The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry.

Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.

Upcoming events

22
OCT
19

Portfolio Management Conference - Melbourne

Following a successful Conference in Sydney, the IMAP Portfolio Management Conference 2019 series is also taking place in Melbourne.

When: 22 October 2019

When: the Victorian Arts Centre, St Kilda Road

What: new topics, and a great range of speakers.

The theme of the Melbourne conference is Client-Centric Investment Decision Making and focuses on investment decision making across asset classes with the ultimate goal of delivering on clients' investment objectives.

This conference is designed to provide client portfolio investment managers with insights and information that you can use to manage portfolios.
27
NOV
25

IMAP's Managed Accounts Hub Expo

IMAP's Managed Accounts Hub Expo supports the FPA Congress 2019 - Melbourne.

The Congress starts at 1pm on 27 Nov through to 2pm on 29 Nov 2019.. see link below for more details. The venue is the Melbourne Convention & Exhibition Centre located next to the Yarra River in South Wharf. IMAP's Managed Accounts Hub is a great "no pressure" way for advisers and dealer principals to find out more about implementing and operating Managed Account services.

Please support IMAP supporting the FPA by coming and talking with our Managed Account Service providers sponsoring this event.
13
NOV
19

InvestTech 2019 - Save the Date

Each year IMAP hosts InvestTech, where we showcase for a couple of hundred attendees the technology developments which are transforming advice and portfolio management services.

This year for example we’ll be featuring

• Machine learning in a platform near you

• The potential of a data warehouse – for advice businesses

• The emerging advice generation software

• Portfolio analytic tools

• Presentations from IMAP Innovation Awards finalists

InvestTech will be held on 13th November 2019 at the Amora Hotel in Sydney

Early Bird Bookings will open soon




Latest news

10 September 2019

IMAP Milliman Managed Account FUM Census Results as at 30 June 2019

Managed Accounts Grow $9.26bn for first 6 months of 2019 – Net inflows double IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest...

Become an active member of the Managed Accounts community.

IMAP is the Industry Association for advisers and organisations actively involved in offering or supporting Managed Accounts.
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Networking opportunities

Networking opportunities for advisers and dealer groups interested in making Managed Accounts a key part of their practice

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Education and events

Build your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD.

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IMAP directory

The IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts

Dealer Group/Licensees
Subscription to IMAP

$275 (incl GST) p.a.


 For dealer principals, advisers and support staff

Corporate Subscription
to IMAP

$1,100 (incl GST) p.a


 For dealer principals, advisers and support staff

Our sponsors

Principal Sponsor

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Supporting Sponsors

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Contact us

Email
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  Address
Suite 206, Level 2, 165-167 Phillip Street, Sydney NSW 2000