Search Results | Showing 1 - 10 of 24 results for "ETF Model Portfolio" |
| | | Global asset managers are sharpening their focus on core capabilities, increasing their use of outsourcing and tightening cost controls as they pursue more disciplined growth, according to a new Northern Trust survey. The Driving Growth in Asset Management ... |
| | | | Briefcase has appointed a new head of growth as it looks to expand its tax-aware direct indexing and ETF model portfolio capabilities for its financial intermediary partners. In this new role, Michael Hasten will work with advisers, family offices ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
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