Search Results | Showing 71 - 80 of 304 results for "model portfolios" |
| | | ... net worth individuals, the firm announced it would be dropping its minimum investment to $10,000 for the four model portfolios. The four portfolios will provide a managed portfolio solution to self-directed investors; those who managed their own wealth ... |
| | | | ... point p.a. reduction in the underlying ETF weighted average cost of the firm's recently launched risk-based ETF model portfolios. STW has charged management costs of 0.19% p.a. since 2015, when the firm cut the ETF's then 0.286% p.a. fee. Head of SPDR ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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