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Showing 41 - 50 of 305 results for "model portfolios"

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 ...

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 ...