model portfolios

Funds management

Market volatility to carve out winners and losers: Zenith

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

Financial planning

Advisory firms best able to weather fee pressures

Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...

Financial planning

Consistency benefits prompt increased use of model portfolios

Fund selectors foresee using more model portfolios with clients in the future with over half saying they offer them a more consistent client experience, according to Nati...

Financial planning

Advisers can deepen client relationships with model portfolios

Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....

Funds management

Morgan Stanley retreats from UK investment over Brexit

Brexit is making the UK ‘uninvestable’ according to Morgan Stanley’s head of wealth management research Nathan Lim....

People & Products

Quay appoints analyst, RE fund added to BT platforms

Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...

People & Products

ACBC releases two XTB unit model portfolios

The Australian Corporate Bond Company has released two XTB unit model portfolios due to adviser demand for simplified corporate bond exposure....

Financial planning

New XTB models to simplify corporate bond exposure

Two new XTB model portfolios have been introduced to provide advisers with a way to manage the fixed income part of their business and ride out volatility....