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Showing 1 - 10 of 13 results for "SMA Model Portfolio"

Boutique manager expands research team

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
A boutique founded last year by a former Evans & Partners head of equity has appointed a senior investment analyst. Aoris Investment Management is welcoming Swati Reddy to its investment team. Reddy was an equities analyst at CLSA in Sydney for seven ...

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... ownership, tax efficiencies and transparency, all at an affordable cost," he said. "Praemium offers the broadest SMA model portfolio range in Australia, and we remain focused on providing advisers and their clients with the greatest choice of quality ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Advice businesses seeking greater scalability stand to significantly benefit from the use of exchange-traded funds in separately managed accounts. Speaking at the Financial Standard ETF Forum in Melbourne yesterday, head of iShares Jon Howie told delegates ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
... We look forward to announcing additional new SMA model portfolios in the coming months." The launch of the SMA Model Portfolio onto Macquarie Wrap coincides with the expansion of the suite of XTBs on ASX. Three more fixed-rate XTBs are today available ...

ACBC partners with Praemium

EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
Exchange traded bond provider Australian Corporate Bond Company partnered with Praemium to launch a fixed income separately managed account solution. The 'Yield Plus' portfolio, which invests in individual investment-grade corporate bonds through exchange ...

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
OneVue has added the Perpetual Investments separately managed account (SMA) as an investment option on its unified managed account (UMA) platform. Perpetual has launched its first SMA in response to increasing adviser demand for model portfolio solutions. ...

ETFs boom on SMA model portfolios

MARK SMITH  |  WEDNESDAY, 10 APR 2013
Exchange-traded fund (ETF) holdings on OneVue's unified managed account (UMA) platform have tripled in the last nine months, new data shows, and migration to model portfolios highlights greater investor sophistication. The spike on OneVue's platform ...

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
Australia's first Responsible Investment platform, The Emerald Wrap, which launches in March 2012 is partnering with Bendigo and Adelaide Bank as the wrap's default cash account provider. The Emerald Investment, Super and Pension Wrap will offer a wide ...

Macq customised portfolio mgt makes the grade

ALISON BEVEGE  |  FRIDAY, 25 FEB 2011
Ratings agency Standard & Poor's has rated two Macquarie Customised Portfolio Management products, increasing the number of researcher-rated SMAs available to financial advisers. The research firm gave the MCPM Core Australian Equity SMA model fund ...

Boutique and big brands top SMA

S&P RELEASE  |  MONDAY, 12 JUL 2010
... Goldman Sachs JBWere, Hyperion, Ralton, UBS Global Asset Management (Australia) were all rated as the top SMA model portfolio providers, research shows. Standard & Poor's has named the stand out investment fund manager of separately managed accounts ...
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