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.
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BetaShares Webinar: Quarterly Economic and Investment Update  Will inflation spoil the equity party? Date: 13 May 2021 | Time: 11:00AM - 11:45AM (AEST)
IMAP Adviser Roadshow 2021 Registrationsnow open
IMAP Adviser Roadshow 2021

Professionalism under Adversity
The speakers at the IMAP Adviser Roadshow will help champion professionalism by sharing their experiences.

Brisbane 11th May 2021

Melbourne 14th May 2021

Sydney 18th May 2021

FASEA CPD Accredited

IMAP Managed Account Awards 2021 Submissions opening soon
IMAP Managed Account Awards 2021 - Submissions Now Open

IMAP is now accepting submissions for the 2021 IMAP Managed Accout Awards (now in its 4th year)

The IMAP Awards aim to recognise the best in class for Managed Account Licencees, Innovators and Investment providers and submissions are welcome from all. Please consider investing your time in preparing and submitting your entry

Whether you are entering for the first time or have entered previously, the IMAP Awards team are here to help.

Please contact the IMAP Events Team by email or phone with any questions

E: awards@imap.asn.au Phone: +61 2 8003 4147

IMAP''s Perth -  Portfolio Managemnt 2021 Registrations now open
IMAP'S inaugural Perth Portfolio Management Conference 2021

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

IMAP inaugural Portfolio Management Conference 2021 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop.

The Conference Program features the best of this IMAP conference's 2 agendas first held in Brisbane & Sydney in Feb / March 2021

FASEA CPD Accredited

Working with not-for-profit clients
on 26 April 2021

Working with not-for-profit clients

Perspectives - Autumn 2021

Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market),...

Managing a wholesale and HNW client base
on 22 April 2021

Managing a wholesale and HNW client base

Perspectives - Autumn 2021

David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High...

Uptake of managed accounts accelerates
on 19 April 2021

Uptake of managed accounts accelerates

Perspectives - Autumn 2021

The appetite of investors and financial planners for managed accounts continues to grow, with new client inflows into managed accounts expected to surge over the next  3 years. 70% of...

Opportunities in Asia
on 08 April 2021

Opportunities in Asia

Perspectives - Autumn 2021

As the world begins to return to some form of normalcy, with the rollout of a COVID-19 vaccine, parts of Asia are re-opening and economic activity is resuming. Along with...

Building a managed accounts program
on 30 March 2021

Building a managed accounts program

Perspectives - Autumn 2021

Angela Ashton (Evergreen Consultants), Justin McLaughlin (ClearView), Martin Crabb (Shaw and Partners) and Paul Saliba (AMP) discuss the challenges of building managed account programs for larger advice businesses. The magic...

Looking for growth in 2021
on 23 March 2021

Looking for growth in 2021

Perspectives - Autumn 2021

In a low interest rate environment, Brad Matthews (Brad Matthews Investment Strategies), Chris Lioutas (Insight Investment Consultants), Jerome Lander (Dynamic Asset/WealthLander) and Alan Logan (Marcona Partners) share their insights on...

Working with not-for-profit clients
on 26 April 2021

Working with not-for-profit clients

Perspectives - Autumn 2021

Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market),...

Managing a wholesale and HNW client base
on 22 April 2021

Managing a wholesale and HNW client base

Perspectives - Autumn 2021

David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High...

Uptake of managed accounts accelerates
on 19 April 2021

Uptake of managed accounts accelerates

Perspectives - Autumn 2021

The appetite of investors and financial planners for managed accounts continues to grow, with new client inflows into managed accounts expected to surge over the next  3 years. 70% of...

Opportunities in Asia
on 08 April 2021

Opportunities in Asia

Perspectives - Autumn 2021

As the world begins to return to some form of normalcy, with the rollout of a COVID-19 vaccine, parts of Asia are re-opening and economic activity is resuming. Along with...

Building a managed accounts program
on 30 March 2021

Building a managed accounts program

Perspectives - Autumn 2021

Angela Ashton (Evergreen Consultants), Justin McLaughlin (ClearView), Martin Crabb (Shaw and Partners) and Paul Saliba (AMP) discuss the challenges of building managed account programs for larger advice businesses. The magic...

Looking for growth in 2021
on 23 March 2021

Looking for growth in 2021

Perspectives - Autumn 2021

In a low interest rate environment, Brad Matthews (Brad Matthews Investment Strategies), Chris Lioutas (Insight Investment Consultants), Jerome Lander (Dynamic Asset/WealthLander) and Alan Logan (Marcona Partners) share their insights on...

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 Listings

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

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