Upcoming events

Free Webinar - Have Managed Accounts made a Difference Through these Times?

During periods of market turmoil clients want reassurance about how their portfolios are tracking. Jono Bayes of May Road Portfolios will moderate presentations by Piers Bolger of Viridian Advisory (Winner of the IMAP Managed Award - Licensee Category 2019) and Chamath De Silva (Portfolio Manager, BetaShares).

They will discuss;

• How the Managed Account client experience compares with the adviser implemented experience
• What the feedback has been from clients
• A framework to consider when seeking to undertake dynamic asset allocation to generate alpha or manage downside risk
• The efficient access to hedging, thematic, currency and intra-asset class exposures that allow for better portfolio outcomes
• Examples of how portfolios have been managed from February 2020 onwards, and how they have been able to implement tactical decisions
• Looking forward, how portfolios are now positioned and how this is communicated to clients


This webinar is FASEA CPD Accredited

IMAP Managed Account Awards 2020

Important. Submissions Closing extended to 26 June 2020

Get recognised for your Managed Account! categories for Licensees, Investment & Innovation Success in the Awards will demonstrate to your staff, advisers and clients what it is that sets your services apart and you’ll have the logos and trophy to prove it. Enter the IMAP Managed Account Awards now - submissions now closing 26 June 2020. Awards Cocktail event on 27 August 2020 at the Marriott Hotel Sydney.

InvestTech 2020 "Spolit for Choice - Beset by Risk"

Save this date - on 10th Sept 2020 IMAP's InvestTech conference again brings a focus on the latest developments in the technology pillar of managed accounts.

This year's theme is "Spolit for Choice - Beset by Risk" Please join us as our presenters take us through ways to successfully apply technology to deliver improved service to financial advisers for the benefit of their clients.

Registrations will be opening soon for conference attendees

If you wish to participate in InvestTech as a technology or service provider, please contact Jane McIlroy - IMAP Events Director
P: 0411 420 180 E: jane.mcilroy@imap.asn.au