IMAP (The Institute of Managed Account Professionals)

Our goals are to provide information, education and representation to advisers, investment managers, platforms and  managed account service providers to build a better industry.
8
Apr
2020

Free Webinar - Real Assets & Infrastructure in a Managed Portfolio

This webinar will look at the nature and evolution of infrastructure investments, and consider how these assets should be classified in a portfolio. Tim Wong CFA of Morningstar and Trent Koch of First Sentier will discuss the benefits and any risks different infrastructure investments can bring to a portfolio and look at how to pick infrastructure managers.

FASEA CPD Accredited
24
MAR
20

IMPORTANT - IMAP's Adviser Roadshow 2020 - Sydney Melbourne

Updated 24 March 2020..... Due to Corona Virus IMAP will shortly announce the details for on-line delivery of IMAP's Adviser Roadshow (replacing the physical events in Sydney and Melbourne). More information from IMAP soon
26
MAR
20

IMPORTANT - IMAP Awards 2020

Updated 26 March 2020..... Due to Corona Virus IMAP advises that the closing date for submissions is extended to a date in June 2020 to be advised. Likewise the subsequent dates including presentations, Finalists and Awards Presentation function are moving out and will be advised in due course... More information to follow
ASIC suspends work on MDA consultation paper
on 24 March 2020

ASIC suspends work on MDA consultation paper

Perspectives - Autumn 2020

ASIC has announced that as at 23 March 2020 it has immediately suspended a number of near-term activities which are not time-critical, including a consultation paper on Managed Discretionary Accounts...

Investors turn to managed products
on 23 March 2020

Investors turn to managed products

Perspectives - Autumn 2020

The outlook of Australian investors for domestic stocks remains subdued in the opening months of 2020, despite the market’s strong performance in 2019. According to findings from the Investment Trends’...

IMAP Milliman Managed Account FUM Census Results as at 31 December 2019
on 23 March 2020

IMAP Milliman Managed Account FUM Census Results as at 31 December 2019

Perspectives - Autumn 2020

Latest FUM census shows Managed Accounts hold $79.29 bn as at 31 Dec 2019 IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest...

No retirement for investments
on 18 March 2020

No retirement for investments

Perspectives - Autumn 2020

Managing a retirement portfolio for income and growth can be tricky in a low return market, especially if you are reliant on that income. Kris Walesby believes a diversified approach...

Coronavirus: What should advisers and managers do next?
on 18 March 2020

Coronavirus: What should advisers and managers do next?

Perspectives - Autumn 2020

As the coronavirus pandemic hits many countries and businesses hard, Chris Addy CEO - Castle Hall Diligence provides some timely tips to help financial advisers and investment managers navigate this...

Innovation and your advice business
on 17 March 2020

Innovation and your advice business

Perspectives - Autumn 2020

Adam Pointon highlights three key factors that advice firms can implement relatively easily and that could have a marked impact on innovation within your practice.

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

$550 (incl GST) p.a.


 For dealer principals, advisers and support staff

Corporate Subscription
to IMAP

$1,650 (incl GST) p.a


For investment managers, MDA licence holders, software providers, administrators, legal firms and other service providers.

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