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Showing 51 - 60 of 217 results for "Separately Managed Accounts"

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... in the industry sharing his interpretation. Ethical Advisers Funds Management recently launched new separately managed accounts which screen out investments in oil, tobacco, weapons, heavy polluters, gambling and coal. Portfolio manager and head of research ...

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
A new range of separately managed accounts (SMAs) have launched, attempting to address a demand the new FASEA code of ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... existing unlisted trust structure for now but we are clearly interested in other vehicles such as SMAs [separately managed accounts] and exchange traded funds in the future, not just for Celeste but all our strategies," Zurich's head of savings and ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... a small and mid-cap value manager, and has evolved to offer defined contribution plans, as well as separately managed accounts for institutions and high-net-worth individuals. Hobson commented: "Ariel has been my home for nearly three decades and I am ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... BTFG said further enhancements are scheduled over the coming quarter - including enabling the use of separately managed accounts (SMAs) within other SMA models and broadening the managed fund fee rebate capability across all managed account offers.

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... platform solution as it aims to rid itself 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 ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... retail space is actually becoming more institutionalised, with things like model portfolios, core separately managed accounts and private banks," King said. "So we will look to hire distribution people at director level, with some markets background ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... said. "Effectively it combines non-custody [virtually managed accounts] and custody based [such as separately managed accounts] managed accounts services," he said. Praemium chief executive Michael Ohanessian said the new platform will allow the company ...

Hedge funds fall out of favour with instos: Report

KARREN VERGARA  |  FRIDAY, 9 NOV 2018
... Hedge fund managers are appeasing these needs by increasing or planning to increase the number of separately managed accounts (SMAs) and funds they offer. On the artificial intelligence front, nearly three times as many hedge fund managers are using ...

Managed accounts provider replaces Praemium

KANIKA SOOD  |  FRIDAY, 2 NOV 2018
A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...