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Showing 51 - 60 of 277 results for "Model portfolios"

ANZ Private hands out $3.5b mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
... DWS was the recipient of the mandate, providing advisory services for tactical asset allocation on multi-asset model portfolios. As a result of the mandate, DWS has joined ANZ Private's investment council. Commenting, ANZ private banking and advice ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... expectations of what advisers want. That is a real challenge for the industry," he points out. Victor says in developing model portfolios, SSGA SPDR ETFs undertook a process it calls customer centred design, otherwise known as CCD testing. This involved ...

Perpetual Private awards bond mandate

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2019
... received a sovereign bond mandate from Perpetual Private in a move that will also see its solutions included in model portfolios. Colchester Global Investors won the mandate, which sees an undisclosed amount invested by Perpetual Private in Colchester's ...

Aussie bond fund added to Zenith model portfolio

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
... brings to a portfolio, especially in today's volatile market conditions," Sowerby said. Zenith Elite Blends are model portfolios backed by the company's research capabilities. The portfolios are available to investors as either model "paper" portfolios ...

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
... platforms and producers will continue to build this capability." The research also shows there were more than 2270 model portfolios available as at June 2019. About 4% of respondents to the survey said there are too many model portfolio and ETF choices ...

Beware adviser conflicts of interest: Lonsec

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Xplore Wealth, a platform which allows advisers and advice groups to use its MDA licence and create their own model portfolios. "The test is to picture yourself before the regulator and ask yourself if you have a clear justification for placing the majority ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the first time Patersons has launched SMAs through a platform for clients to invest in as an SMA. Patersons director ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee Total Financial Solutions (TFS). Morningstar ...

SSGA launches four model portfolios

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
State Street Global Advisors will launch a suite of multi-asset ETF model portfolios that aim to meet financial advisers' demand for low cost and easy to implement solutions. The portfolios fall into two investment strategies: State Street Risk-Based ...

More advisers using ETFs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... executive Alex Vynokur said. "We predict ETFs to continue to be adopted by planners, along with greater uptake of ETF model portfolios as advisers seek to create efficiencies in their businesses, and lower costs for clients." The report added half of ...