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Showing 831 - 840 of 953 results for "Managed Accounts"

Man wins $1.08 billion mandate

RUTH LIEW  |  TUESDAY, 13 APR 2010
... team, said Kit Cherry, of Man Investments Australia's institutional team. USS intends to pump funds into the managed accounts from the first half of this year, and the arrangement is scheduled for a minimum of three years. Mike Powell, head of alternatives ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... UMA Select enables AFS Group advisers to create their own IP and to transact in direct shares, managed funds, managed accounts through a consolidated order pad," said Peter Daly, chief executive and managing director of AFS. Lesh said following talks ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
Sentry Group has appointed HUB24 to provide Unified Managed Accounts (UMA) for the dealership's 330 planners. Sentry is the first national dealer group client of HUB24, according to a press statement. Commenting on the appointment, Sentry chief executive ...

Perpetual tops S&P review

COMPANY RELEASE  |  THURSDAY, 1 APR 2010
... 2010 Australian Equities Large-Cap sector review, which comprises 116 headline funds, including 14 separately managed accounts (SMAs).

Morningstar buys Aegis

PRESS RELEASE  |  THURSDAY, 25 MAR 2010
... investment commentary. Aegis also provides model equity portfolios that can be licensed as a sub advisory service for managed accounts. Peter Leodaritsis, chief executive and founder of Aegis, will continue to run the Aegis business until the acquisition ...

Matrix drops van Eyk for Morningstar

RUTH LIEW  |  MONDAY, 15 MAR 2010
... a research house should be a product provider," said Di Cristoforo. Among the products offered by van Eyk are managed accounts and multi-manager investments such as the van Eyk Blueprint Series. The appointment of Morningstar follows a review which assessed ...

Multiport upgrades UMA service

COMPANY RELEASE  |  WEDNESDAY, 3 MAR 2010
... portfolios alongside their direct investments on the same Multiport service. The move allows dealer groups to operate managed accounts services either as model portfolios or tailored client mandates. Multiport's upgrade to its UMA service means this ...

IMA research lag hampers investors

RUTH LIEW  |  WEDNESDAY, 17 FEB 2010
The lack of research on individually managed accounts (IMAs) in Australia have prevented more investors from putting their funds in the sector. According to Kris Vogelsong, head of corporate development at Private Portfolio Managers, the US' IMA and ...

The audacity of Mark Bouris and Ray Miles

MICHELLE BALTAZAR  |  THURSDAY, 28 JAN 2010
... transparency and disclosure, and the investment menus available. Toby Potter, chair of the industry body for managed accounts, IMAP, said Bouris and Miles' business model caters for the next generation of investors. "This is the direction in which dealer ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...