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 Specialist Series: Zero Rates – what they mean for Managed Accounts
IMAP is delighted to have Michael Karagianis of JANA Investment Advisers moderating the 3 part series.
Nov
2020
IMAP Specialist Series: Zero Rates – what they mean for Managed Accounts Session 1
Monday 23 Nov 12pm AEDTDefensive Assets – Can Traditional Goals Still be Met?
BetaShares and MLC
Nov
2020
IMAP Specialist Series: Zero Rates – what they mean for Managed Accounts Session 2
Wed 25 Nov 12pm AEDTFixed Interest Investing – Where to Now?
Mason Stevens and Real Asset Management
Nov
2020
IMAP Specialist Series: Zero Rates – what they mean for Managed Accounts Session 3
Fri 27 Nov 12pm AEDTDefensive Portfolio Goals - Other Strategies
Challenger, Milliman and Ironbark
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...
A New Rebalance InvestTech 2020
With over 20 years’ experience in financial services, Shannon Bernasconi WealthO2’s Managing Director and Co-founder is excited by how technology innovation is shaping the future of advice and the development...
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 |
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