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 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 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 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
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
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
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
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
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
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
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
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
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
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
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
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.
 |
Education and eventsBuild your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD. |
 |
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.
Our sponsors
