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Showing 71 - 80 of 283 results for "SMAs"

Hundreds of billions ripped from super

HARRISON WORLEY  |  FRIDAY, 5 JUN 2020
For a moment, Australia's superannuation system was beyond the magic $3 trillion mark. But, COVID-19 momentarily set the sector back, according to new data. Latest Australian Bureau of Statistics data shows the super sector was smashed to the tune of ...

Active share, past outperformance can predict returns

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... Cremers, Jon A. Fulkerson and Timothy B. Riley and published as a first draft on April 20, takes the analysis of active share to SMAs. "[The]...suggests that strong past performance alone is insufficient for subsequent outperformance-a manager must also ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... around earnings," Wright said. Wright said managed discretionary accounts (MDAs), as well as separately managed accounts (SMAs) have reaffirmed their status as an efficient structure to support advisers and investment managers handle their clients' wealth ...

Opt-out super to hit workers: ISA

HARRISON WORLEY  |  TUESDAY, 21 JAN 2020
New Industry Super Australia research claims to show plans to make superannuation optional for low-income workers is nothing more than a tax grab. According to ISA's latest analysis, low-income workers in New South Wales who chose to take their superannuation ...

Thousands exit Westpac raise

HARRISON WORLEY  |  WEDNESDAY, 11 DEC 2019
More than 3300 Westpac investors decided to exit the bank's recent share placement plan, taking close to $70 million with them. Westpac has smashed through its target of $500 million on its way to raising $770 million of investor capital, and the big ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... oil, tobacco, weapons, heavy polluters, gambling and coal. Portfolio manager and head of research Luke Price explained the SMAs are designed to meet the potential increase in demand for ethical investments following the introduction of the FASEA Code ...

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
A new range of separately managed accounts (SMAs) have launched, attempting to address a demand the new FASEA code of ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... what's been going on out there in the market." Sanders added he was hopeful the flexibility afforded by MDAs - as opposed to SMAs - was a benefit ASIC understood. "What we do know is that MDAs sort of offer a degree of flexibility in meeting a need ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... are doing is keeping the existing unlisted trust structure for now but we are clearly interested in other vehicles such as SMAs [separately managed accounts] and exchange traded funds in the future, not just for Celeste but all our strategies," Zurich's ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... The models had previously been run by Patersons as in-house model portfolios. It is the first time Patersons has launched SMAs through a platform for clients to invest in as an SMA. Patersons director of wealth management Matthew Wigzell explained to ...