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Perspectives

News, updates and perspectives on managed accounts

Boutique management within alternatives

Boutique management within alternatives

19 December 2022

Dinyar Irani (Innova Asset Management), David Matesic (Atrium Investment Management), and Shane Hawke (Oreana Portfolio Advisory Service) – discuss the advantages of operating in a boutique environment and their approach...

Boutique management within Australian equities

Boutique management within Australian equities

12 December 2022

What are the advantages of using boutique managers when running an Australian equities portfolio in a managed accounts structure? Callum Burns (ICE Investors), Kyle Lidbury (Perpetual Private), and Marcus Bogdan...

Boutique management within global equities

Boutique management within global equities

12 December 2022

Three Australian-based global equities boutique managers - Hugh MacNally (Private Portfolio Managers), Monik Kotecha (Insync Funds Management), and Stephen Arnold (Aoris Investment Management) - discuss the advantages of a boutique...

Getting the benefits of real assets for retail investors - IMAP Independent Thought

Getting the benefits of real assets for retail investors - IMAP Independent Thought

07 November 2022

How necessary are real assets and private equity as a component of portfolios for retail investors, and how can they access these assets? This was one of the questions considered...

How to deal with increasingly volatile markets  - IMAP Independent Thought

How to deal with increasingly volatile markets - IMAP Independent Thought

05 November 2022

When talking about risk, it’s generally referred to in relation to volatility and the potential for capital loss. Raf Choudhury (abrdn), William Higgins (DFS Portfolio Solutions), Glen Foster (Atrium), and...

Has inflation peaked?  - IMAP Independent Thought

Has inflation peaked? - IMAP Independent Thought

05 November 2022

Inflation underpins every asset class. But have we seen the peak of inflation? Jay Sivapalan (Janus Henderson), Hugh Dive (Atlas Funds Management), Kieran Rooney (Evergreen Consultants), and Chamath De Silva...

Improving client relationships with philanthropy - From IMAP Independent Thought

Improving client relationships with philanthropy - From IMAP Independent Thought

31 October 2022

Caitriona Fay - Managing Partner, Community & Social Investment explains Perpetual Private’s approach to improving client relations with philanthropy and explains the 3 primary philanthropic structures that can be used in...

Have we seen the end of globalisation? - IMAP Independent Thought

Have we seen the end of globalisation? - IMAP Independent Thought

31 October 2022

A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia),...

The rise of ESG as an investment theme - IMAP Independent Thought

The rise of ESG as an investment theme - IMAP Independent Thought

31 October 2022

The appetite by Australian investors for portfolios that meet their personal values, continues to rise steadily. And sitting at the heart of this is ESG. Leah Willis (Australian Ethical), James...

Four-step approach to technology adoption

Four-step approach to technology adoption

30 September 2022

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

Sustainable portfolios: A winning approach

30 September 2022

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

Getting to the Core of portfolio management

30 September 2022

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

Rethinking private markets - From IMAP Independent Thought

30 September 2022

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

Think local, go global - From IMAP Independent Thought

29 September 2022

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

Navigating uncertainty with global equities - From IMAP Independent Thought

29 September 2022

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

IMAP responds to Treasury's Quality of Advice Review

28 September 2022

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

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

23 September 2022

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

Setting the case for Aussie equities - From IMAP Independent Thought

15 September 2022

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

BlackRock - Back to a volatile future - IMAP Independent Thought

15 September 2022

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

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

07 September 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

IMAP Announces 2022 Managed Account Awards Winners

24 August 2022

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?

Are we heading for a recession?

28 July 2022

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

Building a practice with HNW clients

13 July 2022

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

Talent and the perfect storm

12 July 2022

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

The climate change challenge

05 July 2022

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

Transitioning to Managed Accounts

04 July 2022

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

Investing in an inflationary environment

04 July 2022

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

Overcoming detours and roadblocks for successful implementation

04 July 2022

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

The five drivers of advice prosperity

27 June 2022

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

The Quality of Advice Review: Understanding the dimensions of quality

07 June 2022

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

Beyond 2023: The next 10 years of managed accounts

07 June 2022

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

Vertical integration and the role of advice

07 June 2022

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

Portfolio management in an inflationary environment

26 April 2022

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)...

Getting the benefits of real assets for retail investors - IMAP Independent Thought

Getting the benefits of real assets for retail investors - IMAP Independent Thought

Perspectives - Spring 2022
on 07 November 2022

How necessary are real assets and private equity as a component of portfolios for retail investors, and how can they access these assets? This was one of the questions considered...

How to deal with increasingly volatile markets  - IMAP Independent Thought

How to deal with increasingly volatile markets - IMAP Independent Thought

Perspectives - Spring 2022
on 05 November 2022

When talking about risk, it’s generally referred to in relation to volatility and the potential for capital loss. Raf Choudhury (abrdn), William Higgins (DFS Portfolio Solutions), Glen Foster (Atrium), and...

Has inflation peaked?  - IMAP Independent Thought

Has inflation peaked? - IMAP Independent Thought

Perspectives - Spring 2022
on 05 November 2022

Inflation underpins every asset class. But have we seen the peak of inflation? Jay Sivapalan (Janus Henderson), Hugh Dive (Atlas Funds Management), Kieran Rooney (Evergreen Consultants), and Chamath De Silva...

Improving client relationships with philanthropy - From IMAP Independent Thought

Improving client relationships with philanthropy - From IMAP Independent Thought

Perspectives - Spring 2022
on 31 October 2022

Caitriona Fay - Managing Partner, Community & Social Investment explains Perpetual Private’s approach to improving client relations with philanthropy and explains the 3 primary philanthropic structures that can be used in...

Have we seen the end of globalisation? - IMAP Independent Thought

Have we seen the end of globalisation? - IMAP Independent Thought

Perspectives - Spring 2022
on 31 October 2022

A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia),...

The rise of ESG as an investment theme - IMAP Independent Thought

The rise of ESG as an investment theme - IMAP Independent Thought

Perspectives - Spring 2022
on 31 October 2022

The appetite by Australian investors for portfolios that meet their personal values, continues to rise steadily. And sitting at the heart of this is ESG. Leah Willis (Australian Ethical), James...

Next events

IMAP Webinar Series 6 February 2023 Technology's role is sustaining a 25 year advice relationship 5 sessions over one week
IMAP Webinar Series 6 - 10 February 2023 focusing on Technology's role in sustaining a 20 year advice relationship

IMAP is running our popular Webinar series with one 45 minute webinar per day starting at 12 noon for one week from Monday 6th to Friday 10th February 2023

This year we are focusing on technology's role in sustaining a 20 year advice relationship, which is all about building and maintaining advice relationships over the long term. Bringing in communciation, information, goals reporting and supporting the client/adviser team rapport can be enhanced with the use of your technology stack and great business processes.

Technology is at the heart of the adviser/client relationship along four key dimensions of relationship;
• Build Trust
• Demonstrate Intimacy
• Be on hand – or at least in the pocket
• Be adaptive

Hosted by Fraser Jack, InvestTech addresses the key issues where technology intersects with creating and sustaining a 20 year relationship in this IMAP virtual conference

Monday 6th February 2023
Tuesday 7th February 2023
Wednesday 8th February 2023
Thursday 9th February 2023
Friday 10th February 2023
Friday 10th February 2023
IMAP Portfolio Management Conference 2023 7th 14th 21st March 2023
7

IMAP Portfolio Management Conference 2023

Register now for your essential IMAP Portfolio Management Conference 2023
IMAP's Portfolio Conference will bring you the latest investment thinking in managing your clients' portfolios and managed account asset weightings from a wide range of speakers, and different agenda topics in each city location
Melbourne Tuesday 7th March 2023
Sydney Tuesday 14th March 2023
Brisbane Tuesday 21st March 2023
Legislated CPD Accredited

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