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Showing 21 - 30 of 309 results for "model portfolios"

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... Before that he worked at Macquarie Private Wealth, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice. Previous roles also included Asia-Pacific sector head for structured products and alternative ...

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
... acquired Rainmaker Information in 2021. The new-look Rainmaker MarketPro now provides access to managed accounts and model portfolios investment product searches, new continuing professional development modules and access to Plan For Life research reports. ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... March 6, largely thanks to BlackRock reducing its equities exposure and shoring up defensive assets within its model portfolios. The fund manager's annual strategic asset allocation (SAA) slashed its exposure to Australian equities and emerging market ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now available on Praemium. Briefcase chief executive Josh ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... its research lead four years ago. He spent nearly six years at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante ...

Pinnacle goes global with acquisitions

JAMIE WILLIAMSON  |  THURSDAY, 21 NOV 2024
... Pacific Asset Management, acquiring 25% of the equity for $50 million. The firm is based in London and provides model portfolios and single manager investment options. It is part of Pacific Investments Group, the family office of UK businessman John ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... actually a mechanism to deliver more efficiently your value add or your client value proposition," SSGA head of model portfolios EMEA and APAC Kathleen Gallagher told the forum. "The SMA should be something that's very aligned to the investment approach ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... management (FUM) across managed accounts at August end, supported by its record SMA inflows, Insignia said. The new model portfolios have been added to the Expand Extra offering and will complement existing investment managers of MLC Asset Management ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
State Street Global Advisors (SSGA) head of model portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios as it broadens its managed accounts offering. BlackRock said the model portfolios are actively managed by its multi-asset strategy and solutions team. Investors ...