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Showing 741 - 750 of 1096 results for "Separately"

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... discretion." The public face of managed accounts The other common managed account structures Heather refers to are separately managed accounts (SMAs) and individually managed accounts (IMAs). IMAs offer roughly the same level of customisation and personalisation ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials ...

Peters MacGregor makes marquee hire

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
... concentrated equity portfolios which are distributed via a retail unit trust, an individually managed account service or a separately managed account.

Class expands in the SMSF cloud

DARREN SNYDER  |  WEDNESDAY, 8 JUL 2015
... industries including legal documentation suppliers, customer relationship management providers, and property services. Separately, the Australian Prudential Regulation Authority (APRA) recently released an information paper on its considerations around ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
... non-renewal of the Centric contract and the growth of the managed accounts market in general. "There have been a lot of separately managed accounts coming to market in the past year," he said. "But that's really a replacement for products, where the ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... market but they represent a much larger share of market growth. These product styles include managed accounts and their separately managed account (SMA) options such as model portfolios, exchange tradeable funds and products, and self managed super funds ...

QIC inks $1bn infrastructure deal with CalPERS

MARK SMITH  |  THURSDAY, 21 MAY 2015
... "This partnership, in combination with the launch earlier this year of the QIC Global Infrastructure Fund and other separately managed account clients, increases the size, scope and level of control QIC can bring to future infrastructure opportunities ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... surge of interest has seen a sustained rise in new Listed Investment Companies (LICs), Exchange Traded Funds (ETFs) and Separately Managed Accounts (SMAs), primarily driven by greater demand from direct investors," Green said. Green added that SMAs are ...

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... recommended "unbundling" SOAs so that the investment information "that's actually about the client" could be delivered separately to the compliance material, which she usually gave clients two weeks to read through and sign. She also argued that risk ...