Investment

Investment Articles

Understanding the difference between an MDA, SMA and IMA

ROBERT STANDING | Comments | MONDAY, 18 OCT 2021

Managed discretionary accounts (MDAs), separately managed accounts (SMAs) and individually managed accounts (IMAs) are all managed investment vehicles with some similarities. However, it is important ... ... Read more

How to ready your business for managed accounts

JASON KOMADINA | Comments | MONDAY, 19 JUL 2021

Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition and align business ... ... Read more

What works when inflation hits?

TEUN DRAAISMA | Comments | THURSDAY, 10 JUN 2021

Over the past three decades, a sustained surge in inflation has been absent in developed markets. Today, inflation risk has increased. As a result, many investors are faced with the challenge of having ... ... Read more

The case for alternatives

MARTIN KOFOED | Comments | MONDAY, 17 MAY 2021

What are alternatives? Alternatives refer to a wide range of investment assets that do not fit into the standard asset classes of equity, property, fixed interest, and cash. To help clarify this rather ... ... Read more

Investment ideas for the next 12 months

YORAM LUSTIG , MICHAEL WALSH | Comments | TUESDAY, 16 MAR 2021

The year 2020 proved to be particularly challenging for investors as the COVID-19 pandemic upended growth expectations and generated unprecedented policy responses. Investors will remember 2020 with ... Read more

Staying the course with SMAs

EYLEM KAMERAKKAS | Comments | TUESDAY, 19 JAN 2021

Managed accounts are increasingly being used by advisers because they provide choice and flexibility for their clients and compliance-friendly ways for them to access optimal service providers, platforms ... ... Read more

All hands on deck

BENJAMIN COOMBS | Comments | FRIDAY, 18 DEC 2020

The last six months have thrown the financial advice industry into a storm that was impossible to anticipate. This paper offers various perspectives from Elston Asset Management's (EAM) team as it navigated ... ... Read more

Developing efficiencies via managed accounts

MARK JOHNSTON | Comments | MONDAY, 16 NOV 2020

Financial advisers' use of managed accounts continues to grow from strength to strength. The perceived suitability of managed accounts continues to broaden, with more advisers saying they see these ... ... Read more

Transitioning to managed accounts

MARTIN MORRIS | Comments | MONDAY, 19 OCT 2020

Completing a successful transition to managed accounts can be a difficult and, at times, quite a confronting experience. The transition journey isn't as simple as the traditional experience of moving ... ... Read more

Platforms and responsible investing

HUB24 PTY LTD | Comments | MONDAY, 14 SEP 2020

This paper brings together the perspectives gathered by HUB24 of financial advisers, investment managers and research houses who have provided their thoughts on the state of the market, how they are ... Read more

Realising the benefits of managed accounts

JASON KOMADINA | Comments | TUESDAY, 18 AUG 2020

Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. It's a process that involves defining the firm's value proposition ... ... Read more

Opportunity is ripe for active managers

SINEAD RAFFERTY | Comments | FRIDAY, 19 JUN 2020

The recovery we have seen in the share markets since the low on 23 march 2020 has been the fastest rebound in history. Yet the economic data has been dire, with unemployment rising rapidly and both manufacturing ... ... Read more

Investor behaviour in a time of financial market crisis

JOHN DYALL | Comments | WEDNESDAY, 20 MAY 2020

Investments held within managed accounts can include direct domestic and increasingly international equities, directly held fixed interest securities, listed investment companies (LICs), model port- ... Read more

The advantages of multi-asset managed accounts

GLEN HOLDER | Comments | FRIDAY, 24 APR 2020

The business efficiency benefits of multi-asset managed accounts for advice businesses are widely known. When these advantages are also on-shared with the end client, multi-asset managed accounts represent ... ... Read more

Future proofing with SMAs

EYLEM KAMERAKKAS | Comments | TUESDAY, 26 NOV 2019

Currently Australians invest $62.1 billion through managed accounts - with uptake among financial advisers having doubled over the past five years. As advisers become more comfortable with these products ... ... 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 ... ... 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 ... ... 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 particularly prevalent in Australia; self-managed superannuation ... ... 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 as well as delivering quality financial product ... ... 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 to miss out on the subsequent rebound. Or worse ... ... 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 forum for the exchange of ideas. Their ideas stemmed ... ... 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 insurance industry. Fifteen years later, in January 2009 ... ... 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 are becoming more widely understood in Australia. ... 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 platforms has opened the door for many investors to access ... ... 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 income. In this global quest for yield, there are very ... ... 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 Smart Beta and Managed Accounts work so well together. ... 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, writes Michael Heine. The financial services industry ... ... 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 market. Craig Swanger gives five reasons why the ... ... 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 Rating and our review assesses an 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 management in the long term. When I first started managing ... ... 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 since the GFC could change that. Gaining access to ... ... Read more

Latest News


Macquarie AM acquires alternative investment group ELIZABETH MCARTHUR Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds.	Pinnacle backs investment platform ELIZABETH MCARTHUR Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.

Ex-Pengana staff launch boutique KARREN VERGARA Five former Pengana staff members have emerged to launch the boutique, Pella Funds Management.	Superhero offers access to Bitcoin ETF ELIZABETH MCARTHUR Investing platform Superhero announced the availability of the first Bitcoin ETF to Australian investors, after it listed in the US yesterday.

Videos

Brought to you by

Investing for income and growth

FS Aspire CPD - discover your professional potential

Along the Road to Recovery: Australia's economic rebound following the impacts of the Covid-19 economic hibernation

Advisers Big Day Out 2021 | Highlights

Sometimes, less is more

MORE VIDEOS ►

Get it Monthly

Read the latest news and white papers. Get the FS Managed Accounts Monthly Newsletter.

Cover Story

MORE STORIES ►

Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Jesse Imer Fixed Income Investment Strategist Mason Stevens	Tom Glynn Head of Wholesale DNR Capital	Bronwyn Yates Director, Head of Adviser & Intermediary Distribution Russell Investments	Philip Pilgrim General Manager - Partnerships and Distribution Implemented Portfolios Pty Ltd
Managing fixed income portfolios	Opening the door for tailored ESG solutions	Real-time adaptability: the secret sauce of managed accounts	IMAs and the rise of the personalised portfolio
"Lower for longer" - central bank monetary policy "There's no income in fixed income" "How can bond yields move any lower?" ...	Managed accounts are an increasingly popular vehicle with financial advisers as a way to structure their clients' investment portfolios, offering ...	Managed accounts have proven to be one of the most impactful innovations to hit the wealth industry in recent times. Advisers appreciate managed accounts' ...	When you look back at the history of financial advice, investment management has an interesting story to tell and it's a story that has still got ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

NOV

Sustainable Impact Investing Webinar

►

NOV

Best Practice Series: Retirement Income Forum

►

NOV

Best Practice Series: Managed Accounts Forum

►

DEC

Best of the Best Awards

►

FEB

Chief Economists Forum

►

Your Opinion

MORE POLLS ►

Which managed account structure do you prefer?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

ACCESS MORE CONTENT

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

The Journal of Superannuation Management.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► AFSL Support Services	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing

► Research Houses

Investment Articles

Investment Articles

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Managing fixed income portfolios

Opening the door for tailored ESG solutions

Real-time adaptability: the secret sauce of managed accounts

IMAs and the rise of the personalised portfolio

Industry Events

Your Opinion

Which managed account structure do you prefer?