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 figure to operate a profitable and efficient managed accounts program within a large advice business is...

In a wide ranging discussion on Asian equities at the 2022 IMAP Portfolio Management Conference, Dr Joseph Lai (Ox Capital Management), Rizi Mohanty (FSSA Investment Managers), and Dr Isaac Poole CIMA^® (Oreana Financial Services) share their thoughts on Asia emerging markets, with a particular focus on China

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

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.

Inflation is the talk of the town. The current spike in inflation has been driven by a number of factors - supply chain disruptions, QE, and geopolitical tensions. But just how long will inflation last and how is it impacting the portfolio management process? Alex Ventelon (Morgan Stanley), Aman Ramrahka (Morningstar), and David McDonald (IMAP) seek to answer these questions at the 2022 IMAP Portfolio Management Conference

In a wide ranging discussion on real assets at the 2022 IMAP Portfolio Management Conference, John Julian (AMP Capital) and Dan Cave (Zenith Investment Partners) consider the role of infrastructure in portfolios, particularly as a defence against inflation.

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.

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.

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.

Dale Holmes (Spire Capital), Shane Hawke (Oreana Portfolio Advisory Service) and Brad Matthews (Brad Matthews Investment Strategies) examine the options and merits of allocating illiquid assets in managed accounts at the 2022 IMAP Portfolio Management Conference.

By understanding the world’s megatrends, financial advisers and portfolio managers can better equip themselves to build portfolios that meet the investment objectives of clients. Monik Kotecha (Insync Funds Management) shared his insights on these megatrends at the 2022 IMAP Portfolio Management conference

Speaking at the IMAP Portfolio Management Conference 2021, Al Clark (MLC), Piers Bolger (Infinity Asset Management/Viridian Advisory) and Michael Karagianis (JANA) explore the challenges of asset allocation in a low interest rate environment.