Perspectives - Spring 2021

How Do You Benchmark a Multi-Asset Fund?

The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies


 

Advice on managed accounts: A legal perspective

Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.

 

We are Morgan Stanley - Licensee Category

It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.

 

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth

Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of $111bn, exceeding $100bn for the first time.  Toby Potter IMAP CHair explaiins 7 factors that are driving growth

 

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021

IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use of Managed Account services by financial advisers’ clients surpasses major milestone.

 

Diversification is key to RAM’s success - Fixed Interest Catergory

In an impressive display of portfolio management, Real Asset Management has taken out the Australian Fixed Interest category in the 2021 IMAP Managed Accounts Awards for an unprecedented four consecutive years.

 

Focused businesses deliver outperformance - International Equities Catergory

With a view on focused businesses to drive portfolio diversity and outperformance, Franklin Templeton has taken out the 2021 IMAP Managed Accounts Award for International Equities.

 

The Nucleus of great innovation wins the Innovation category

Nucleus Wealth’s proprietary software system - Proton - is helping to streamline the managed accounts offering at this Melbourne-based business. Its technology offering has taken out the Innovation category at the 2021 IMAP Managed Accounts Awards.

 

Strong stewardship delivers results - Multi Asset Category

A focus on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.

 

Integrity and durability - Australian Equities Category

Beating a high calibre field of entries, First Sentier Investors has taken out the 2021 IMAP Managed Accounts Award in the Australian Equities category

 

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