Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 671 - 680 of 1094 results for "Separately"

Goals-based strategies valuable for retirees: Research

KARREN VERGARA  |  FRIDAY, 2 JUN 2017
... EDHEC-Risk Institute. The solutions tend to focus on achieving minimum levels of replacement income or a safety net, and separately, aim for aspirational goals by expecting higher levels of returns and performance, the report said. It looks at mass customisation ...

ANZ Wealth adds SMAs to platform

DARREN SNYDER  |  WEDNESDAY, 31 MAY 2017
ANZ Wealth is introducing Separately Managed Accounts as part of its Grow Wrap investment platform with the aim to provide greater flexibility for investors. Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally ...

New CFO for Vanguard Australia

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2017
... as well as fund accounting, administration and transfer agency services for Vanguard Australia's managed funds and separately managed accounts. "Johanna brings valuable experience to Vanguard Australia at a time when our sustained growth sees us serving ...

Macquarie boosts AUM, earnings flat

KARREN VERGARA  |  FRIDAY, 5 MAY 2017
... experience for the more than 7000 advisers and clients in its network. Last year, the platform added 63 managed funds and 29 separately managed accounts (SMA). Some 75 SMAs are offered on Macquarie Wrap from 18 investment managers. Income for its life ...

Future of ANZ Wealth uncertain amid profit slide

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... that ANZ wouldn't be exiting wealth management entirely, suggesting a potential option could be listing ANZ Wealth separately on the ASX as a capital raising solution. "This is going to take time; this is a pretty big decision. And this is more about ...

Martin Currie SMA debuts on HUB24

KARREN VERGARA  |  MONDAY, 1 MAY 2017
A Legg Mason Martin Currie separately managed account (SMA) has debuted on the HUB24 platform. The Legg Mason Martin Currie Equity Income Strategy addresses retiree longevity risk and avoids the need to draw down on capital through retirement, according ...

Global bank tests customer service 'bot'

KARREN VERGARA  |  THURSDAY, 20 APR 2017
... particularly "[leveraging] the power of AI and building more bots to help businesses connect in more meaningful ways." Separately, the latest study by UN-based not-for-profit organisation Better Than Cash Alliance revealed in China, social media network ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... range of products can prove beneficial. "It's not a binary world where growth assets and income streams are considered separately. Pairing account-based pensions with lifetime annuities can improve financial outcomes in retirement and reduce the risk ...

Pension fund embraces managed accounts

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2017
... managers experienced in real assets are being sought by the Japanese Government Pension Investment Fund to manage a separately managed account comprising global private equity, infrastructure and real estate investments. The SMA would hold global, diversified ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five ...