Sumitomo Mitsui DS Asset Management Launches SMDAM Ares ESG Enhanced Global High Yield UCITS Fund
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CFS Edge, a platform for financial advisers, has added six Morningstar Separately Managed Accounts (SMAs) to its offering. The addition aims to enhance the time-saving benefits and efficiency of the platform. The SMAs on Edge are designed to deliver efficient portfolio implementation and transparency of investments. The platform features two-way integration with financial planning software and plans to include other technology providers in the future .
Separately managed accounts (SMAs) are gaining popularity among wealthier clients, according to a report by Hearts & Wallets. The ownership of SMAs has risen from 13% in 2020 to 22% in 2022, while mutual fund ownership has only slightly increased from 38% to 39% during the same period. The rise in SMA ownership is most significant among hou...
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