News & Insights

Praemium's latest PDS update reflects it wider range of investment options including the launch of term deposits.

Praemium's SuperSMA Trustee Diversa has changed ownership.

Praemium, the next-generation investment platform, is pleased to announce a partnership with asset managers King & Shaxson, to provide their ESG/Ethical Discretionary Managed Portfolio Service on the Praemium platform.

Praemium’s platform offers numerous tools and functionality to assist you in navigating your clients through this difficult market period while providing a high level of service and engagement.

The current turbulent times have abruptly pushed most advice practices to working from home. As many navigate what this means for their day-to-day administration, technology and staff management, the biggest challenge is maintaining high levels of service. Clients are looking for constant communication and reassurance, and they need this exceptional service delivered 100% remotely. Thankfully, technology is at a stage where all of this is very possible and offers the potential for some positive long-term changes that will benefit your business long after the presence of COVID-19 has dissipated.

Praemium's Martin Morris discusses the statistical research on advice practices using managed accounts and the impact this is having on their practice in regard to client retention, client acquisition, business productivity and profit compared to their peers not using managed accounts.

With the presence of COVID-19 worldwide, our CEO Michael Ohanessian discusses how we are supporting our clients through these turbulent times and our BCP procedures.

Praemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, ethical investment terminology, the screening processes involved and the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk.

In our latest episode Praemium's Damian Cilmi talks to Marco Sepulveda of Sustainalytics about their ESG research, how negative screening works and Praemium's new ESG customisation screening.