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Showing 41 - 50 of 302 results for "model portfolios"

AZ Sestante launches ESG portfolios

CASSANDRA BALDINI  |  THURSDAY, 9 JUN 2022
... priorities," Davies said. The investment service is continuing discussions around launching the socially responsible model portfolios across other platforms.

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... platform segment has ballooned from 10% to 85% between December 2017 and 2021." Separately managed accounts, or model portfolios, make up 52% of the managed accounts market, as at 2021 end. Managed discretionary accounts make up 40% of FUA while other ...

BlackRock launches ESG model portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
BlackRock has introduced a range of ESG model portfolios covering a range of risk profiles, saying it is making sustainability more affordable. The iShares ESG Model Portfolios apply a multi-asset strategy and invest in iShares ETFs and BlackRock index ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... them for 60% of their clients, up from 44% in 2021. State Street Global Advisors head of SPDR ETFs Australia and model portfolios for EMEA and APAC Kathleen Gallagher said outsourcing some aspects of investment management can help free up advisers to ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs and securities ...

AllianceBernstein appoints global head of ETFs

CHLOE WALKER  |  THURSDAY, 3 FEB 2022
... business, launching later this year, but also our broader portfolio solutions including next generation SMAs and model portfolios." Commenting on his appointment, Archard said he is very proud to join a firm, "which has withstood various economic cycles ...

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... include increased participation by institutional clients, and greater ownership through self-managed accounts and model portfolios. Citi has been growing its ETF management suite across markets globally to meet this demand," he said. Citi services about ...

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
J.P. Morgan Asset Management has joined OpenInvest, giving retail investors access to its multi-asset model portfolios. J.P. Morgan Asset Management joins BlackRock and Schroders on the digital marketplace, which enables self-directed retail investors ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
... of members in the MySuper Lifestage option is straightforward, the fact that few super funds can accommodate model portfolios at this time makes the transfer of members to ASA "arguably one of the most complex seen". "The real story in this member switch ...

State Street bolsters SPDR team

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 SEP 2021
... Kathleen Gallagher has been appointed as head of SPDR ETFs Australia, in addition to her current role as head of ETF Model Portfolios Asia Pacific and EMEA. She is relocating from the UK to Australia for the role. Marie Tsang has joined as a SPDR fixed ...