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Showing 961 - 970 of 1072 results for "Separately"

SMAs under ratings microscope: van Eyk

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
... research group van Eyk is looking at developing a ratings methodology that will allow advisers to compare the range of separately managed accounts (SMAs) in the market, a small step that goes a long way in legitimising the inclusion of SMAs in a typical ...

Planners gain clean tech fund

MICHAEL HOBBS  |  FRIDAY, 20 FEB 2009
... Bakers Investment Group's Alternate Energy Customised Portfolio to its Approved Product List (APL). The portfolio uses a separately managed account (SMA) structure and provides exposure to alternative energy securities across low emission utilities ...

Small businesses to get two-year SG relief

MICHAEL HOBBS  |  THURSDAY, 5 FEB 2009
... They would have this information at their fingertips which would hurry this process up, but we're having to do that separately," he said. The total figure could be $20.5 billion, according to Senator Nick Sherry, minister for superannuation and corporate ...

End 'set and forget' strategy: van Eyk

MICHAEL HOBBS  |  WEDNESDAY, 21 JAN 2009
... Since then van Eyk has released a report that recommended financial planners assess their fixed income exposure and, separately, their exposure to high conviction equity funds. On a separate note, Douglas said the global economic downturn could cause ...

Aviva SMA gets adviser tick

RUTH LIEW  |  MONDAY, 19 JAN 2009
Aviva is going to crack the separately managed accounts market in mid-2009 with a product solution tailored to easily fit into an adviser's portfolio. According to Aviva spokesman Tim Cobb, the group is currently at the end of the IT build of its SMA ...

Aussie tech providers score overseas deals

MICHAEL HOBBS  |  THURSDAY, 15 JAN 2009
... have more than $200 million under management in three years. According to Praemium, the service will be similar to the separately managed account (SMA) services it provides in Australia. Praemium's Australian business includes online portfolio administration ...

AMP forays into SMAs

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
One of the country's largest financial planning groups, AMP, has launched its own separately managed accounts product following advisor feedback. Paul Sainsbury, AMP product manufacturing director, said the launch of the product, the AMP Personalised ...

New year, new stocks: Suncorp

COMPANY RELEASE  |  WEDNESDAY, 14 JAN 2009
... in our review - addressing the structure of the Trust so that stock selection and asset allocation could be managed separately; reducing excessive diversification; and eliminating the overweight position in small caps and the bias towards growth stocks," ...

State Street extends PPF mandate

PRESS RELEASE  |  TUESDAY, 9 DEC 2008
... appointed by the PPF to provide custodial, accounting, cash management and reporting relationship three years ago. Separately, State Street Global Advisors has been managing a UK based active equity mandate since 2007.

Linear launches enhanced MA

MICHAEL HOBBS  |  WEDNESDAY, 26 NOV 2008
... classes at a low cost. The Melbourne based firm launched the Linear Managed Account (LMA) after the firm released a separately managed account (SMA) product with similar capabilities in April. However, Linear Financial is touting the LMA as an alternative ...