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Showing 51 - 60 of 270 results for "Separately Managed Accounts"

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... intentions to just focus on private wealth. In late 2021, Clime entered an agreement to combine its separately managed accounts businesses with Ralton Asset Management. Madison announced last year it will partner with Godfrey Pembroke's Practice ...

'Growing revenues, not AUM, is the new name of the game': ISS

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... will do so by translating their capabilities to non-mutual fund vehicles, be it ETFs, fund models, separately managed accounts, direct indexing programs or other private structures," the report said. "Still others may opt to capture value throughout ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test. APRA told trustees that SMAs and other managed accounts can fall into the TDPs ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... clients' total assets into a managed account, with the most popular (68%) being multi-asset class. "Separately managed accounts (SMAs) continue to be the most widely used structure for implementation (80% cite this). Sixty per cent of these solutions ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... six-month period to hit $194.85 billion. This is an annual increase of $50.3 billion. The bulk is held in separately managed accounts (SMAs), being $108.82 billion, while managed discretionary accounts (MDAs) hold $61.64 billion. In the 12 months to ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia founder ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... Despite the massive outflows, Powerwrap's total assets rose by 5% to $12.5 billion year on year. FUA for separately managed accounts (SMA) of $10.4 billion was up 16%. The SMA offering recorded quarterly net inflows of $159 million. Meanwhile, the Virtual ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... enhancements to the Expand Essential menu are expecting in April next year, including a full suite of separately managed accounts (SMAs). Elsewhere, the Accelerate Series, now available on CFS Edge, combines reduced investment fees with discounted administration ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... transparency of investments in a cost-effective solution." Meanwhile, the new nesting capability for separately managed accounts (SMA) helps streamline portfolio management and promotes diversification among other benefits, he added. "Nested managed ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... discretionary accounts (MDA) on Expand Extra, it said. Meantime, about $1.3 billion is held in the separately managed accounts (SMA) managed by MLC Asset Management on MLC Wrap. The month of September saw record flows for both MDAs and SMAs, Insignia ...