IMAs and SMAs explained
Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) enable clients to…
Managing equities portfolios with large CGT issues
One of the difficult problems an advisor has to contend with is dealing with large CGT issues in a…
Global SMA portfolios provide a direct investment diversification alternative
With the Australian share market representing only 1.7%* of global share market value and being…
A symbiotic relationship – Value Investing and the SMA
Combining the benefits of Separately Managed Accounts (SMA) with a disciplined Value Investing…
PPM Global Equities Growth SMA finalist for IMAP 2019 Managed Account Awards
PPM’s Global Equities Growth SMA has been announced as a finalist for the IMAP 2019 Managed Account…
Portfolio diversification with consistent long-term performance – the PPM Global Equities SMA
Private Portfolio Managers (PPM) has been managing equity portfolios for over 20 years. This…
Telstra and its dividend outlook
PPM has held the view that Telstra is very well place in the Australian telecommunications industry…
Accessing Global Markets through a PPM SMA returns 17%*
With the small size and lack of diversity of the Australian sharemarket, investors need to look…
IMAs & SMAs meet the demands of SMSF trustees for direct international equities portfolios
Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) enable trustees of…