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 profession.
Upcoming events
IMAP Portfolio Management Conference 2021
In 2021 at our first live conference, the IMAP Portfolio Management Conference, our industry experts will delve into the practicalities in making investment choices in the context of the current global market backdrop.
In Sydney we will focus on Asset Allocation and in Brisbane the focus will be Security Selection.
Sydney 23 Feb 2021 – face to face in person
Brisbane 2 Mar 2021 – face to face or live streamed
Perth – deferred to 1 June 2021, subject to open border
This Conference is CPD Accredited
Thinking outside the box with non-traditional investment strategies
Speaking at a recent IMAP webinar, Nigel Crampton, Peter Tiffin and Andrew Lowe explored some non-traditional approaches to portfolio construction for delivering income to investors. The webinar was part of...
Four key regulation issues facing advisers
The IMAP Regulatory Group is currently focusing on a range of issues impacting the managed accounts sector. The Chair of the IMAP Regulatory Group, Jenny Mulders, outlines four of these...
Investing in China: Friend or foe?
Speaking at a recent IMAP webinar on international equities, Lachlan Hughes CFA (Swell Asset Management), Mark Arnold (Hyperion Asset Management), Tom King (Nanuk Asset Management), Francyne Mu CFA (Franklin Templeton)...
5 key areas for overseas investing
Speaking at a recent IMAP webinar on ‘Considerations for licensees in international investing’, Nathan Lim Morgan Stanley's Head of Wealth Management Research Australia, reveals the 5 key areas that investors...
Pathway to Great Investment Governance
Dr Isaac Poole believes great governance is critically important for any financial planning business wanting to implement a managed accounts solution. He spoke recently about investment governance at an IMAP...
A collaborative future - InvestTech 2020
Speaking at the IMAP InvestTech 2020 conference, Franklin Templeton’s James Verner and Quantifeed’s Alex Ypsilanti explain how through business collaboration, they have been able to build a sustainable business model...
Thinking outside the box with non-traditional investment strategies
Speaking at a recent IMAP webinar, Nigel Crampton, Peter Tiffin and Andrew Lowe explored some non-traditional approaches to portfolio construction for delivering income to investors. The webinar was part of...
Four key regulation issues facing advisers
The IMAP Regulatory Group is currently focusing on a range of issues impacting the managed accounts sector. The Chair of the IMAP Regulatory Group, Jenny Mulders, outlines four of these...
Investing in China: Friend or foe?
Speaking at a recent IMAP webinar on international equities, Lachlan Hughes CFA (Swell Asset Management), Mark Arnold (Hyperion Asset Management), Tom King (Nanuk Asset Management), Francyne Mu CFA (Franklin Templeton)...
5 key areas for overseas investing
Speaking at a recent IMAP webinar on ‘Considerations for licensees in international investing’, Nathan Lim Morgan Stanley's Head of Wealth Management Research Australia, reveals the 5 key areas that investors...
Pathway to Great Investment Governance
Dr Isaac Poole believes great governance is critically important for any financial planning business wanting to implement a managed accounts solution. He spoke recently about investment governance at an IMAP...
A collaborative future - InvestTech 2020
Speaking at the IMAP InvestTech 2020 conference, Franklin Templeton’s James Verner and Quantifeed’s Alex Ypsilanti explain how through business collaboration, they have been able to build a sustainable business model...
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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Education and eventsBuild 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 ListingsThe 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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