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Showing 701 - 710 of 1096 results for "Separately"

Watershed SMA makes the right calls

MICHELLE BALTAZAR  |  SUNDAY, 11 SEP 2016
... Index (AUD) which lost 2.48%, giving outperformance of 9.34%. In its July monthly report, the group's international separately managed account (SMA) showed it outperformed its benchmark in every quarter. The SMA aims to outperform the MSCI World Index ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
Platform provider Powerwrap has launched a separately managed account (SMA) offering, designed to provide advisers and clients with improved investment opportunities by allowing managers to be more responsive to market conditions in real-time. The new ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Mason Stevens has introduced a retail Australian fixed income separately managed account. The Mason Stevens Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access ...

CFS wins bid to host new SMA solution

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
Colonial First State (CFS) has won the tender process to host a new Separately Managed Account (SMA) offer. Atrium Investment Management and CFS will team up to deliver Atrium's new SMA service via its wrap platform. CFS executive general manager Linda ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... providing clients with more transparent and more responsive investment portfolios, it noted. "The cost of efficiencies of separately managed accounts versus managing direct equities can also be substantial with some planners saving over $100k - further ...

Whitehelm appointment and acquisition

DARREN SNYDER  |  MONDAY, 22 AUG 2016

Automated retirement product gains recognition

DARREN SNYDER  |  MONDAY, 15 AUG 2016
... its ability to provide members with a greater level of reliability and comfort around their income in retirement." Separately, online investor portal SelfWealth was a winner in the software innovation category. The award recognised SelfWealth's research ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... the DNR Capital Australian Equities High Conviction strategy that was previously only available through DNR Capital's separately managed accounts (SMAs) and individually managed accounts (IMAs). "The fund offers investors a concentrated exposure to Australian ...

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
... billion over 15 years in today's dollars - up by more than four times," the report said. "Wrap platforms, including separately-managed accounts and model portfolio products, will be the fast-growing personal investment segment with its market share growing ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... to deliver a managed account solution for clients. The solution consists of two investment model portfolios under a separately managed account (SMA) structure. One allocates exclusively to Australian equities and the other comprises ASX-listed debt and ...