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Showing 71 - 80 of 302 results for "model portfolios"

Macquarie quietly rolls out low-cost platform menu

HARRISON WORLEY  |  FRIDAY, 14 FEB 2020
... flat administration fee of $240 per year deducted monthly and offers "a number of" separately managed account model portfolios managed by Macquarie, as well as "a range of term deposits". Investment costs range from 0.00% to 0.478% of the asset value ...

SSGA promotes local SPDR boss

HARRISON WORLEY  |  THURSDAY, 13 FEB 2020
... institutional investors in Hong Kong and Japan. "In less than three years, Meaghan has successfully launched four ETF Model Portfolios to the Australian market and almost doubled the size of the SPDR team," Tobin said. "Meaghan's ETF expertise will ...

Perpetual awards mandate

KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
... account and their upcoming fund for Perpetual Private's implemented fixed income portfolio and fixed Income model portfolios respectively," Sofios said. Thornburg's multi-sector opportunistic credit strategy has been running since 2008 and invests ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... concentrated in managed accounts. Five of the 10 fastest growing platform products are either managed accounts of offer model portfolios. The fastest growing are Pursuit Focus Allocated Pension, BT Panorama Super, AMP Super Directions Personal, MLC MasterKey ...

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... consider outsourcing investment management tasks. "Outsourcing some aspects of investment management such as using model portfolios, increases operational efficiency and can save advisers time," Williams said. Williams said that while employing model ...

ANZ Private hands out $3.5b mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
... DWS was the recipient of the mandate, providing advisory services for tactical asset allocation on multi-asset model portfolios. As a result of the mandate, DWS has joined ANZ Private's investment council. Commenting, ANZ private banking and advice ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... expectations of what advisers want. That is a real challenge for the industry," he points out. Victor says in developing model portfolios, SSGA SPDR ETFs undertook a process it calls customer centred design, otherwise known as CCD testing. This involved ...

Perpetual Private awards bond mandate

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2019
... received a sovereign bond mandate from Perpetual Private in a move that will also see its solutions included in model portfolios. Colchester Global Investors won the mandate, which sees an undisclosed amount invested by Perpetual Private in Colchester's ...

Aussie bond fund added to Zenith model portfolio

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
... brings to a portfolio, especially in today's volatile market conditions," Sowerby said. Zenith Elite Blends are model portfolios backed by the company's research capabilities. The portfolios are available to investors as either model "paper" portfolios ...

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
... platforms and producers will continue to build this capability." The research also shows there were more than 2270 model portfolios available as at June 2019. About 4% of respondents to the survey said there are too many model portfolio and ETF choices ...