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Showing 51 - 60 of 263 results for "Separately managed accounts"

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 ...

US regulator fines DWS US$25m for greenwashing, AML offences

RACHEL ALEMBAKIS  |  TUESDAY, 26 SEP 2023
... investment recommendations for ESG integrated products, including certain actively managed mutual funds and separately managed accounts". DWS marketed itself as a leader in ESG adhering to specific policies to integrate such considerations into its investments. ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately managed accounts (SMA) comprise the bulk of the FUM at $94.9 billion, growing a whopping 34% year on year. Managed discretionary accounts ...

Praemium reports strong growth in FY23

CHLOE WALKER  |  TUESDAY, 29 AUG 2023
... administration (FUA), up 9% on the year prior. It saw net inflows of $1.4 billion. As at June 30, Praemium's separately managed accounts (SMA) offering rose to $9.6 billion in FUA, having generated $865 million in net flows from an $8.1 billion base ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... billion in the March quarter. About $1.3 billion of this is held in individual managed accounts (IMAs), separately managed accounts (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its WealthPortal ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
... tailored information for advisers to communicate proactively with clients." According to the census, separately managed accounts remain the most popular choice for consumers, seeing an 18% increase in six months. Meanwhile, managed discretionary accounts ...

Praemium sees record earnings jump

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... up 6% to $42.7 billion. Its FUA is made up of $20.9 billion on its platform (up 7%), $9 billion in separately managed accounts (up 11%), $12 billion on Powerwrap (up 11%), and $21.8 billion in non-custodial holdings (up 4%). Despite the growth, it recorded ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... 7% to $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. It also reported, Madison Financial Group's ...