Search Results | Showing 961 - 970 of 1072 results for "Separately" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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," ... |
| | | | ... 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. |
| | | | ... 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 ... |
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