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Showing 431 - 440 of 7135 results for "SMA"

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

CareSuper to merge with meat industry fund

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
CareSuper is set to merge with a $1 billion industry fund with 56,000 members. The $56 billion super fund, which has around 550,000, has struck a binding agreement to merge with the Meat Industry Employees' Superannuation Fund (MIESF). CareSuper chair ...

Deficit to reach $26bn: Deloitte

KARREN VERGARA  |  MONDAY, 17 MAR 2025
The federal government's pre-election budget is expected to unveil an underlying cash deficit of $26.1 billion for the 2025 financial year, while revenues will deteriorate by $11.3 billion over four years, a new report from Deloitte shows. The deficit ...

Macquarie heavyweights headline 2025 Impact Investment Summit Asia Pacific

KARREN VERGARA  |  FRIDAY, 14 MAR 2025
The 2025 Impact Investment Summit Asia Pacific is set to be the biggest ever, featuring heavyweights from Macquarie Group, such as Viktor Shvets and former chief executive Nicholas Moore, who will headline this year's event that focuses on scaling ...

Australia can benefit from China's economic growth amid trade war: Experts

MATTHEW WAI  |  FRIDAY, 14 MAR 2025
China is now better equipped to absorb US trade tariffs compared to 2018-19 and is poised for growth that can benefit Australia despite the unrelenting trade war, according to experts who spoke at the China Investor Symposium. Amid the spate of universal ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
Iress, the financial services software and data firm, has made two hires to its Asia Pacific wealth team. Callum Masson and Martin Johnson have been appointed executive general manager of product and technology and general manager of technology respectively. ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... conjunction with Milliman, reports separately managed accounts (SMAs) holding the largest market share of 64% or $148 billion. The SMA asset pool grew 36% year on year. Managed discretionary accounts (MDAs) account for 25% of total assets or $58.3 billion ...

Gender parity in financial services an economic imperative

KARREN VERGARA  |  MONDAY, 10 MAR 2025
The financial services industry has made modest inroads with gender parity, and closing the wealth and financial literacy gap, but the reality is accelerated action is needed from the government and private sector to tackle entrenched inequalities as ...

Swiss fund manager expands in Australia

KARREN VERGARA  |  FRIDAY, 7 MAR 2025
Swiss investment firm Youngtimers AG has expanded in the region with the acquisition of Sydney-based Richmond Funds Management (RFM). Youngtimers is set to acquire RFM, which has more than $200 million in assets under management (AUM) from Senry Holdings. ...

Vanguard launches two new diversified ETFs

ANDREW MCKEAN  |  THURSDAY, 6 MAR 2025
Vanguard has launched two new diversified exchange-traded funds (ETFs) on the ASX, catering to high-growth investors and those seeking steady income. The Vanguard Diversified All Growth Index ETF (ASX: VDAL) is designed for investors with a very high-risk ...