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Showing 71 - 80 of 403 results for "Model portfolio"

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... active managers while staying resilient in volatility. Lonsec has also collaborated with CFS for over a decade with model portfolio solutions. Lonsec chief investment officer Lukasz de Pourbaix said he is excited to now leverage this experience in a ...

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... from vertical integration. This can emerge from financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives a management fee. "There are no such structures in place to ensure ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... International Equities category for the second year in a row for its Franklin Concentrated Global Equity Ex-Australia Model Portfolio. The SMA has a bottom-up, investment philosophy that seeks to deliver alpha over a full market cycle. "Putting clients ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
AMP Capital's head of sector multi-manager who left in July after nearly 25 years with the company has joined Perpetual. Lydia Kav (nee Serafim) joined Perpetual Private as head of manager research this month. Perpetual Private's multi-manager team ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... efficiently, including all the associated reporting. This result simply would not have been achievable with a model portfolio structure." Over the next year, Tang expects the uptake in managed accounts to continue and shift to a focus on ESG solution ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... execution, as well as member level tax component attribution," Bernasconi said. BlackRock Australia's head of model portfolio solutions Josh Persky added: "The addition of BlackRock Model Portfolios available on the WealthO2 platform is a welcome ...

The other side of the ETP growth story

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 MAY 2021
There is another side to the exponential growth exchange traded products have enjoyed; not every manager will be able to get in on the action, and legacy unit trusts will likely lose out. Rainmaker head of investment research John Dyall, speaking at ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... using managed accounts for ESG investments are selecting multi-assets with high ESG ratings. State Street ETF Model Portfolio strategist Sinead Schaffer said the events of 2020 were a catalyst for the increase in flows to ESG investments. "Going forward ...