managed accounts

We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested, through all market conditions. In the Australian market, Milliman's SmartShield stands unique among more than 3,700 funds management products.

"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’.
Here are the Good, the Bad, and the Ugly asset classes for 2023." says Ashley Owen.

Following Perpetual Corporate Trust’s appointment as the responsible entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since May 2019, with initial commitments greater than $150 million.

Speaking as part of an IMAP MDA360 webinar series sponsored by Mason Stevens, Jesse Vermiglio Partner - Holley Nethercott & Stephen Hughes, AJ Gallagher discussed the aspects of Professional Indemnity insurance for MDA Providers & Advisers.  

Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit option

Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

Jeff Mitchell (Infocus) and Chris Willaton (Akambo) talk about the implementation and resourcing of a portfolio management capability both within and outside of an advice business

Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

Speaking from a managed accounts perspective, Darren Beesley (Evidentia Group), Michael Karagianis (JANA), and Frank Danieli (MA Financial Group) examine where private credit is heading over the next few years.

Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital)

discuss their approaches to providing investors with solutions to access opportunities in private market equities.

AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in adviser portfolios</>P

Ari Rajendra (S&P Dow Jones Indices) and Toby Potter (IMAP) discuss the ways in which private markets can be measured and assessed to create greater transparency in these assets.

Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios

The IMAP Regulatory Group was invited to participate in an open forum with ASIC, based on the surveillance ASIC conducted during 2019 on platform operators, SMA and MDA providers. PLease read on for an update as at March 2020.

With strong regulatory headwinds likely to continue for the financial planning profession, unless business owners can quickly develop a very clear plan to address the key issues in their firm, sustained success remains uncertain.

Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing portfolios.

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AMP Advice has launched Australia-first solution for democratising access to managed portfolios