTFG executive takes on new role

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... this opportunity. A modern global technology platform that is truly multi-currency, multi asset, with a rich managed accounts capability will be well received by the market." He added that Spitfire's immediate focus will be on commercialising the investment ...

Aussie bond fund added to Zenith model portfolio

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
... company's research capabilities. The portfolios are available to investors as either model "paper" portfolios or as managed accounts on a number of platforms.

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of ...