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Showing 61 - 70 of 403 results for "Model portfolio"

BlackRock launches ESG model portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
BlackRock has introduced a range of ESG model portfolios covering a range of risk profiles, saying it is making sustainability more affordable. The iShares ESG Model Portfolios apply a multi-asset strategy and invest in iShares ETFs and BlackRock index ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
More than ever, financial advisers are turning to managed accounts to better take care of client funds, according to SPDR ETFs and Investment Trends most recent report. According to the research, more than half (53%) of financial advisers are now using ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs ...

AllianceBernstein appoints global head of ETFs

CHLOE WALKER  |  THURSDAY, 3 FEB 2022
AllianceBernstein has revealed plans for a global ETF business, appointing State Street Global Advisors' head of product to lead it. Noel Archard will be responsible for bringing AB's "diverse set of investment capabilities to the active ETF marketplace," ...

T. Rowe Price launches two new products

ELIZABETH MCARTHUR  |  THURSDAY, 16 DEC 2021
... time. It is now available to all advisers and private wealth investors who seek the benefits of a customisable model portfolio. It's only the second SMA from T. Rowe Price. "We chose to partner with T. Rowe Price because of the breadth and quality of ...

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
An Australian exchange-traded fund manager appointed Citi Australia as its new custodian and fund administrator. BetaShares, with $21 billion in assets under management, has partnered with Citi. The fund manager was previously with RBC Investor & Treasury ...

J.P. Morgan joins OpenInvest

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... professionally managed portfolios usually only available through a financial adviser. On the platform, investors choose a model portfolio from their preferred asset manager, OpenInvest continues to provide the support structure and online access, handling ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability High Growth Model Portfolio ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
After failing the inaugural Your Future, Your Super performance test, Asgard Employee Super will shutter next month, with many members being transferred to BT's Retirement Wrap. Members of the fund were actually notified ahead of the performance ...

State Street bolsters SPDR team

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 SEP 2021
State Street Global Advisors has made four senior appointments within its SPDR exchange-traded funds business in Asia Pacific. Kathleen Gallagher has been appointed as head of SPDR ETFs Australia, in addition to her current role as head of ETF Model ...