Volume 2 Number 1 | FS Managed Accounts

Volume 2 Issue 1

Investment

Smart beta - compelling or shade of grey?

PETER BELL | Comments | TUESDAY, 19 AUG 2014

'Smart Beta' is one of the real buzz words in markets right now. Peter Bell provides an overview of this rapidly growing area, and explains why Smart Beta and Managed Accounts work so well together. 'Smart ... Read more

Platforms: Planning for the great growth story

JAMIE WILLIAMSON | Comments | MONDAY, 7 MAY 2018

First, there was the proliferation of managed funds that saw the advent of master trusts. Then a surge in popularity of direct share ownership saw the creation of investment wraps that quickly infiltrated ... First ... Read more

Three ways to win

ANDREW MACKEN | Comments | MONDAY, 7 MAY 2018

When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of such a device failing. It would not have taken Leonardo ... When ... Read more

Applied Financial Planning

A new frontier of managed accounts

BROOKS FRIEDERICH | Comments | TUESDAY, 19 AUG 2014

A series of financial crises over the last dozen years have forced many investors to reassess their investment choices and their tolerance for risk. There are new factors to consider: Financial markets ... A ... Read more

Managed accounts in a behavioural world

SIMON RUSSELL | Comments | TUESDAY, 19 AUG 2014

Often the most important factor in getting the best investment outcome relates as much to the people making the investment decisions as to the investments themselves. For example, a fund can perform ... Read more

Latest News


Global manager launches China A-shares fund KANIKA SOOD Ninety One, formerly known as Investec Asset Management, has is touting a new China A-shares fund to local institutional and wholesale investors.	Tough year at Challenger KANIKA SOOD Challenger this morning reported $416 million in statutory net loss for FY20, as its investments fell by $750 million during the COVID-19 pandemic.

PAN-Tribal signs distribution deal KANIKA SOOD The funds management distribution house has signed an exclusive agreement to tout an infrastructure manager in the Australian wholesale market.	Impact investing seeks to address racial inequality ELIZABETH MCARTHUR A new initiative in the US, with $4 million in backing from J.P. Morgan Chase, has seen a small business lender and an impact investor come together to address racial inequality.

Videos

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Investment Leadership Awards 2020 | Highlights

Praemium: From trend to tried-and-true

How managed accounts can comply with the best interest duty

T. Rowe Price: Secrets To Success

The Managed Accounts landscape in 2019

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Martin Morris Head of Distribution Praemium		Simon Carrodus Solicitor Director The Fold Legal		Tim Sparks Head of Sales and Marketing Bell Direct		Anne Hamieh Head of Distribution and Marketing Xplore Wealth
Busting the myths of managed accounts & client size		Managed Accounts and Standard 3 - A tale of two conflicts		Managed accounts in a post COVID-19 world		Control what you can control
Recent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting ...		I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic because Standard ...		There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...		Control is an important ingredient in the mix of achieving desirable investment outcomes. So, if we feel like control has been reefed away from us, our ...
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Industry Events

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Stockbrokers and Financial Advisers 2020 Virtual Conference

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Best Practice Series: Retirement Income Forum

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FPA Congress is back - and now it's virtual!

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The role of gold in a diversified portfolio

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Best of Breed Global Research & Investment Program for Instutional Investors - Global Equities

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