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Showing 61 - 70 of 277 results for "model portfolios"

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... and retail is blending into one. The retail space is actually becoming more institutionalised, with things like model portfolios, core separately managed accounts and private banks," King said. "So we will look to hire distribution people at director ...

BlackRock launches Australian bond fund

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
... with the support of improved data and technology, including new portfolio analytics, transparent ESG data, and model portfolios. The launch of our ESGABI fund reflects the growing demand from our clients for sustainable investing solutions."

ClearView posts first half profit dip

KANIKA SOOD  |  WEDNESDAY, 27 FEB 2019
... under management was down 4% on the back of poor performance and subdued inflows. Clearview added a new range of model portfolios and expanded its AFSL footprint in the period, and repriced products. "Repricing and enhancement of contemporary wealth ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... across the group." During the year it launched Guided Portfolio Service (GPS), which enables clients to invest in model portfolios while retaining ownership and control of the underlying assets. It also opened a New York office in July. "We are confident ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... utilising our unique blend of superior reporting and rebalancing capabilities, to provide a unified experience across model portfolios, bespoke portfolios and non-custodial holdings," Ohanessian said in ASX filings yesterday. The new platform will offer ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... Forty-four per cent of planners said they are not involved in selecting individual investments, instead relying on model portfolios, multi-manager funds or managed accounts.

Managed accounts provider enters crowdfunding

DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
... was recently granted permission to begin an equity crowdfunding service. Pulse Markets currently offers several model portfolios to clients as part of its managed discretionary accounts business. It also provides securities trading services to retail ...

What 1% in fees could do to investments

KANIKA SOOD  |  FRIDAY, 19 OCT 2018
... gives people access to research to build their portfolios themselves. The second option gives them access to model portfolios built and maintained by InvestSMART's team at a cost of 50bps. The company runs an algorithm through Morningstar's universe ...

BlackRock outlines ETF plans for Australia

KANIKA SOOD  |  FRIDAY, 28 SEP 2018
... got to partner with these larger cluster groups that form." BlackRock also has a managed accounts solution with model portfolios that sit on platforms. "That's one avenue but also to speak to the other providers of managed accounts to increase our ...

Boutique manager expands research team

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... strategu had a total of $86 million. This FUM is held in wholesale individually managed account, unit trust and SMA model portfolios. The Aoris International Fund is offered in two classes. Since March 26 inception, class A (base fee option of 1.5%) ...