Jayson Forrest

  • 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) and Monik Kotecha (Insync Funds Management) provided their views on the opportunities and threats of investing in China.

  • Investors turn to digital solutions

    Irene Guiamatsia

    At the end of 2020, the number of active retail online investors in Australia reached a new high of 1.25 million, highlighting a trend that has seen the retail investing market continue to grow, as Australians responded to changing macro conditions and embraced new digital investing solutions.

  • InvestTech 2020 - The licensee and technology

    Speaking at the IMAP InvestTech 2020 conference, the Chief Operating Officer at LaVista Licensee Solutions, Tanya Seale, explains the role of the licensee with technology for an advice business...a licensee that embraces technology, can use that technology to streamline its business, while removing many pain barriers that advisers might experience when using technology. 

  • Judge provides IMAP Awards insights

    With the deadline for submissions for this year’s IMAP Managed Account Awards closing on 26 June 2020, one of this year’s judges has provided some valuable insights into the overall criteria and judging process for these prestigious awards

  • Listed real assets as an inflation hedge

    Speaking at the 2022 IMAP Portfolio Management Conference, Jan de Vos (Resolution Capital) and Dan Cave (Zenith Investment Partners) consider the role of real estate and property in portfolios in an inflationary environment.


  • 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 growth opportunities for portfolios.

  • Managed accounts get tick of approval

    Over the last five years, the number of financial advisers recommending managed accounts has doubled from 22 per cent to 44 per cent, with a further 26 per cent thinking of adding this investment solution to their advice offering


  • 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 Net Worth client base


  • Many shades of green to ESG

    Applying ESG and ethical frameworks within a portfolio, without compromising returns, might sound difficult. But for Karen McLeod CFP® (Ethical Investment Advisers), Dan Powell (Nanuk Asset Management), Leah Willis (Australian Ethical) and Jason Todd (Macquarie), investing ethically is not as hard as it seems.

  • Morgan Stanley Wealth Management Australia secures the coveted 2020 IMAP Award for Licensee Managed Account category

    Providing an investment solution that is fit-for-purpose for its clients has landed Morgan Stanley Wealth Management Australia the coveted 2020 IMAP Award of Licensee Managed Account category

  • News

  • 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 the vaccination rollouts, a rising U.S. Treasury yield and persistent sector rotation, Fidelity International’s Paras Anand identifies the key drivers in Asia for Q2. 

  • Pathway to Great Investment Governance

    Dr Isaac Poole is Global Chief Investment Officer at Oreana Portfolio Advisory Services

    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 webinar on ‘Building an effective client solution through SMAs and MDAs.


  • Perspectives


  • Perspectives - Spring 2017


    Chairman's report: Managed accounts approach $50b – What next? Toby Potter says that IMAP has just released its third study into the size of the managed accounts market and he has counted $48 billion in FUM from the survey responders.

    Managed accounts growing over 25%pa Funds under management for managed accounts in Australia now stand at $47.97 billion – an increase of $8.88 billion in the six months from 31 December 2017.

    LMDA advisers face a drop dead date When ASIC released the update in the Class order in September 2016, it gave advisers who had been using the No Action letter, a two year transition period to move to an alternative approach to providing their services to advisers.

    ANZ Wealth adds SMAs to Grow Wrap platform ANZ Wealth has introduced Separately Managed Accounts as part of its Grow Wrap investment platform, which it says will provide greater flexibility for investors. 

    Technology struggles to keep up with planner needs Financial planners’ needs are evolving, but technology providers are struggling to keep pace. This was one of the key findings to come out of the Investment Trends 2017 Planner Technology Report, now in its 14th year.

    Aladdin powering risk management Speaking at the August IMAP Dealer Investment Forum, Josh Persky (BlackRock) provided an informative presentation on risk management and how BlackRock uses its risk analytics tools in monitoring and managing multiple risk parameters within its Australian managed account model portfolios.

    PI insurers: Putting your best foot forward IMAP’s MDA Forum in August provided managed account professionals with interesting insights from a lawyer and insurer in relation to professional indemnity (PI) insurance for MDA providers working in the managed accounts sector.

    The key lessons learnt Perspectives asks two industry professionals Chris Willaton and Stephen Romic some intriguing questions...

    Maximising the managed account opportunity Sherise Mercer shares her insights on how to build managed accounts into a financial advisory business.

    MDAs: The right DNA Managed accounts are part of the DNA of Lighthouse Capital. Julia Schortinghuis talks to Jayson Forrest about the efficiencies and time-savings that managed accounts have brought to the business.

    Through the managed accounts lens - Managed accounts: $60b by 2020 In officially opening IMAP’s Portfolio Management conference on 24 July, IMAP chair Toby Potter said the theme of the conference – Through the Managed Accounts Lens – was chosen to reflect the rapid growth and interest in managed accounts by the financial services sector.

    Through the managed accounts lens - Listed investment choices: Transforming managed account investing Advancements in technology has been a “great enabler” for listed investment products, effectively making the ASX an ideal platform for advice solutions.

    Through the managed accounts lens - Meeting retirement income objectives With global populations ageing rapidly, and with one-in-four Aussies estimated to be over the age of 65 by 2050, there are tremendous opportunities for managed accounts to meet the specific retirement income needs of retirees in the years ahead.

    Learning the hard way Paul Saliba and Justin McLaughlin share their insights with Laird Abernethy on the investment lessons learnt in establishing and running managed accounts in a business.

    Goals-based advice and managed accounts Gareth Jakeman and Thomas Bignill talk to Rebecca Jacques about how to make goals-based advice work with managed accounts.

    Transitioning from model portfolios to an SMA Over the past few years, we have seen a material increase in the interest and take up of managed accounts, such as separately managed accounts (SMAs), by dealer groups and financial advisers.


  • Perspectives - Summer 2017

    2 approaches to technology – 2 business models Toby Potter says that one of the key drivers of the development of managed accounts is the availability of the technology that makes it possible to manage hundreds of portfolios based on predetermined portfolios.

    Working group established to develop data standards IMAP has announced the establishment of an ‘industry working group’ to develop data standards for the exchange of managed account model data.

    14 hours per week saved using Managed Accounts Advisers using managed accounts are saving on average, 14.4 hours per week in administration and compliance work, according to new research by BT.

    Aussie fintech adoption 5th in world Australia’s fintech adoption rate is ranked fifth in the world, with an adoption rating of 37 per cent – up 24 per cent from two years ago. This puts Australia behind China (69%), India (52%), U.K. (42%) and Brazil (40%)…

    Demand for advice high as client numbers fall While the demand for advice from financial planners is at a record high, the number of Australians using them has dropped by 25 per cent to 2.2 million active clients in just 10 years – down from three million in 2007.

    Client engagement remains key With over 10 years’ experience in implementing asset class models and multi-sector portfolios on behalf of IFAs across multiple managed account platforms, who better to share his insights on the important considerations for any business transitioning across to a managed account business model than DFS Portfolio Solutions principal, Stephen Romic.

    Birth of the hybrid investor As the new age of investing emerges, advisers are forced to embrace ‘disruption’ and move towards digitalisation. It’s time to meet the more engaged consumer; the ‘hybrid’ investor, says Arnie Selvarajah.

    A different perspective When it comes to rolling out a managed accounts offering, Phil Smith wishes he had done it years ago. Jayson Forrest talks to him about the challenges involved.

    Choosing a Managed Account: What you need to know Toby Potter and Angela Ashton explain the four elements that make up a managed account and the importance of understanding how each element interlocks with the others.

    Managed Portfolios: A sound investment in your clients and your business Hub24 considers the growing trend of managed portfolios overseas and the significant benefit they offer clients, advisers and practice staff.

    What open platforms mean for the future of advice John Kim shares his views on how tomorrow’s platforms will further evolve the role of financial advisers and portfolio management. Since they entered the market more than 17 years ago, platforms have evolved considerably.

    The power of connecting Martin Morris discusses the importance of keeping your business healthy and keeping your clients engaged in today’s digital world. Technological innovation is driving change across all businesses globally, specifically in how a business deals with its customers.

    The future of managed accounts Over the past 10 years, the managed accounts sector has established itself as a major participant in the Australian financial services industry. As Matt Heine writes, the next five years will see this sector come of age, where new entrants, new technologies and new consumer habits will shape and evolve managed accounts to be mainstream in financial service practices.

    Amazon: May the best prepared win Andrew Stanley (Ralton Asset Management) says that Amazon’s planned entry into the Australian market has generated intense speculation about the outlook for incumbent players.


  • Portfolio management in an inflationary environment

    How do portfolio managers and advisers transition portfolios to a higher interest rate environment? Brad Matthews (Brad Matthews Investment Strategies), Brendan Paul (Atrium Investment Management), and David Cohen (Evergreen Consultants) discuss the implications of inflation and interest rate rises on portfolios.


  • Revolution and evolution in ESG

    A roundtable of investment professionals discussed their environmental, social and corporate governance (ESG) considerations when building managed account portfolios. The discussion was led by Peter Wilson (Strategic Wealth), Deanne Baker (Lonsec) and John Woods CFA (Australian Ethical)..


  • Safeguarding the greenness of ESG

    The regulatory landscape of ESG is changing rapidly. At the IMAP InvestTech 2021 conference, Stuart Alsop of FE fundInfo took a deep look at the regulatory landscape - both here and overseas - and explains where the industry needs to go with ESG disclosure.


  • Strong stewardship delivers results - Multi Asset Category

    A focus on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.


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