News News, updates and perspectives on managed accounts Search 19 November 2023Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?Perspectives - Spring 2023Read More19 November 2023Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day? Perspectives - Spring 2023Read More03 November 2023Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions risePerspectives - Spring 2023Read More26 October 2023Australia -vs- rest of the world on Inflation & Interest ratesPerspectives - Spring 2023Read More23 October 2023Update October 2023: Three quarter time score check: 2023 a low-scoring yearPerspectives - Spring 2023Read More20 October 2023Allocating to property and infrastructurePerspectives - Spring 2023Read More20 October 2023Infrastructure: A pathway of growth and returnsPerspectives - Spring 2023Read More19 October 2023Sound fundamentals of propertyPerspectives - Spring 2023Read More04 October 2023Infrastructure: The risk/reward pay offPerspectives - Spring 2023Read More03 October 2023Positioning portfolios for inflationPerspectives - Spring 2023Read More03 October 2023Do alternatives still have a key role in portfolios?Perspectives - Spring 2023Read More02 October 2023Property strategies in challenging timesPerspectives - Spring 2023Read More02 October 2023International equities: Do they remain a key driver of returns?Perspectives - Spring 2023Read More02 October 2023‘Frankly my dear . . . we need to include Franking Credits in reporting and portfolio planning’ Here’s what they’re worthPerspectives - Spring 2023Read More25 September 2023Fixed interest: Are bonds the key to portfolios again?Perspectives - Spring 2023Read More20 September 2023Australian equities: Is the market too optimistic?Perspectives - Spring 2023Read More19 September 2023Structuring the growth part of the portfolioPerspectives - Spring 2023Read More19 September 2023Illiquid assets: Selection and strategiesPerspectives - Spring 2023Read More19 September 2023Structuring the defensive part of the portfolioPerspectives - Spring 2023Read More17 September 2023The BIG picture – China builds another ‘Sydney CBD’ every 3 days – with our rocks! Perspectives - Spring 2023Read More14 September 2023North extends investment menu with new functionality for advisers & their clientsPerspectives - Spring 2023Read More10 September 2023Aussie retirement funds have the highest ‘growth/defensive’ asset mix in the world – Does this mean they are highest risk?Perspectives - Spring 2023Read More04 September 2023Market Monitor – end August 2023: 'Sticky inflation' + 'What’s keeping the AUD down'Perspectives - Spring 2023Read More26 April 2022Portfolio management in an inflationary environmentPerspectives Autumn 2022Read More21 April 2022In Defence of Efficiency Perspectives Autumn 2022Read More20 April 2022Inflation and the impact on global equitiesPerspectives Autumn 2022Read More13 April 2022The art of handling illiquid assetsPerspectives Autumn 2022Read More12 April 2022Listed real assets as an inflation hedgePerspectives Autumn 2022Read More11 April 2022Infrastructure: Does it offer protection from inflation?Perspectives Autumn 2022Read More11 April 2022Global equities: Identifying the opportunitiesPerspectives Autumn 2022Read More08 April 2022Inflation: Surely this can’t last?Perspectives Autumn 2022Read More07 April 2022China and the impact on regional equitiesPerspectives Autumn 2022Read More04 April 2022The benefits of megatrend investingPerspectives Autumn 2022Read More28 March 2022How to structure an effective and high performing Investment Committee in a best interests world?Perspectives Autumn 2022Read More21 March 2022IMAP announces that Managed Account FUM reaches $131.65 bn on 31 Dec 2021 Perspectives Summer 2022Read More18 January 2022Future focus: Scenario planning for an uncertain futurePerspectives Summer 2022Read More17 January 2022Crypto: Don’t write it off just yetPerspectives Summer 2022Read More17 January 2022Revolution and evolution in ESGPerspectives Summer 2022Read More17 January 2022Disruption: friend or foe?Perspectives Summer 2022Read More22 December 2021Globalisation poised to change industryPerspectives Summer 2022Read More22 December 2021Safeguarding the greenness of ESGPerspectives Summer 2022Read More15 December 2021Empowering investor successPerspectives Summer 2022Read More14 December 2021When AdviceTech meets InvestTechPerspectives Summer 2022Read More11 December 2021Advice tech choices: platform vs ecosystemPerspectives Summer 2022Read More02 November 2021Investors ride market to record highs but ignore lessons from COVID-19 crisis Perspectives Summer 2022Read More20 October 2021How Do You Benchmark a Multi-Asset Fund? Perspectives - Spring 2021Read More01 October 2021Advice on managed accounts: A legal perspectivePerspectives - Spring 2021Read More21 September 2021How to obtain a copy of the FSC / IMAP Template for DDO News Read More16 September 2021The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growthPerspectives - Spring 2021Read More16 September 2021IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021 Perspectives - Spring 2021Read More14 September 2021We are Morgan Stanley - Licensee CategoryPerspectives - Spring 2021Read More10 September 2021Diversification is key to RAM’s success - Fixed Interest CatergoryPerspectives - Spring 2021Read More08 September 2021The Nucleus of great innovation wins the Innovation category Perspectives - Spring 2021Read More07 September 2021Focused businesses deliver outperformance - International Equities CatergoryPerspectives - Spring 2021Read More03 September 2021Strong stewardship delivers results - Multi Asset CategoryPerspectives - Spring 2021Read More02 September 2021Building portfolios using alternatives: The researcher’s viewPerspectives - Winter 2021Read More02 September 2021Integrity and durability - Australian Equities CategoryPerspectives - Spring 2021Read More24 August 2021Managed accounts get tick of approvalPerspectives - Winter 2021Read More12 July 2021One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clientsPerspectives - Winter 2021Read More06 July 2021Top three tips when advising on MDAsPerspectives - Winter 2021Read More01 July 2021A good team, a good businessPerspectives - Winter 2021Read More01 July 2021An MDA journey: Lessons learnt along the way Perspectives - Winter 2021Read More01 July 2021Asset allocation: Evolution not revolutionPerspectives - Winter 2021Read More30 June 2021Eight dimensions for building a business modelPerspectives - Winter 2021Read More29 June 2021More about Managed Accounts at the FPA Professionals Congress Sydney Here is the link to the FPA Professionals Congress 2021 7th & 8th April 2022Perspectives - Autumn 2021Read More15 June 2021Ultra care for ultra high-net-worth clientsPerspectives - Winter 2021Read More15 June 2021Communicating with clients on ESGPerspectives - Winter 2021Read More28 May 202115 years of lessons learntPerspectives - Autumn 2021Read More26 April 2021Working with not-for-profit clientsPerspectives - Autumn 2021Read More22 April 2021Managing a wholesale and HNW client basePerspectives - Autumn 2021Read More19 April 2021Uptake of managed accounts acceleratesPerspectives - Autumn 2021Read More08 April 2021Opportunities in AsiaPerspectives - Autumn 2021Read More30 March 2021Building a managed accounts programPerspectives - Autumn 2021Read More23 March 2021Looking for growth in 2021Perspectives - Autumn 2021Read More22 March 2021Results out for IMAP Milliman Managed Account FUM Census as at 31 Dec 2020Perspectives - Autumn 2021Read More22 March 2021Many shades of green to ESGPerspectives - Autumn 2021Read More20 March 2021Investors turn to digital solutions Perspectives - Autumn 2021Read More14 March 2021The challenges of asset allocation Perspectives - Autumn 2021Read More14 March 2021Headwinds temper China’s growthPerspectives - Autumn 2021Read More08 December 2020Thinking outside the box with non-traditional investment strategiesPerspectives - Summer 2021Read More17 November 2020Four key regulation issues facing advisersPerspectives - Summer 2021Read More02 November 2020Investing in China: Friend or foe?Perspectives - Summer 2021Read More29 October 20205 key areas for overseas investing Perspectives - Spring 2020Read More26 October 2020Pathway to Great Investment GovernancePerspectives - Spring 2020Read More20 October 2020A New Rebalance InvestTech 2020Perspectives - Spring 2020Read More20 October 2020A collaborative future - InvestTech 2020Perspectives - Spring 2020Read More02 October 2020Artificial Intelligence - coming, ready or notPerspectives - Spring 2020Read More25 September 2020InvestTech 2020 - The licensee and technologyPerspectives - Spring 2020Read More21 September 2020Results out for IMAP Milliman Managed Account FUM Census as at 30 June 2020Perspectives - Spring 2020Read More21 September 2020The value of managed accountsPerspectives - Spring 2020Read More17 September 2020IMAP Awards 2020 recognise excellence in managed accounts Perspectives - Spring 2020Read More17 September 20202020 IMAP Award for Aust Equity Small Cap category Perspectives - Spring 2020Read More17 September 20202020 IMAP Award for Fixed Interest category Perspectives - Spring 2020Read More16 September 20202020 IMAP Award for Innovation category - Building smart client solutionsPerspectives - Spring 2020Read More07 September 2020Blackmore Capital takes out the 2020 IMAP Award for Australian Equities.Perspectives - Spring 2020Read More07 September 2020Morgan Stanley Wealth Management Australia secures the coveted 2020 IMAP Award for Licensee Managed Account categoryPerspectives - Spring 2020Read More03 September 2020Franklin Templeton's Global Growth portfolio wins the 2020 IMAP Award for International EquitiesPerspectives - Spring 2020Read MoreSee all News
