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

Search Results

Showing 21 - 30 of 302 results for "model portfolios"

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 ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
State Street Global Advisors (SSGA) has announced the expansion of its State Street risk-based ETF model portfolios to include a new High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 ...

SSGA appoints local head of intermediary

KARREN VERGARA  |  TUESDAY, 16 JUL 2024
... team and is responsible for driving the growth of the intermediary channel in Australia across multi-asset class model portfolios, exchange-traded funds (ETFs), and fund solutions. He reports directly to Meaghan Victor, who is the head of intermediary ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... introduce innovation in a sophisticated market like Australia, with the primary goal of democratising access to model portfolios for a broader base of advice practices."

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... Australasia head of wealth Chantal Giles said BlackRock is excited to see the addition of its Enhanced Strategic Model Portfolios and ESG Model Portfolios to HUB24's Discover menu options. "These low-cost diversified investment solutions are key examples ...

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
... symbiotic, will either participate in some of our transactions for a small portion of the portfolio, and also run model portfolios or online portfolios that private investors can get access to." He added that the name 'Alpine Capital' is symbolic ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
... board and executive team. Wright co-founded Zenith in October 2002 with David Smythe, which at the time provided model portfolios and customised research solutions for advisers. Before Zenith, he held senior roles at IWL as head of research and associate ...

Nuveen, Commonwealth Private partner to launch REIT

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... seeding the vehicle as an anchor investor, and the strategy will form part of the real estate portion of its model portfolios for private wealth clients. The strategy will also be available to other wholesale investors in Australia for a minimum investment ...