Perspectives Summer 2022

"Investment markets are at a unique juncture. Equities are at record highs yet one can reasonably question whether the foundation keeping these valuations aloft is solid" says Victor Huang, Practice Leader, Milliman Australia

There remains great uncertainty and healthy skepticism around cryptocurrency. At IMAP Specialist Webinar Series on ‘Investing in Disruption’, Craig Hobart (Monochrome Asset Management), Heath Behncke (Holon Global Investments), Cameron Gleeson (BetaShares), David Wanis (Longwave Capital), Dr Jerome Lander (WealthLander) and Rob Da Silva (SQM research) attempt to demystify and share some light on this complicated but rapidly evolving space.

In an increasingly uncertain world, Gihan Perera explains the three-step process of using ‘scenario planning’ to map the future of your business.

IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reached $131.65 bn as at 31 Dec 2021, a new record.

A roundtable of investment professionals discussed their environmental, social and corporate governance (ESG) considerations when building managed account portfolios. The discussion was led by Peter Wilson (Strategic Wealth), Deanne Baker (Lonsec) and John Woods CFA (Australian Ethical)..

Does artificial intelligence and machine learning really work in portfolio management? IMAP Specialist Webinar features Dr James Yang (Coolabah Capital Investments), Dr David Allen (Plato Investment Management), David Wanis (Longwave Capital), Dr Jerome Lander (WealthLander) and Rob Da Silva ( SQM research) on ‘Investing in Disruption’.

IMAP Chair Toby Potter and Peter Worn - Joint Managing Director at Finura Group - provide their key insights from the IMAP InvestTech 2021 virtual conference, including the likely themes that are expected to play out in the industry from 2022 and beyond.

The financial services sector is on the cusp of a major shift in advice technology. Speaking at the IMAP InvestTech 2021 virtual conference, - reveals some of the emerging technology trends that will impact the industry over the coming years

The regulatory landscape of ESG is changing rapidly. At the IMAP InvestTech 2021 conference, Stuart Alsop of FE fundInfo took a deep look at the regulatory landscape - both here and overseas - and explains where the industry needs to go with ESG disclosure.

For advisers to thrive in the delivery of managed account advice, they first need to understand the challenges involved in the advice process. Speaking at the IMAP InvestTech 2021 virtual conference, Rick Di Cristoforo - Director of Research Products AU/NZ at Morningstar - discusses six of these challenges

Speaking to an audience of around 200 at the IMAP InvestTech 2021 virtual conference, the CEO of WealthO2, Andrew Whelan, outlined the role technology can play in enabling advice practices to achieve scale and efficiency, while reducing many of the common causes of stress for advisers.