Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 269 results for "SMAs"

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... accounts assets have quadrupled over the past five years to $200 billion and more than 100 active separately managed accounts (SMAs) managers are creating portfolios. "Every day that goes by there's another $1 billion to $3 billion being modelled ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... its consulting partner amid closing its Australian equities solutions within its multi-asset separately managed accounts (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and a customised global listed ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... company, the Crypto.Com Custody Trust Company. The ETFs launch is set to coincide with a batch of separately managed accounts (SMAs), both of which Trump Media plans to invest in with its own cash reserves. The company has allocated up to $250 million ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... the Institute of Managed Account Professionals' (IMAP), increasing 23.2% in the 12 months to December 2024. Currently, SMAs hold the largest market share of 64% or $148 billion and remain the preferred choice for advisers. The report shows that 89% ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts (SMAs) holding the largest market share of 64% or $148 billion. The SMA asset pool grew 36% year on year. Managed discretionary accounts ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard Pty Ltd. SMARS ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Moderate, Balanced, Growth, and High Growth are now available on Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade investment management ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic research in the financial services ...

Industry breaks records for assets, flows, and product launches

ANDREW MCKEAN  |  TUESDAY, 14 JAN 2025
The Australian exchange-traded fund (ETF) industry has had a landmark year, breaking records pertaining to market capitalisation, net flows, and product launches. Last year, the ETF industry's funds under management (FUM) reached $246.3 billion ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... grown 33% in the past 12 months. "When we started a decade ago, we were a small team with big ideas about managed accounts. SMAs were just emerging, and the industry was still discovering its potential. Fast forward through an evolving advice landscape ...
PREVIOUS
NEXT