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Showing 31 - 40 of 302 results for "model portfolios"

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
... Looking across the pond at what's happening in the US, Schaffer said ETFs have been leading the space in model portfolios and managed accounts. "They're sitting at $2 trillion," she said. "So that's a pretty significant number and it suggests ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... investments." Australia has $136 billion in managed account assets, a $21 billion increase in the last 12 months. "The US model portfolios market is something like $2 trillion. But I don't see us as being behind the times, I think it comes down to ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... construction and managed portfolio activities. Over the past decade, the manager selection team has been building model portfolios for advisers and individual investor clients as well as servicing institutional clients, Morningstar said. These model ...

BlackRock implements ETF stock split

CASSANDRA BALDINI  |  WEDNESDAY, 7 DEC 2022
... most popular US equity markets at a low cost and in one simple trade. "ETFs are essential building blocks in model portfolios so our decision to lower the unit price will help advisers to be more precise in portfolio construction without over or underweighting ...

Principal Financial Group to rebrand investment unit

CASSANDRA BALDINI  |  TUESDAY, 11 OCT 2022
... than 80 markets. Resources have been devoted to building new products and alternative investment options such as model portfolios and direct lending, respectively. Hires, to support growth initiatives like global wealth alternatives and liability-driven ...

MLC Asset Management grows managed accounts offering

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
... response to market demand from advisers for more transparent, diversified solutions for clients. The premium model portfolios capture the return opportunities of active management, and the value model portfolios manage costs through select passive exposures ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
... portfolios," Talevski said. Advisers already have access to Activus products, with managed discretionary accounts and model portfolios available across several platforms. This marks an expansion of its offering. "Activus is excited to partner with one ...

JBWere appoints head of investment funds research

CASSANDRA BALDINI  |  FRIDAY, 22 JUL 2022
... responsible for identifying high quality externally managed strategies across all asset classes and the construction of model portfolios, reporting into head of markets and investment group Grant Reid. Karapalidis joined JBWere in 2018 as a consultant ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... team works hard to help advisers meet their clients' needs with a range of solutions including ETF-based model portfolios, separately managed accounts as well as the provision of a full suite of educational material covering portfolio construction ...

BlackRock appoints head of iShares, index investment

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... has an in-depth understanding of the needs of all types of Australian investors. "From wealth advisers building model portfolios for their clients to superannuation funds looking to build scale and access global insights," he said. Landman added that ...