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Showing 21 - 29 of 29 results for "Class Portfolio"

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

Citi builds pension team

ALEX BURKE  |  TUESDAY, 12 MAY 2015
... Goldman Sachs Asset Management and most recently at NSW Treasury Corporation. At Citi, he will manage multi-asset class portfolio transitions, derivative overlays, currency overlays and interim portfolios for investors in Australia and Asia. "Stuart ...

Perpetual launches super wrap offer

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... business and Improving Client Experience (ICE) program announced last October "The ICE program will provide a best in class portfolio and fiduciary administration service to our clients plus creates greater efficiency in our business processes," said ...

MGD Wealth appoints Select to LDI portfolios

ELISE BURGESS  |  TUESDAY, 29 NOV 2011
Select Asset Management has been appointed investment manager of two newly created liability driven investment portfolios by high net worth wealth management and advisory business, MGD Wealth. The MGD Wealth Liability Driven Investing (LDI) portfolios ...

Praemium renews with MSSB

LOREN RUGEBREGT  |  FRIDAY, 22 JUL 2011
... Smith Barney and delighted that the extension of our agreement allows us to continue to deliver to them our first class portfolio administration services," said Naoumidis. Praemium is a leading supplier of online financial portfolio administration providing ...

Fixed interest ETFs to fill "massive hole"

MATT WOODINGTON  |  TUESDAY, 24 MAY 2011
The introduction of fixed income products will spark huge development in the Australian ETF market, according to issuers, if as expected, they are authorised later this year. The ASX does not currently allow fixed income products to be listed although ...

Planners select HUB24

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
... Pettiona. HUB24 targets financial planners through its portfolio services with features including multi-asset class portfolio blends, bulk trade, automatic cash management tool and tax optimisation.

Select appoints head of strategic accounts

MEDIA RELEASE  |  MONDAY, 30 AUG 2010
... million. Select's Customised Portfolio Solutions (SELECT CPS or CPS) offers diversified, multi-manager, multi-asset class portfolio solutions, customised to suit the needs of individual licensees. Dealer groups implementing SELECT CPS can brand the portfolios ...

RIMES and MSCI Barra team up

MEDIA RELEASE  |  WEDNESDAY, 5 NOV 2008
Financial services tech firm RIMES Technologies is joining forces with MSCI Barra, an investment decision support tools provider by integrating RIMES SmartFiles into BarraOne - a portfolio risk and performance attribution platform. RIMES is a financial ...
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