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Showing 31 - 40 of 54 results for "individually managed accounts"

Extend MySuper to retirement: ASFA

JAMES FERNYHOUGH  |  TUESDAY, 30 SEP 2014
... income streams, account management and longevity protection, and may be part of pooled products or individually managed accounts. "This is why it's crucial that regulation is framed to accommodate innovation in product design that reflects the objective ...

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
... Managers has appointed Andrew Beirne to its team in anticipation of continued growth in demand for individually managed accounts among family offices, charities and wealthy individuals. "Investors are increasingly rejecting managed funds in favour of ...

IMAs not a product but a business model

ALEX DUNNIN  |  THURSDAY, 3 NOV 2011
... according to Financial Simplicity's Stuart Holdsworth. Holdsworth said managed accounts, and especially individually managed accounts (IMA) which are akin to personalised mandates implemented and managed through scalable technology, are more a process ...

PPM expands portfolio management team

CLAIRE MCGREAL  |  MONDAY, 24 OCT 2011
... specialist Ian Hardy to its portfolio management team. Hardy comes from Centric Portfolio Managers, the individually managed accounts (IMA) arm of Centric Wealth, where he was chief investment officer, overseeing more than $300 million in funds under ...

OC Funds unveils distribution strategy, appoints Purpura

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... Ltd to expand its operations, adding a focus to the management of Australian share portfolios or individually managed accounts (IMAs) for wholesale investors. The acquisition was strategically designed to expand and further enhance the investment capabilities ...

IMA research lag hampers investors

RUTH LIEW  |  WEDNESDAY, 17 FEB 2010
The lack of research on individually managed accounts (IMAs) in Australia have prevented more investors from putting their funds in the sector. According to Kris Vogelsong, head of corporate development at Private Portfolio Managers, the US' IMA and ...

PPM opens fund to more Australians

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
... opening its doors to more investors through the PPM York Super Fund. PPM currently offers tailored individually managed accounts (IMA) investment strategies to investors looking to invest more than $1 million in the Australian share market. These investors ...

Wealth Within joins IMA race

COMPANY RELEASE  |  TUESDAY, 21 APR 2009
Boutique investments firm Wealth Within has launched its own proprietary Individually Managed Accounts (IMA) platform, following two and a half years of development. "Managed accounts have become a mainstream product in recent years but until now financial ...

See-through IMAs buffer market sting

RUTH LIEW  |  THURSDAY, 3 JUL 2008
... manager said they were well-informed ahead of the financial year-end due to the transparency of individually managed accounts (IMAs). DNR, one of the largest independent provider of IMAs nationally, has produced returns of 18 per cent for its flagship ...

Investors Accru SMAs

CHRIS NICHOLLS  |  TUESDAY, 25 SEP 2007
... the performance? Who's going to say no to that?" The move followed the company's recent move into Individually Managed Accounts (IMAs) with Next Financial.