managed account program

  • Beyond SMAs: The next evolution more investors turn to managed accounts

    Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale opportunities.

     
  • Considering REITs for exposure to real assets REITS as real assets in managed accounts

    Mark Mazzarella (Dexus) outlines the key characteristics of REITs, which he believes makes this sector an attractive real assets opportunity for investors

     
  • Making core and satellite work core and satellite investments in managed accounts

    Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio

     
  • Managing the program strategies for developing and overseeing a successful managed accounts program

    John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.

     
  • Retirement portfolios: Solutions for a new world considerations for advisers to help them navigate the complexities of retirement planning

    Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.

     

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