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Showing 861 - 870 of 953 results for "Managed Accounts"

CalPERS reviews cost of hedge

RUTH LIEW  |  MONDAY, 30 MAR 2009
... said the fund. One of the ways the Californian fund intends to improve the management of its assets is through managed accounts. Instead of focusing on commingled accounts, CalPERS intends to move toward a focus on customised vehicles, managed accounts ...

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
Netwealth-owned FPSA, which advises on $1.4 billion in funds, is getting into the managed accounts game and is putting out a tender for a MA provider. Financial Planning Services Australia, which has approximately $1.4 billion in funds under advice ...

Henderson Maxwell moves to managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 26 MAR 2009
Financial planner Sam Henderson discovered a decision he made 12 months ago to set up a managed accounts service for clients is paying off. Speaking at Financial Standard's managed accounts seminar early this month, Henderson said that using managed ...

SMAs under ratings microscope: van Eyk

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
... Eyk is looking at developing a ratings methodology that will allow advisers to compare the range of separately managed accounts (SMAs) in the market, a small step that goes a long way in legitimising the inclusion of SMAs in a typical investment portfolio. ...

Aviva SMA gets adviser tick

RUTH LIEW  |  MONDAY, 19 JAN 2009
Aviva is going to crack the separately managed accounts market in mid-2009 with a product solution tailored to easily fit into an adviser's portfolio. According to Aviva spokesman Tim Cobb, the group is currently at the end of the IT build of its SMA ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
One of the country's largest financial planning groups, AMP, has launched its own separately managed accounts product following advisor feedback. Paul Sainsbury, AMP product manufacturing director, said the launch of the product, the AMP Personalised ...

Fin Simplicity upgrades tech

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
... customise the interface and product features. "Investment platforms are the ideal starting point for offering managed accounts as they essentially can provide a managed account back office that already is a part of established industry practices and ...

More planners to use SMAs

MICHELLE BALTAZAR  |  THURSDAY, 6 NOV 2008
More than 80 per cent of financial planners and other wealth management professionals who offer separately managed accounts (SMA) to their clients see SMAs as a tool to generate a new revenue stream for their business, a survey shows. The findings came ...

FPWS unveils new SMA service

RUTH LIEW  |  TUESDAY, 14 OCT 2008
First Prudential Markets is entering the separately managed accounts arena via a partnership with First Prudential Wealth Services. "[Managed accounts] are highly tax efficient, provide direct ownership of shares and can be cheaper than managed funds ...

PE firms gobble Lehman Bros AM

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
... Neuberger Berman. In store for the new company is a broad suite of products including high net worth, separately managed accounts, institutional, fixed income, mutual funds and alternative assets including private equity. Bain Capital Partners and Hellman ...