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Showing 41 - 50 of 175 results for "Managed portfolios"

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... grow among advisers and their clients. By broadening the investment options available through our Sustainable Managed Portfolios, Russell Investments is catering to those investors and advisers who wish to invest according to their values," Russell head ...

AMP North partners with Sandstone Insights

CASSANDRA BALDINI  |  MONDAY, 14 AUG 2023
... high-quality research, continuing the evolution of the platform," she said. Maloney added investment in North's managed portfolios range has increased from $2 billion to more than $11 billion since 2021. She said AMP will continue to invest in the IT ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
... platform Striver. Since 2022, HUB24 has been providing Striver students and graduates with access to education on managed portfolios. Now, HUB24 will open access to its managed portfolio academy, which offers resources related to managed portfolios and ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... since 2020. He recently joined private lender Koa Capital as distribution director. Innova is a provider of managed portfolios, including through a recent partnership with Colonial First State's FirstChoice. Its solutions are also available on BT Wrap ...

Equity Trustees enlists HUB24 for custodial platform admin

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... enables advisers to make decisions in line with their clients' tax preferences when performing switches on managed portfolios. Reporting feature, HUB24 Present, was also upgraded allowing advisers to incorporate a client's off-platform assets into portfolio ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
Saxo Australia today launched a suite of managed portfolios targeting self-directed investors and self-managed super funds. SaxoSelect offers seven managed portfolios with actively managed and index-based strategies. Three offerings are managed by BlackRock ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... SMAs was first seen in the second half of 2020, and the growth rate is widening. "Managed account separately managed portfolios are growing more rapidly because they are easier for financial advisers and investment managers to work with than managed ...

North adds new managed portfolio capability

CASSANDRA BALDINI  |  FRIDAY, 2 DEC 2022
... Buy, Badge, Build will allow advice practices to choose from North's menu and customise their own branded managed portfolios. North explained its scale assists advisers in reducing investment management fees, branded quarterly reports and product ...

North adds to investment menu

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
North has partnered with BlackRock, Morningstar and InvestSense to add a further 12 managed portfolios to its investment offering. In partnering with BlackRock, North has designed the platform's first international equity portfolio, dubbed the iShares ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... years, which has also been further strengthened with access to the Cboe trading platform," she said. "North's managed portfolios have seen exceptional growth - an indication of the quality of the investment managers we partner with, our technology platform ...