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Showing 831 - 840 of 1072 results for "Separately"

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...

Market Wrap - Morning

AAP  |  THURSDAY, 7 JUL 2011
... battered, with Bank of America tumbling 2.3 per cent, Citigroup falling 1.3 per cent and Wells Fargo down 1.1 per cent. Separately, a monthly report showed the US services sector grew in June but not as much as expected, in yet another sign of the sluggishness ...

BNP Paribas return to defensive fixed income

ELISE BURGESS  |  MONDAY, 4 JUL 2011
... charities, family offices and third party distributors. Retail investors can also access the fixed income capability through separately managed accounts, which will be invested in a portfolio of between 10 and 20 Australian fixed income and hybrid securities. ...

Trafford-Walker takes new role after securing CEO

MATT WOODINGTON  |  THURSDAY, 23 JUN 2011
... property as standalone services. Asset allocation would be the next one we'd look at whether we should do something separately and then Australian equities could be the next logical one," said Trafford-Walker. "The other thing we're focused on is the ...

Charter Hall lands $266m Woolworths portfolio

ELISE BURGESS  |  WEDNESDAY, 18 MAY 2011
... transactions." The news comes just two weeks after the group officially launched its property securities fund as a separately managed account (SMA) as well as a managed fund. Additionally, UniSuper purchased securities from Charter Hall Retail REIT ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... sophisticated model portfolios that can be linked to clients in bulk, the introduction of investment models such as Separately Managed Accounts (SMAs) and term deposits, more control to dealer groups and practice managers for over approved investment ...

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
... and platforms, MLC, spoke at the forum and said that while managed accounts are a strong vehicle for advisers, it is separately managed accounts that are usually the easier choice for most clients. "SMA are a great choice that covers the masses of that ...

Charter Hall targets advisers with SMA

MATT WOODINGTON  |  MONDAY, 2 MAY 2011
Charter Hall Direct Property has officially launched its property securities fund as a separately managed account (SMA) as well as a managed fund, reflecting adviser appetite for direct portfolios. Reliance Investment Management will manage the portfolio ...

Market Wrap

AAP  |  FRIDAY, 29 APR 2011
... 0.62 per cent, to $24.47. In other news on Friday, Foster's Group shareholders voted to demerge the company into two separately listed companies focussing each on beer and wine. The shares were in a trading halt, having last traded at $5.75. National ...

SPAA positive but fears bad practice post FOFA

ELISE BURGESS  |  THURSDAY, 28 APR 2011
... the banning of risk commissions may shift market. The association has concerns about dealing with risk commissions separately inside and outside of super while also unhappy with the opt-in arrangement. "SPAA is very concerned that the commission ban ...