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Showing 1 - 7 of 7 results for "SMA platforms"

Morningstar director joins BondAdviser

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
... Fletcher told Financial Standard. The fixed income researcher will also look at other types of funds which are not on SMA platforms, he said. Likos' career began at PricewaterhouseCoopers, before venturing into fixed income at Mondrian Investment Partners ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... and are likely to become a sector in their own right, Lonsec research shows. The research house has looked at five SMA platforms in Australia and has assigned 'approved' ratings to each one of them. The five operators collectively account for over $2 ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
... availability, said S&P. Since 2010 managers have cut the time it takes them to communicate investment decisions to SMA platforms and improved their internal measurement of performance, the ratings house said. "As a consequence of these improvements ...

Boutique and big brands top SMA

S&P RELEASE  |  MONDAY, 12 JUL 2010
... actual SMA processes involved. Standard & Poor's report found most managers relay their investment decisions to SMA platforms in a timely manner and are monitoring performance of the model portfolios to ensure minimal performance differences. The review ...

AMP adds DNR portfolio

COMPANY RELEASE  |  TUESDAY, 15 JUN 2010
... executive officer at Dalton Nicol Reid. "The addition to AMP's PPS model portfolios highlights the importance of SMA platforms using investment managers that are experienced in managing SMA portfolios. "The market for SMAs continues to grow however many ...

SMA ratings bring clarity for advisers

RUTH LIEW  |  WEDNESDAY, 12 AUG 2009
... SMA-related responsibilities. A media statement from S&P noted that the firm's SMA ratings and research cover both SMA platforms and SMA model portfolios. The platform rating focuses on breadth of product offering, trade execution and brokerage, adviser ...
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