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Showing 41 - 50 of 277 results for "Model portfolios"

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... experience in research team management, strategic asset allocation, portfolio construction, developing/managing model portfolios and researching investment funds and ETFs," Anderson said. "Most recently Maggie served as the chief investment officer of ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
Advisers using BT's flagship platform now have access to a suite of State Street ETF model portfolios, as the popularity of managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama ...

NAB Private director starts new venture

KANIKA SOOD  |  MONDAY, 23 MAR 2020
... Borysiewicz told Financial Standard. "We will focus on institutional and wholesale market, including dealer groups and model portfolios, managed accounts and private banks," he said. The firm is in negotiations with a few overseas managers, after scoring ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
... net worth individuals, the firm announced it would be dropping its minimum investment to $10,000 for the four model portfolios. The four portfolios will provide a managed portfolio solution to self-directed investors; those who managed their own wealth ...

SSGA slashes ETF fee

HARRISON WORLEY  |  MONDAY, 17 FEB 2020
... point p.a. reduction in the underlying ETF weighted average cost of the firm's recently launched risk-based ETF model portfolios. STW has charged management costs of 0.19% p.a. since 2015, when the firm cut the ETF's then 0.286% p.a. fee. Head of SPDR ...

Macquarie quietly rolls out low-cost platform menu

HARRISON WORLEY  |  FRIDAY, 14 FEB 2020
... flat administration fee of $240 per year deducted monthly and offers "a number of" separately managed account model portfolios managed by Macquarie, as well as "a range of term deposits". Investment costs range from 0.00% to 0.478% of the asset value ...

SSGA promotes local SPDR boss

HARRISON WORLEY  |  THURSDAY, 13 FEB 2020
... institutional investors in Hong Kong and Japan. "In less than three years, Meaghan has successfully launched four ETF Model Portfolios to the Australian market and almost doubled the size of the SPDR team," Tobin said. "Meaghan's ETF expertise will ...

Perpetual awards mandate

KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
... account and their upcoming fund for Perpetual Private's implemented fixed income portfolio and fixed Income model portfolios respectively," Sofios said. Thornburg's multi-sector opportunistic credit strategy has been running since 2008 and invests ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... concentrated in managed accounts. Five of the 10 fastest growing platform products are either managed accounts of offer model portfolios. The fastest growing are Pursuit Focus Allocated Pension, BT Panorama Super, AMP Super Directions Personal, MLC MasterKey ...

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... consider outsourcing investment management tasks. "Outsourcing some aspects of investment management such as using model portfolios, increases operational efficiency and can save advisers time," Williams said. Williams said that while employing model ...