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Showing 381 - 390 of 404 results for "Model portfolio"

Financial Simplicity completes Avanteos trio

CHRIS NICHOLLS  |  THURSDAY, 4 OCT 2007
... knowledge to Financial Simplicity, who are now engaged with a number of industry platforms and brokers to provide model portfolio and managed account based solutions," he said.

To tailor or not to tailor

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
Financial planners need to retain control over portfolio construction models or risk drowning in a sea of disorganisation, according to Darren Wise, managing director of Financial Planning Services Australia. He said some planners' desire to tailor ...

MLC launches adviser MAs

ALEX DUNNIN  |  WEDNESDAY, 22 AUG 2007
MLC's MasterKey Custom has boosted its direct equities capability and tax reporting functionality with the launch of its Adviser Managed Accounts service, which it said is the next step in the evolution of the managed accounts market.. The new features ...

Fat Prophets enters SMA market

... level. Fat Propets will offer two types of 'model portfolios' namely the Fat Prophets Concentrated Australian Share Model Portfolio, which is a concentrated basket of up to 30 shares benchmarked against the S&P 200 ASX Accumulation Index. The other option ...

Financial Simplicity powers Portfolio Express

Financial Simplicity has launched Portfolio Express, a model portfolio rebalancing tool tailored to the needs of financial planners. "Portfolio Express differs from many portfolio rebalancing solutions in the market in that it allows an adviser to also ...

RECP goes north

CHRIS NICHOLLS  |  MONDAY, 18 JUN 2007
... the Real Estate Capital Partners Enhanced Income Fund (REIF) and Hi Q. "Our goal is to become part of investors' model portfolio and we will do this by ensuring we provide leading edge products with strong returns and a low level of risk," he said.

State Street rebrands ETFs

HAMISH MADDEN  |  THURSDAY, 10 MAY 2007
... that State Street ETFs had been included for the first time as the core component in an Aegis core and satellite model portfolio. We are now also seeing ETFs available through separately managed account platforms (SMAs), reflecting increased acceptance ...

Schroders appoints former UBS fixed income director

... sector allocations strategies, development of portfolio analytical tools to monitor performance and implementing model portfolio systems to manage clients' needs. She will be a great addition to the team," said Simon Doyle, Schroders' head of fixed income. ...

BlackRock gets rolling with Citi

... lending facility. One gripe is the fee. At present, clients don't pay a fixed fee but multiple fees including the model portfolio fee, the admin fee and if using a planner, the planner fee. The question becomes, will the after-tax returns more than justify ...

Macq's the new kid on the SMA block

The private portfolio arm of Macquarie will begin offering separately managed accounts (SMAs) from April this year, joining the growing crowd of SMA providers hitting the market since BlackRock (formerly Merrill Lynch) launched its version a year ago. ...