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.
connect to IMAP's linked in page and follow for news, updates and videos
IMAP Portfolio Management Conference 2021 Sydney and Perth

IMAP Portfolio Management Conference 2021

Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"

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
on 08 December 2020

Thinking outside the box with non-traditional investment strategies

Perspectives - Summer 2021

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
on 17 November 2020

Four key regulation issues facing advisers

Perspectives - Summer 2021

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?
on 02 November 2020

Investing in China: Friend or foe?

Perspectives - Summer 2021

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
on 29 October 2020

5 key areas for overseas investing

Perspectives - Spring 2020

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
on 26 October 2020

Pathway to Great Investment Governance

Perspectives - Spring 2020

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
on 20 October 2020

A collaborative future - InvestTech 2020

Perspectives - Spring 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
on 08 December 2020

Thinking outside the box with non-traditional investment strategies

Perspectives - Summer 2021

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
on 17 November 2020

Four key regulation issues facing advisers

Perspectives - Summer 2021

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?
on 02 November 2020

Investing in China: Friend or foe?

Perspectives - Summer 2021

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
on 29 October 2020

5 key areas for overseas investing

Perspectives - Spring 2020

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
on 26 October 2020

Pathway to Great Investment Governance

Perspectives - Spring 2020

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
on 20 October 2020

A collaborative future - InvestTech 2020

Perspectives - Spring 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.
icon network

Networking opportunities

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

icon education

Education and events

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

icon directory

IMAP Directory Listings

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.

Our sponsors

Principal Sponsor

Image

Supporting Sponsors

Image
Image
Image
Image
Challenger
Image
Image
Image
Image
Image
Image
Image
Mason Stevens
Image
Image
Image
Image
Image
Resolution Capital
Image
Image

Contact us

Email
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Phone
0414 443 236
 

 

  Address
Suite 404, Level 4, 165-167 Phillip Street, Sydney NSW 2000