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Showing 81 - 90 of 404 results for "Model portfolio"

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... using managed accounts for ESG investments are selecting multi-assets with high ESG ratings. State Street ETF Model Portfolio strategist Sinead Schaffer said the events of 2020 were a catalyst for the increase in flows to ESG investments. "Going forward ...

Evergreen launches stress testing tool

ELIZA BAVIN  |  MONDAY, 8 FEB 2021
... typically use the information that GreenVUE gives them in their individual investment committee discussions as part of model portfolio reviews. "It will act as a risk management tool in the first instance, as we can use it to test where we think Portfolio ...

Lonsec increases allocation to Talaria

ELIZABETH MCARTHUR  |  MONDAY, 21 DEC 2020
Lonsec Investment Solutions increased its investment in the Talaria Global Equity Fund. The new allocation will impact Lonsec's retirement model portfolios. The allocations are across their conservative, balanced and growth portfolios. "The Lonsec retirement ...

Boutique hires from MLC Asset Management

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... Securities. Cochran said the hire is to broaden distribution lines, primarily through national dealer groups, model portfolio inclusion and managed accounts. "Rebecca will be actively engaging with senior research, consulting and management personnel ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... great way to do that," said Lifespan chief executive Eugene Ardino. "We will also be making our bespoke MDA and model portfolio options available to the broader adviser community via Lifespan Partnership, our support service for existing self-licensees ...

OpenInvest names chair

ANNABELLE DICKSON  |  THURSDAY, 10 SEP 2020
Melbourne-based fintech OpenInvest has appointed a veteran board member and former NAB executive as chair. Spiro Pappas has over 30 years' experience in financial services and is currently chair of Splitit, Atlas Iron Limited and Cognian Technologies ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
The ASX-listed dealer group has hired a portfolio manager from IOOF as its new head of research, after the incumbent left in May. Daniel Stojanovski will start as Centrepoint Alliance's head of research on October 13. He joins after nearly five years ...

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients. Craig Emanuel and Tim Whybourne have worked together for 10 years, at UBS and more recently, Morgan Stanley Private Wealth Management. ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... Redpoint Investment Management has wound up its industrials fund but will continue to offer it as the much-bigger model portfolio. The boutique decided to shutter its industrials fund (and equivalent mFund), saying it has not been able to grow the funds ...

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
Australia's model portfolio landscape is growing at a rapid rate, with the number of models available on managed accounts up 70% per annum, according to Rainmaker Information. Rainmaker research found over the last four years, the number of model portfolios ...