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.
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.
Fixed Interest Investing – Where to Now?
Mason Stevens and Real Asset Management
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...
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)...
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...
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...
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...
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.
Education and events
Build your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD.
IMAP Directory Listings
The IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts