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Showing 31 - 40 of 100+ results for "Managed accounts"

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

Macquarie AM acquires logistics real estate portfolio

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... million portfolio of CityFlex properties in Poland from commercial real estate developer 7R on behalf of one of its managed accounts. The 80,000 square metre last-mile logistics portfolio is comprised of four newly completed assets and two facilities ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... fund segment to include increased participation by institutional clients, and greater ownership through self-managed accounts and model portfolios. Citi has been growing its ETF management suite across markets globally to meet this demand," he said. ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... role, responsible for strategy, business development and investor relations for Shaw and Partners' separately managed accounts business and New Capital's capabilities. New Capital is the fund and strategy arm of EFG Asset Management, the investment business ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Charter Hall Direct bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 30 SEP 2021
... taken on the role of state distribution manager for New South Wales from Macquarie Group where he was head of managed accounts and digital portfolio management. He also spent over five years in business development roles at Macquarie including associate ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
... of members to ASA "arguably one of the most complex seen". "The real story in this member switch is that using managed accounts for superannuation, while an incredibly compelling concept, still has a lot of administrative complications," he said. Both ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with no extra research or portfolio construction costs. The offering includes ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... editors of Financial Standard 's stable of journals, including FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS Sustainability, will regularly co-host the podcast alongside Williamson. The expert analysis of the Rainmaker Information ...