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Showing 1 - 10 of 22 results for "ETF Model Portfolio"

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... while 26% are using it to acquire new clients." Meanwhile, State Street Global Advisors vice president and ETF model portfolio strategist Sinead Schaffer said their demonstrated value is the reason for the growing adoption. "While freeing up their time ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... investment selection is not limited by sector, asset class or product issuer," Regnat said. SSGA launched its ETF model portfolio capability in Australia in 2019. It now ranks among the top 20 most used investment managers by advisers who currently use ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... have surged 146% in five years to exceed $194.85 billion. State Street Global Advisors' vice president and ETF model portfolio strategist Sinead Schaffer said the strong adoption of managed accounts reflected their ability to support advisers' holistic ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
... they're implementing through managed accounts solutions." State Street Global Advisors vice president and ETF model portfolio Sinead Schaffer said within managed account portfolios, ETFs, direct shares and managed funds were the most popular products ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs ...

State Street bolsters SPDR team

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 SEP 2021
State Street Global Advisors has made four senior appointments within its SPDR exchange-traded funds business in Asia Pacific. Kathleen Gallagher has been appointed as head of SPDR ETFs Australia, in addition to her current role as head of ETF Model ...

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 ...

SSGA model portfolios land on HUB24

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
Advisers using HUB24 will soon be able to invest in four State Street Global Advisors ETF model portfolios on behalf of their clients. HUB24 has added a suite of SSGA ETF model portfolios to its Invest and Super offerings, as investors seek transparent ...
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