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Showing 31 - 40 of 868 results for "Separately"

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... managed accounts and envisages that a large part of future growth will be driven by customised multi-asset solutions. Separately, Clime is advancing its adoption of AI technologies to better engage with its target markets, an initiative expected to benefit ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... implementation and transparency of investments in a cost-effective solution." Meanwhile, the new nesting capability for separately managed accounts (SMA) helps streamline portfolio management and promotes diversification among other benefits, he added. ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... held in managed discretionary accounts (MDA) on Expand Extra, it said. Meantime, about $1.3 billion is held in the separately managed accounts (SMA) managed by MLC Asset Management on MLC Wrap. The month of September saw record flows for both MDAs and ...

US regulator fines DWS US$25m for greenwashing, AML offences

RACHEL ALEMBAKIS  |  TUESDAY, 26 SEP 2023
... research and investment recommendations for ESG integrated products, including certain actively managed mutual funds and separately managed accounts". DWS marketed itself as a leader in ESG adhering to specific policies to integrate such considerations ...

Two top Global X executives exit

KARREN VERGARA  |  TUESDAY, 12 SEP 2023
... attention to the strong investment strategy and research function within Global X that Blair has helped to establish". Separately, the Global X Semiconductor ETF (SEMI) reduced annual management fees from 0.57% to 0.45%. NVIDIA, Boardroom Inc, TSMC ...

New head of infrastructure at VFMC

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... Infrastructure investment professionals at VFMC and to continue to deliver great investment outcomes for our clients." Separately, Rob Mao has joined VFMC's equity team as an investment analyst. Mao brings three years of fund management experience ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... managed accounts are another key feature of CFS Edge, he said, giving advisers and their clients the ability to hold a separately managed account (SMA) inside other portfolio types such as another SMA, managed discretionary account, or model portfolio. ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately managed accounts (SMA) comprise the bulk of the FUM at $94.9 billion, growing a whopping 34% year on year. Managed discretionary ...

Praemium reports strong growth in FY23

CHLOE WALKER  |  TUESDAY, 29 AUG 2023
... under administration (FUA), up 9% on the year prior. It saw net inflows of $1.4 billion. As at June 30, Praemium's separately managed accounts (SMA) offering rose to $9.6 billion in FUA, having generated $865 million in net flows from an $8.1 billion ...

Rest closes investment options, shifts allocations

ANDREW MCKEAN  |  FRIDAY, 25 AUG 2023
... costs are unchanged. Meanwhile, the investment costs for the sustainable growth, bonds, and property options increased. Separately, earlier this month, Rest estimated that about 260,000 of its members will benefit from the recent removal of the $450 ...