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Showing 31 - 40 of 379 results for "Separately Managed Account"

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN  |  THURSDAY, 18 AUG 2022
... the Your Future, Your Super (YFYS) world of regular performance testing. It's also available as a Separately Managed Account (SMA) for direct investors seeking an actively managed alpha-driven portfolio.

Australian Eagle team to join Montgomery IM

JAMIE WILLIAMSON  |  MONDAY, 8 AUG 2022
... Until now Australian Eagle's long-only strategy has only been available to institutional and some separately managed account clients, so we are excited to have Australian Eagle bring this capability to a portfolio for a retail trust structure in ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ...

Praemium reports 92% flow increase

CHLOE WALKER  |  MONDAY, 18 JUL 2022
The investment platform now has $40.5 billion in funds under administration, up 10% on the same time last year. Additionally, Praemium's financial year net inflows were $2.9 billion, up 92% from its prior corresponding period. Unfortunately, gross inflows ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
BetaShares has made a raft of appointments, including adding two to its sales leadership team to oversee wealth management and high-net-worth groups. All five appointments are internal promotions and have been made to the ETF manager's sales, distribution ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ...

abrdn hires from State Street

CHLOE WALKER  |  MONDAY, 2 MAY 2022
... growth of our managed account capability, he added. "abrdn Australia currently has a suite of over 20 separately managed account solutions for financial advice licensees and advisers to tap into, and is a core growth pillar for the Australian business," ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... superannuation, the service involves the investor owning the individual shares that make up an index in a separately managed account. Because the investor directly owns each of the shares in their own account, they are able to customise their superannuation ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... index. Direct indexing allows investors to own the securities that make up an index and hold them in a separately managed account (SMA). For example, if replicating the S&P500, the investor would directly own all the stocks in the index. The concept ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... the strategy. Upon completing due diligence, Clime's transfer of $270 million to establish the separately managed account and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts ...