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Showing 921 - 930 of 1072 results for "Separately"

Aviva SMA attracts $10m in six weeks

COMPANY RELEASE  |  THURSDAY, 22 OCT 2009
Aviva's separately managed account (SMA) has attracted nearly $10 million in financial planning client investment after six weeks. The Aviva SMA is available on more than 20 dealer groups and over 50 financial advisers have used the structure for client ...

OneVue adds DNR

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... executive at Dalton Nicol Reid, said the firm believes the OneVue Unified Managed Account is the way of the future. "[Separately Managed Accounts (SMA)] combine beneficial ownership, transparency and superior tax management along with consolidated reporting ...

Ascalon adds hedge fund boutique

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
... quantitative strategies executives, Brandt Leahy, Justin Webb and Matthew Perone. These three executives also worked separately at Citadel Investment Group and Delaware Investments and all three have advanced academic qualifications at Harvard University. ...

Powerwrap goes live

COMPANY RELEASE  |  TUESDAY, 8 SEP 2009
... Praemium's clients list to properly test the new service. "We're offering managed fund access only till date with SMA [separately managed accounts] functionality to come later in the fourth quarter," said Varlamos. According to a statement from Praemium ...

Market Wrap - Morning

AAP  |  FRIDAY, 28 AUG 2009
... analysts, who had forecast a revision to an annualised 1.5 per cent pace of decline. The Labor Department reported separately that the seasonally adjusted initial jobless claims fell to 570,000 in the week ending August 22 from the previous week's revised ...

AMP FP to move to fee-for-service by June 2010

MICHAEL HOBBS  |  THURSDAY, 20 AUG 2009
... will be able to agree with the planner upfront the basis the planners services will be charged. "They will be charged separately for the product costs. The fees can be taken out of the product and charged separately." This means, for the first time ...

OneVue introduces portfolio blocking

RUTH LIEW  |  TUESDAY, 18 AUG 2009
Separately managed account provider OneVue has unveilled a new portfolio blocking service to its SMAs to protect the intellectual property of fund managers. Brett Marsh, head of transition strategy at OneVue, said the protection of intellectual property ...

SMA ratings bring clarity for advisers

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
Standard & Poor's has awarded inaugural ratings to six separately managed account products - a move that could help advisers make better informed decisions when selecting SMAs for clients. S&P has given four stars to the Ausbil Australia Concentrated ...

Aviva names SMA model managers

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
... Ausbil Dexia, Goldman Sachs JBWere and Perennial Investment Partners to provide eight different models on the firm's separately managed account (SMA). The SMA model manager line-up, which also includes Aviva Investors and UBS, is designed to provide ...

NZ Super takes mandates in-house

MICHAEL HOBBS  |  MONDAY, 20 JUL 2009
... means the fund has terminated its relationship with ING, which was appointed to manage passive New Zealand cash and, separately, credit mandates in 2003. In addition, the fund's relationship with Smartshares also ended. The fund manager was appointed ...