Search Results | Showing 71 - 80 of 425 results for "Separately managed account" |
| | | Clime Investment Management's statutory net profit after tax (NPAT) slid 47% on the back of integration costs and investors won't receive an interim dividend, as it plans for more M&A activity. Clime's NPAT has slid to $236,000 from $445,000 in its ... |
| | | | Fiducian saw the number of its financial advisers grow from 66 to 84 representatives in the second half of 2022 and flagged that another five franchises are in the process of joining the fold. Releasing its half-year report on the ASX this morning ... |
| | | | Praemium has reported a $1.02 billion hit to its net inflows for the half year to December 31, down 53% from the same time last year. Praemium chief executive Anthony Wamsteker said: "Investor sentiment has been very subdued in the wake of three successive ... |
| | | | According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ... |
| | | | ... investment structures that align with our client's priorities, allowing us to grow our third-party separately managed account business to nearly US$9 billion." Kencel added the asset manager believes, opportunities in US middle market senior lending ... |
| | | | ... Exchange Commission alleged Goldman Sachs had several failures in relation to two mutual funds and one separately managed account within the Fundamental Equity group. These were the Goldman Sachs ESG Emerging Markets Equity Fund, Goldman Sachs International ... |
| | | | ... the Your Future, Your Super (YFYS) world of regular performance testing. It's also available as a Separately Managed Account (SMA) for direct investors seeking an actively managed alpha-driven portfolio. |
| | | | ... Until now Australian Eagle's long-only strategy has only been available to institutional and some separately managed account clients, so we are excited to have Australian Eagle bring this capability to a portfolio for a retail trust structure in ... |
| | | | Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ... |
| | | | The investment platform now has $40.5 billion in funds under administration, up 10% on the same time last year. Additionally, Praemium's financial year net inflows were $2.9 billion, up 92% from its prior corresponding period. Unfortunately, gross inflows ... |
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