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Showing 1 - 10 of 175 results for "Managed portfolios"

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... its platform. Davis will work closely with BCA Research to help integrate frameworks into the platform's managed portfolios. "Private markets portfolio construction has historically been the domain of large institutions with dedicated resources," ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... wish him every success in the next stage of his career." Early this year, Morningstar made two hires to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan is the national sales lead and Clint Abraham is ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... them accessible in a format that can be more easily implemented in client portfolios." AMP general manager of managed portfolios and investments David Hutchison said access and implementation have been key constraints for advisers looking to diversify ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Morningstar has made two key appointments to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan has been appointed to the former role, and Clint Abraham as national director, investment specialist. Srinivasan ...

Hostplus snares LGT Wealth deputy CIO

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... equity, domestic infrastructure and local and offshore co-investment programs. Earlier in his career, Wan Lum managed portfolios at Ibbotson Associates, Antipodean Capital Management and QIC, focusing on domestic and global equities, multi-manager models ...

Betashares expands platform offering with JPMAM partnership

RIDDHIMA TALWANI  |  MONDAY, 17 NOV 2025
... available on its Direct investment platform. This expands the platform's offerings beyond just Betashares' managed portfolios to include strategies from third-party managers and marks the first time JPMAM's portfolio has been made available directly ...

AMP platform flows jump 61.6%

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... AMP chief executive Alexis George said. "We continue to innovate in the areas we know advisers value, such as managed portfolios, where AUM is now $23.8 billion. Our recently launched 'Grow' feature allows advisers to meet a broader range of client needs ...

Fortitude launches Small Cap PE Fund

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... alternative investments. Brookman noted that private markets have become a staple for large professionally managed portfolios and through this fund individual investors can get the same access. "Now individual investors may create those same allocations ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
The North Managed Portfolios Insight Report by AMP indicates the mainstream popularisation of managed portfolios in the past year. The report references recent IMAP and Milliman data showing total managed portfolio assets under management (AUM) has ...
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