 ANNIKA BRADLEY | MONDAY, 18 DEC 2023 Managed accounts or portfolios continue to grow in popularity among advisors. The technology offered by leading platforms enables transparency and, more importantly, portfolio personalisation at a scale not previously thought possible. Increasingly ... Read more  CHRIS MATHER | MONDAY, 16 NOV 2020 ... cent down, their portfolio was rebalanced across the client base quickly by the investment manager of their SMA. Annika Bradley, investment governance consultant at Tynans Advice, said that the SMA provided a more equitable outcome for clients compared ... Read more PAGE: 1 |
Latest News
IFM targets growth opportunities with new global office
|IFM Investors has opened its first office in Singapore to capture growth opportunities in a region "under allocated" by institutional investors.
BNP Paribas AM wins additional US$600m from pension fund
|BNP Paribas Asset Management Alts has secured a further US$600 million investment mandate from the Arizona State Retirement System (ASRS) for its significant risk transfer (SRT) strategy, taking the US pension fund's total commitment to US$1 billion.
Is demand for active ETPs genuine beyond outlier conversions?
|As the active exchange-traded product (ETP) market continues to grow, new Rainmaker Information research asks whether demand has genuinely improved or if it is underpinned by conversions from three investment managers delivering "three exceptional months of work"?
HNWIs demand outperforming, mission-driven endowment funds
|High-net-worth investors' (HNWIs) increasing demand for philanthropy vehicles with robust governance, a clear mission and can outperform in equal measure is helping fuel the rise of endowment funds such as the Aspect Impact Fund.
Further Reading
Cover Story
On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
