Perspectives

News, updates and perspectives on managed accounts

Four-step approach to technology adoption
30 September 2022

Four-step approach to technology adoption

Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology....

Sustainable portfolios: A winning approach
30 September 2022

Sustainable portfolios: A winning approach

ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of...

Getting to the Core of portfolio management
30 September 2022

Getting to the Core of portfolio management

It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third...

Rethinking private markets - From IMAP Independent Thought
30 September 2022

Rethinking private markets - From IMAP Independent Thought

While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without...

Think local, go global - From IMAP Independent Thought
29 September 2022

Think local, go global - From IMAP Independent Thought

As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting),...

Navigating uncertainty with global equities - From IMAP Independent Thought
29 September 2022

Navigating uncertainty with global equities - From IMAP Independent Thought

Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this...

IMAP responds to Treasury's Quality of Advice Review
28 September 2022

IMAP responds to Treasury's Quality of Advice Review

IMAP responds to Treasury's Quality of Advice review saying that "the recommendation to give “good advice” instead of “act in the Best Interest of the Client” would replace a well...

Bonds are now an option for Portfolios - From IMAP Independent Thought
23 September 2022

Bonds are now an option for Portfolios - From IMAP Independent Thought

With the global economy slowing and recessionary pressures growing, how should advisers and portfolio managers respond to their fixed income settings? Adam Bowe (PIMCO), Dr Isaac Poole (Oreana Portfolio Advisory),...

Setting the case for Aussie equities - From IMAP Independent Thought
15 September 2022

Setting the case for Aussie equities - From IMAP Independent Thought

Despite a challenging and volatile investment environment, Martin Conlon (Schroders), Anthony Golowenko(MLC Asset Management), Chris Reynolds (Infinity Asset Management), and Peter Bell (Bellmont Securities) set the case for Australian equities....

BlackRock - Back to a volatile future - IMAP Independent Thought
15 September 2022

BlackRock - Back to a volatile future - IMAP Independent Thought

Katie Petering - Director & Head of Investment Strategy explains the BlackRock Investment Institute’s latest views on tactical asset allocation, including the three key investment themes it expects will play...

IMAP announces that Managed Account FUM reaches $135.8 bn on 30 June 2022
07 September 2022

IMAP announces that Managed Account FUM reaches $135.8 bn on 30 June 2022

Market headwinds in first half of 2022 met by positive inflows resulting in overall growth in Funds under Management in Managed Account services to a record level.  

IMAP Announces 2022 Managed Account Awards Winners
24 August 2022

IMAP Announces 2022 Managed Account Awards Winners

The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2020 IMAP Managed Account Awards following a record number of entries this year. The quality and depth...

Are we heading for a recession?
28 July 2022

Are we heading for a recession?

Recession’ is a word that is increasingly gaining prominence in both news headlines and in many adviser/client conversations. Diana Mousina (AMP Capital) and David Matesic (Atrium Investment Management) recently joined...

Building a practice with HNW clients
13 July 2022

Building a practice with HNW clients

Vincent O’Neill (Stanford Brown) and Michael Karagianis (JANA Investment Advisers) discuss how advice firms successfully attract and support HNW clients, while individualising the advice service offering for them.  

Talent and the perfect storm
12 July 2022

Talent and the perfect storm

As adviser numbers shrink, attracting, training, paying and retaining financial advisers is one of the most important issues facing businesses. Alisdair Barr (Striver), Matthew Swieconek (Findex) and Jonathan Scholes (Findex)...

The climate change challenge
05 July 2022

The climate change challenge

The net zero carbon transition is providing investors with a range of opportunities in the ethical and climate-responsible investing space. Leah Willis and Dr Stuart Palmer discuss the growing appetite...

Transitioning to Managed Accounts
04 July 2022

Transitioning to Managed Accounts

Deciding to transition to a managed accounts program is the easy bit. However, for advice businesses that are not fully prepared, there can be challenges in implementing this investment solution....

Investing in an inflationary environment
04 July 2022

Investing in an inflationary environment

Alex Ventelon and Wayne Chatterjee (Morgan Stanley) explain why taking a multi-asset allocation approach is better suited to generate favourable risk-adjusted returns in the current volatile and inflationary environment.  

Overcoming detours and roadblocks for successful implementation
04 July 2022

Overcoming detours and roadblocks for successful implementation

There are a range of potential obstacles to avoid when implementing a managed accounts structure. Brent Bevan (MLC) identifies the key obstacles and provides solutions to overcoming them.  

The five drivers of advice prosperity
27 June 2022

The five drivers of advice prosperity

Andrew Mathie, Samantha Hawkins and Matt van Dijk discussed the latest findings from Praemium research, which was undertaken by Business Health, on the key drivers for success for advice practices....

The Quality of Advice Review: Understanding the dimensions of quality
07 June 2022

The Quality of Advice Review: Understanding the dimensions of quality

With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter share their thoughts on what quality advice is and outline their key recommendations to...

Beyond 2023: The next 10 years of managed accounts
07 June 2022

Beyond 2023: The next 10 years of managed accounts

As managed accounts continue to grow rapidly, speakers at the IMAP Specialist Webinar Series on ‘Transforming advice into wealth management’ reveal their thoughts on how their businesses are preparing for...

Vertical integration and the role of advice
07 June 2022

Vertical integration and the role of advice

Vertical integration remains a hot topic of discussion within the industry and one which was keenly discussed by Piers Bolger (Infinity Asset Management/Viridian Financial Group), Matthew Swieconek (Findex) and Paul...

Portfolio management in an inflationary environment
26 April 2022

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)...

In Defence of Efficiency
21 April 2022

In Defence of Efficiency

Both Best Interest Duties and the obligation to deliver service “Efficiently, Honestly, Fairly” mean a managed account service is a better way for advisers to provide the service that clients...

Inflation and the impact on global equities
20 April 2022

Inflation and the impact on global equities

Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.  

The art of handling illiquid assets
13 April 2022

The art of handling illiquid assets

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...

Listed real assets as an inflation hedge
12 April 2022

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...

Global equities: Identifying the opportunities
11 April 2022

Global equities: Identifying the opportunities

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...

Infrastructure: Does it offer protection from inflation?
11 April 2022

Infrastructure: Does it offer protection from inflation?

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...

Inflation: Surely this can’t last?
08 April 2022

Inflation: Surely this can’t last?

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...

China and the impact on regional equities
07 April 2022

China and the impact on regional equities

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...

The benefits of megatrend investing
04 April 2022

The benefits of megatrend investing

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...

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