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Showing 71 - 80 of 277 results for "Model portfolios"

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... starting his tenure on Monday, September 3. With the Praemium SMA already holding one of the largest ranges of model portfolios, ETPs and managed funds across domestic and global markets - and continuing to grow - Cilmi's role will be to provide dedicated ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... high-quality bespoke solutions for our clients," Wiech said. Additionally, the managed accounts provider added model portfolios to its separately managed accounts. Alliance Bernstein, UBS, Nucleus, Penda and Legg Mason all had model portfolios added ...

Glennon Capital hires marketing director

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
... companies portfolio that invests in ex-ASX 100 stocks and an absolute return portfolio. The strategies are offered as model portfolios on platforms, and to SMSF and retail investors through LICs. The now-$57 million small companies LIC (ASX: GC1) returned ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... identified more than 70 SMA managed accounts available through 40 brands. These managed accounts hold more than 1600 model portfolios, over double what they had available less than two years ago," he said. "This rapid expansion is even before we look ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
... than 20 administration groups. This is almost double what it observed less than two years ago. The number of model portfolios identified by Rainmaker available on these managed accounts has also doubled to about 1600 albeit the most popular are offered ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... development since 2014. On April 10, Praemium SMA added a Franklin Templeton offering to its suite of international model portfolios, expanding its global SMA offering.

Retail unit trusts leaking FUM

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
... research. The $755 billion managed funds segment in Australia includes retail unit trusts, exchange traded funds, model portfolios on managed accounts and listed investment companies - in other words, pooled investments that are managed by investment ...

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... recovered to $535,000. Fortnum Financial Advisers is the first firm to use Even Keel, across all of its Innova model portfolios. Milliman director of investment services Michael Armitage explained: "Milliman's model portfolio solution meets the needs ...

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
Praemium SMA enhanced its suite of international model portfolios with the addition of a Franklin Templeton offering. The Franklin Concentrated Global Equity ex Australia Portfolio is now available to investors via the platform. It enables investment ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...