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Showing 31 - 40 of 368 results for "Model portfolio"

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
An Australian exchange-traded fund manager appointed Citi Australia as its new custodian and fund administrator. BetaShares, with $21 billion in assets under management, has partnered with Citi. The fund manager was previously with RBC Investor & Treasury ...

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... professionally managed portfolios usually only available through a financial adviser. On the platform, investors choose a model portfolio from their preferred asset manager, OpenInvest continues to provide the support structure and online access, handling ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... 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 High Growth Model Portfolio ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
After failing the inaugural Your Future, Your Super performance test, Asgard Employee Super will shutter next month, with many members being transferred to BT's Retirement Wrap. Members of the fund were actually notified ahead of the performance ...

State Street bolsters SPDR team

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 SEP 2021
State Street Global Advisors has made four senior appointments within its SPDR exchange-traded funds business in Asia Pacific. Kathleen Gallagher has been appointed as head of SPDR ETFs Australia, in addition to her current role as head of ETF Model ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... active managers while staying resilient in volatility. Lonsec has also collaborated with CFS for over a decade with model portfolio solutions. Lonsec chief investment officer Lukasz de Pourbaix said he is excited to now leverage this experience in a ...

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... from vertical integration. This can emerge from financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives a management fee. "There are no such structures in place to ensure ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... International Equities category for the second year in a row for its Franklin Concentrated Global Equity Ex-Australia Model Portfolio. The SMA has a bottom-up, investment philosophy that seeks to deliver alpha over a full market cycle. "Putting clients ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
AMP Capital's head of sector multi-manager who left in July after nearly 25 years with the company has joined Perpetual. Lydia Kav (nee Serafim) joined Perpetual Private as head of manager research this month. Perpetual Private's multi-manager team ...