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

Search Results

Showing 31 - 40 of 283 results for "SMAs"

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs, which are available through the Macquarie and HUB24 platforms, across three dealer groups. JANA said the collaboration ...

NZSF returns 17%, smashes benchmarks

KARREN VERGARA  |  TUESDAY, 23 JUL 2024
New Zealand Super Fund (NZSF) returned a whopping 17% in the year to May, outpacing many of its benchmarks. Under the new leadership of chief executive Jo Townsend, New Zealand's sovereign wealth fund is aiming to double in size from its current ...

What's keeping the Treasurer up at night?

ANDREW MCKEAN  |  THURSDAY, 13 JUN 2024
Treasurer Jim Chalmers said at the Morgan Stanley Australia Summit in Sydney yesterday that a key goal of the Budget was to fight inflation in a way that doesn't damage an already weak economy. "... the primary focus of the Budget was to tackle inflation ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test. APRA told trustees that SMAs and other managed accounts can fall into the TDPs ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... clients' total assets into a managed account, with the most popular (68%) being multi-asset class. "Separately managed accounts (SMAs) continue to be the most widely used structure for implementation (80% cite this). Sixty per cent of these solutions ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... period to hit $194.85 billion. This is an annual increase of $50.3 billion. The bulk is held in separately managed accounts (SMAs), being $108.82 billion, while managed discretionary accounts (MDAs) hold $61.64 billion. In the 12 months to 31 December ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... enhancements to the Expand Essential menu are expecting in April next year, including a full suite of separately managed accounts (SMAs). Elsewhere, the Accelerate Series, now available on CFS Edge, combines reduced investment fees with discounted administration ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... managed accounts (SMA) managed by MLC Asset Management on MLC Wrap. The month of September saw record flows for both MDAs and SMAs, Insignia said, clocking $248 million in net flows. "We are pleased to see the uptake in our managed account solutions ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... the March quarter. About $1.3 billion of this is held in individual managed accounts (IMAs), separately managed accounts (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its WealthPortal platform. ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. It also reported, Madison Financial Group's ...