Latest News

ABE releases Rolls Royce bond

It's one of the most luxurious automotive brands in the world and it now has its own bond linked security from the Australian Bond Exchange.

Apex Group wins fund admin mandate

Apex Group has announced its appointment by Octopus Investments Australia to service its funds structured around renewables investments.

Centuria sets up new agriculture fund

Centuria Agriculture Fund (CAF) is an unlisted, open-ended agriculture fund, seeded with a $177 million glasshouse in Warragul, Victoria.

IFM Investors launches climate transition fund

The Australian equities fund aims to help institutional investors reduce carbon emissions exposures while aligning investments to Your Future, Your Super requirements.

Latest White Papers

Good governance is gold

CHRIS WEST   When the term 'governance' is mentioned, the first reaction is normally one that brings up the dread of another set of overburdensome compliance obligations. However, governance and compliance are very different things. Good investment governance at its core is about how to make good investment decisions.

Royal Commission recommendations and managed discretionary accounts

SAMANTHA CARROLL   The managed account services industry was given much to ponder by Commissioner Hayne in the final report. The major talking point for the industry is undoubtedly the fact that the vertical integration model was left untouched.

Helping global bond investors when duration fails

JORAN LAIRD   Many fixed income investors have been asking about the implications of rising interest rates. While the Fed initially saw the emergence of post-coronavirus pandemic inflation as transitory, the increase in prices has been far more persistent than it had earlier hoped for. This led Fed Chair Jerome Powell to say it was time to retire the term "transitory" as a description of current inflation. Even if inflation falls back to 3% to 4%, it may be a long time before it is back at the Fed's 2% target.

The rise of alternative yield in modern portfolios

IAIN NORTH, CHRIS MCAVOY   Alternative yield investing has been a growing sector of importance for both institutional and private global investors as global central banks have kept interest rates at ultra-low levels to combat economic downturns and to stimulate growth since 2008.

Managed accounts and technology: Bringing personalisation and scale to advisers

BILL HORTZ   Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts?

Delivering platform Alpha

HUB24 PTY LTD   Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy clients best interests.

IMAs and SMAs meet the demands of SMSF trustees for direct international equities portfolios

HUGH MACNALLY   Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable trustees of SMSFs to access direct international and domestic equity portfolios with greater control and transparency compared to the traditional managed fund options, however the differences between and benefits of IMAs ...

Tailored SMSF and managed account solutions

MULTIPORT PTY LTD   Multiport is a leading provider of self-managed super and managed account administration, reporting and compliance services. We are dedicated to providing the highest level of service for a transparent and competitive fee.

A tale of three countries

PHILIP PARKER   Are you a history buff? Here is a rundown of how managed accounts evolved in the US and the UK - and how the sector is developing locally.

Managed discretionary accounts in 2021

ASSURED SUPPORT   This paper reproduces a Q&A session conducted by Assured Support between its managing director, Sean Graham, and Peter Turbach, partner at MDA Guru. It captures these two leading industry practitioners' respective views on the present state of managed discretionary accounts (MDAs).

Ten managed account questions answered

SEAN GRAHAM   Peter Turbach from MDA Guru, shares his domain expertise and addresses 10 key questions.

Delivering exceptional client experience with managed accounts

MICHELLE KRIG   The role of financial advisers is undergoing a profound shift, from technical specialist to relationship-driven coach covering broader strategic advice. To make this transition at scale successfully, advisers need a robust suite of digital tools-with managed accounts an increasingly important part of ...

Transforming financial advice businesses for sustained success

MATTHEW WALKER   The adoption of managed accounts has been proliferating in Australia as they fill the need for advisers to deliver professional investment services more efficiently and allow them to concentrate on being a strategic adviser.

Two roads to a single destination

TOBY POTTER   The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of managed accounts are often blurred and this is compounded by a prolific use of jargon.

Managed accounts: Boldly go where no one has gone before

ADAM ROWLEY   Space: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations, to boldly go where no one has gone before.

Survive the squeeze

KEN BLOOMFIELD   A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio management in the long term.