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Showing 31 - 40 of 873 results for %22Separately%22

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
... the top 50 ASX-listed companies. Since its inception, XTB has continued to grow its offering. It ventured into the separately managed account space in 2017 and introduced an ESG fixed income portfolio in 2018. The XTBs were also hosted on Macquarie Wrap ...

GQG Partners FUM declines

ANDREW MCKEAN  |  TUESDAY, 7 NOV 2023
... structures to broker an alliance. However, they're yet to win over River Capital, the largest shareholder of PAC. Separately, besieged Magellan Financial Group has slowed, but not stopped, the bleeding of its FUM. The fund manager, in an ASX announcement ...

Legalsuper hits members with increased fees

ANDREW MCKEAN  |  MONDAY, 6 NOV 2023
... balanced option yielded a 6.8% return over a three-year period ending August 31, which is below the median return of 7.2%. Separately, the fund continues its search for a new investment chief following Norman Zhang's announced move to Koda Capital ...

Regal Partners nabs Charlie Aitken

ELIZABETH FRY  |  FRIDAY, 3 NOV 2023
... Financial Services, a senior business development manager at Perpetual and a financial planner at Commonwealth Bank. Separately, Regal Partners this week said it would acquire 50% of Taurus Funds Management for an upfront cash payment of $28 million. ...

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... achieve their lifestyle goals and see what impact different scenarios could have on their super balance, Miller said. Separately, members can now transfer Direct Access investments from accumulation to a retirement income stream account without the need ...

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 ...