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Showing 1 - 10 of 100+ results for "Separately Managed Accounts"

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... Managed Accounts FUM Census showed the split in funds under management remained very close between separately managed accounts ($51.09 billion) and managed discretionary accounts ($48.01 billion). IMAP chair Toby Potter said at a briefing that the data ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... recorded $2.9 billion in funds under administration, which comprises investments, superannuation and separately managed accounts administration. Offerings include 15 multi-manager funds, 57 external managed funds and term deposits. All in all, funds ...

Ironbark signs on Canadian manager

KANIKA SOOD  |  MONDAY, 24 MAY 2021
... feeder fund for the strategy in the third quarter of this year. It will also look for co-investment and separately managed accounts opportunities for Fiera's strategy among Australian investors. "We're pleased to be partnering with Fiera Infrastructure ...

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... management offering." Nearly half the funds on Macquarie Wrap are in super and pension accounts, while separately managed accounts have surged from $3.3 billion in 2019 to $5 billion. The platform has an open-architecture approach which uses data and ...

Clime appoints new chief executive

KANIKA SOOD  |  MONDAY, 26 APR 2021
... under management (up $55 million from December quarter), including LIC, individually managed accounts, separately managed accounts, managed funds and mandates. Funds under advice were $3.1 billion (up $207 million from December quarter). Funds under ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
... HUB24 at $22 billion and Praemium at $8 billion, prior to any acquisition activity. The research shows separately managed accounts (SMAs) hold almost half the market followed by managed discretionary accounts (MDAs) at 30%, with the remaining 22% being ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... from Australia Ratings Group. ARA provides investment ratings on wholesale and retail managed funds, separately managed accounts and exchange traded products. It can also create benchmark portfolios/indices for calculation of debt risk premiums. Foresight ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... fund form," Milliman principal and head of investment solutions for Asia-Pacific Victor Huang said. Separately managed accounts hold the lion's share of assets at $45.1 billion (up 54% year on year) followed by managed discretionary account services ...

Macquarie Wrap SMAs surpass $5bn

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
Macquarie announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have exceeded $5 billion in funds under administration. Macquarie said the milestone demonstrates the strength of its platform and the continued interest shown ...
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