FS Managed Accounts - Investment Articles

Investment Articles

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 ... 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 ... Read more

Rethinking international share portfolios

SAMUEL STOBART | Comments | MONDAY, 16 OCT 2017

The prevailing advice for Australian investors looking for investment opportunities in recent years has been to look offshore. Home country bias is ... Read more

Managed portfolios: a sound investment in your clients and your business

HUB24 PTY LTD | Comments | MONDAY, 7 MAR 2016

It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability ... Read more

Does behavioural finance apply to sophisticated investors too?

SIMON RUSSELL | Comments | MONDAY, 7 MAR 2016

When we think about investors' behavioural biases we might think of mum and dad investors panicking and selling following sharp market falls, only ... Read more

Performance shouldn't be administratively prohibitive

ADAM ROWLEY | Comments | MONDAY, 7 MAR 2016

In 1982 a group of street performers gathered in Baie Saint-Paul in the province of Quebec and decided to organise a festival that could serve as a ... Read more

Case study: Going beyond product - portfolio solutions using managed accounts

DAN MILES , MATT HEINE , NEAL DUNNE | Comments | MONDAY, 7 MAR 2016

A new approach to portfolio management In 1994, Neal Dunne was starting his career as an adviser in a world that was pretty much dominated by the ... Read more

The rise of global managed accounts

ALEX HAYNES | Comments | MONDAY, 7 MAR 2016

At Peters MacGregor we have been running Global Managed Accounts (GMAs) for our clients for the past 16 years. But only now does it seem their benefits ... Read more

Distinguishing risks between managed funds and direct ownership

THOMAS BIGNILL , ALWYN HUNG | Comments | MONDAY, 7 MAR 2016

The increasing popularity of direct ownership structures that have been adopted by a growing number of the Adviser community via managed account ... Read more

Australian Equity, the destination in your global search for yield

REECE BIRTLES | Comments | MONDAY, 7 MAR 2016

The search for stable, predictable returns in the post-global financial crisis world has led many investors to re-evaluate how and where they find ... Read more

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 ... Read more

Investment selection and portfolio rebalancing under managed accounts

MICHAEL HEINE | Comments | TUESDAY, 19 AUG 2014

The benefits of managed accounts become even more evident when advisers need to combine multiple models, which in turn need to be rebalanced regularly ... Read more

My world, my bond

CRAIG SWANGER | Comments | TUESDAY, 19 AUG 2014

Australian investors have less than 1% allocated to corporate bonds directly, a small proportion compared to allocations in every other major developed ... Read more

Rating separately managed accounts

MICHAEL ELSWORTH | Comments | TUESDAY, 19 AUG 2014

This month, Lonsec Research debuts its comprehensive research on five key SMA operators. Michael Elsworth explains the methodology. Lonsec SMA Platform ... Read more

Stop the value leakage: advice options to improve client returns

PHILIP PARKER | Comments | TUESDAY, 19 AUG 2014

A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio ... Read more

Are we there yet?

ANDREW ALCOCK | Comments | TUESDAY, 19 AUG 2014

Australia has been slow to embrace managed accounts despite their roaring success overseas. This white paper explains why and how financial realities ... Read more

Latest News


Sean Fenton back with Sage Capital KANIKA SOOD \| 12:31PM The well-known fund manager is back with two Aussie equities strategies totaling $3 billion in capacity at his new boutique, after resigning from the Tribeca Alpha Plus fund earlier in the year.	UniSuper scolds Aussie equity fundies KANIKA SOOD \| 12:28PM The $80 billion superannuation fund had some strong words for its external Aussie equities managers, saying their general underperformance was a "real disappointment" for the year.

Montgomery to launch small company fund HARRISON WORLEY \| 11:42AM Montgomery Investment Management will launch a small companies fund in a joint venture with fund managers Gary Rollo and Dominic Rose.	MLC shuts down $28m fund KANIKA SOOD MLC has shut down an international equities fund as it faced the prospect of increasing management fees on the relatively small funds under management.

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Peter Chun

General Manager Distribution

FS Managed Accounts

How to drive better client engagement and delivery of financial advice

Managed accounts have existed in various forms for decades but it is only in recent years that new technologies have given birth to the modern managed ...

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Michelle Baltazar

Editor in Chief & Publisher

FS Managed Accounts

Lessons from Dover

There is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email. The sudden shutdown of Dover Financial ...

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John Nicoll

National Sales Manager

FS Managed Accounts

Managed accounts: Who really benefits?

Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...

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Michelle Baltazar

Editor in Chief & Publisher

FS Managed Accounts

When high conviction is the only option

In property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. Our top story on Financial ...

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