Investment Trends

• Fixed interest: Are bonds the key to portfolios again?

  Chris West (Context Capital), Michael Frearson (Real Asset Management), Chris Lioutas (Insight Investment Consultants), and Tim Hext (Pendal Group) provide their outlook for fixed interest over the next 12 months.

• Focused businesses deliver outperformance - International Equities Catergory

  With a view on focused businesses to drive portfolio diversity and outperformance, Franklin Templeton has taken out the 2021 IMAP Managed Accounts Award for International Equities.

   

• Franklin Templeton's Global Growth portfolio wins the 2020 IMAP Award for International Equities

  Franklin Templeton wins the 2020 IMAP Award for International Equitiesfor their Global Growth portfolio. "It’s about doing the little things right and being consistent with what it does" that has seen Franklin Templeton take out the International Equities category.

• Future uncertainty: What are clients asking?

  As the nation battles on with the COVID-19 pandemic, what are clients asking their advisers? Speaking at the IMAP Adviser Roadshow, Steve Aldridge AFP^® and Vincent O’Neill AFP^® share their insights on what clients are telling them and how their businesses are responding.

• Global equities: Identifying the opportunities

  Speaking at the 2022 IMAP Portfolio Management Conference, Francyne Mu CFA (Franklin Templeton) provides her views on the current global environment, and how macro and geopolitical issues will affect Franklin Templeton’s approach to identifying investment opportunities

   

• Globalisation poised to change industry

  IMAP Chair Toby Potter and Peter Worn - Joint Managing Director at Finura Group - provide their key insights from the IMAP InvestTech 2021 virtual conference, including the likely themes that are expected to play out in the industry from 2022 and beyond.

   

• Hard times won’t last forever

  Vincent Holland of Plutosoft explains how, an advisory firm can succeed both now and beyond the COVID-19 crisis.

• Headwinds temper China’s growth

  Geopolitical tensions and the continued rise of China sparked some interesting discussion at the IMAP Portfolio Management Conference 2021. Jesse Imer (Mason Stevens), Jonathan Baird (Western Asset Management) and Nigel Douglas (Douglas Funds Consulting) provide some insights on the challenges facing China over the short-term.

• Illiquid assets: Selection and strategies

  What are the benefits of illiquid assets and how do you access them? discussed by Daniel Choo (Russell Investments), Matthew Swieconek (Findex), and Ryan Synnot (Arrow Private Wealth) at the 2023 IMAP Independent Thought Conference

• IMAP Announces 2020 Managed Account Awards Finalists

  The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single sector asset classes and multi asset class programs delivered as either MDA portfolios of platform based SMAs...

• IMAP announces that Managed Account FUM reached $194.8 bn as at 31 December 2023

  IMAP jointly with Milliman reports that the latest Managed Accounts market data reports that managed accounts FUM reached $194.8 bn as at 31 December 2023 with reported $15bn of inflows and strong investment performance.
  

   

• IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

  IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.
  

   

• IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021

  IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use of Managed Account services by financial advisers’ clients surpasses major milestone.

   

• IMAP announces that Managed Account FUM reaches $131.65 bn on 31 Dec 2021

  IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reached $131.65 bn as at 31 Dec 2021, a new record.

   

• IMAP announces that Managed Account FUM reaches $135.8 bn on 30 June 2022

  Market headwinds in first half of 2022 met by positive inflows resulting in overall growth in Funds under Management in Managed Account services to a record level.
  

   

• IMAP announces that Managed Account FUM reaches $144.5 bn on 31 December 2022

  IMAP jointly with Milliman reports that the latest Managed Accounts market data shows a total of $144.5bn FUM for balance date 31 December 2022 in its 6 monthly long term series. The increase being supported by improved markets and a reported $10bn of inflows.
  

   

• IMAP Awards 2020 recognise excellence in managed accounts

  With over 70 entries across seven categories in the 2020 IMAP Managed Account Awards, judges praised the overall quality of the finalists, with Morgan Stanley Wealth Management Australia taking out the coveted award for Licensee Managed Account and Milliman winning the highly contested Innovation category

• IMAP's Independent Thought - Podcast Series for Advisers about Managed Accounts, Investments, practical applications.
• IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $256.24 bn as at 30 June 2025

  IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $232.77 bn as at 31 December 2024, this is a 6 monthly increase of $27.19 bn since June 2024

   

• Inaugural Digital Wealth Report by Investment Trends

  A key finding of the inaugural Digital Wealth Report released by Investment Trends is that banking relationships are being redefined.