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

Search Results

Showing 51 - 60 of 305 results for "model portfolios"

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
J.P. Morgan Asset Management has joined OpenInvest, giving retail investors access to its multi-asset model portfolios. J.P. Morgan Asset Management joins BlackRock and Schroders on the digital marketplace, which enables self-directed retail investors ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
... of members in the MySuper Lifestage option is straightforward, the fact that few super funds can accommodate model portfolios at this time makes the transfer of members to ASA "arguably one of the most complex seen". "The real story in this member switch ...

State Street bolsters SPDR team

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 SEP 2021
... Kathleen Gallagher has been appointed as head of SPDR ETFs Australia, in addition to her current role as head of ETF Model Portfolios Asia Pacific and EMEA. She is relocating from the UK to Australia for the role. Marie Tsang has joined as a SPDR fixed ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... their goals." Zenith manages around $3 billion in funds across managed accounts structures and has been running model portfolios for FirstChoice since 2009. The Zenith Active managed accounts leverage underlying model portfolios that are designed to ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... and Research Advisory - its investment advisory offering through which it advises on approved product lists, model portfolios and managed accounts. He will work with another recent hire, director of financial planning products Ivon Gower. "Rick brings ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
... Its remit includes multi-asset and single asset multi-managers funds, implemented portfolios and managed fund model portfolios. The team also manages a $1 billion alternatives program which invests in unlisted and absolute return strategies. Kav reports ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... skills and knowledge Atchison Consultants bring to the table in our own business, such as building and maintaining model portfolios, APLs, asset allocation, governance and tactical expertise to improve client outcomes," Meredith said. Nemtsas said the ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... said. BlackRock Australia's head of model portfolio solutions Josh Persky added: "The addition of BlackRock Model Portfolios available on the WealthO2 platform is a welcome development." "It enables advisers to use BlackRock's models through ...

The other side of the ETP growth story

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 MAY 2021
... 2020. According to Yates, fee pressure explains much of the growth, and since ETPs are generally included in model portfolios for managed accounts the growth stories between the two align. He showed an example of two comparable risk-adjusted model portfolios ...

Evergreen launches stress testing tool

ELIZA BAVIN  |  MONDAY, 8 FEB 2021
... tool in the first instance, as we can use it to test where we think Portfolio positioning is in terms of our model portfolios, and what market impacts we could expect on the portfolios in stress environments," Cohen said. "These will also play a role ...