News, updates and perspectives on managed accounts
InvestTech 2023 - A faster, smarter future
Technology will continue to play a significant role in reshaping the advice landscape in the years ahead. Andrew Inwood (CoreData), Eric Rocks (SS&C), and Samantha Hawkins (Praemium) share their insights...
InvestTech 2023 - ChatGPT: The new age of AI
ChatGPT is one of a new breed of AI language tools that are poised to transform businesses and their relationships with clients. Dr Michael Kollo (Qurious Analytics) explains how ChatGPT...
InvestTech 2023 - Cybersecurity: A vital piece of the advice relationship
With the financial services sector 300 times more likely to experience a cyber attack, taking cybersecurity seriously is an absolute necessity for any financial advice business. Fraser Jack (The Cyber...
InvestTech 2023 - Technology is key for client goals
As technology continues to reshape the advice landscape, a new wave of fintech is helping advisers to keep their clients’ goals at the centre of the advice relationship. Jacqui Henderson...
Boutique management within Australian equities
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
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
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
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
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
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
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 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
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
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
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
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
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
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 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
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
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
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
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
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?
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
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
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 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
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
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
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
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
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...
Getting the benefits of real assets for retail investors - IMAP Independent Thought
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
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
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
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
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 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...
