Perspectives - June 2017

Content:

CFS UNVEILS NEW MANAGED ACCOUNTS SOLUTION ACROSS PLATFORMS

CFS UNVEILS

IMAP's Managed Account Awards for Licensee, Investment Asset Class ESG and Innovation 2022

MORE INFORMATION

IMAP Managed Account Industry Awards 2022

Recognising best in class for Managed Account Licensees, Innovators ESG Portfolios and Investment Asset providers

Award Submissions are now OPEN

PLease click in the more information button below to learn more about how to enter the 2022 Awards

Please contact the IMAP Awards team if you have any queries:

E: awards@imap.asn.au
P: 02 8003 4147

MORE INFO & REGISTER PERTH HERE

28
July
2022

IMAP'S inaugural Perth Portfolio Management Conference 2022

Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"
IMAP inaugural Portfolio Management Conference 2022 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop

Registrations still open - all existing registrations for the postponed Sept 2021 & new postponed 10th March 2022 events (due to COVID restrictions on travel) will be honoured or refunded upon request

Legislated CPD Accredited

MORE INFO & REGISTER HERE - EARLY BIRD RATES

6
SEPT
2022

Independent Thought Conference

Managing Portfolios in a Global Crisis
Featuring opinions on 5 asset classes from 15 Portfolio Managers on opportunities, risks and signals amidst the global threats of war, market volatility, Covid and geo political upheaval

This event brings IMAP's podcast series on "Independent Thinking" about investment to life and is being held at the Hilton Conference Centre on George Street, Sydney.

REGISTER NOW FOR EARLY BIRD RATES REGISTRATIONS opening in June 2022 Legislated CPD Accredited

IMAP's Managed Account Zone expo is supported by:

Blackmore Capital

Elston Asset Management

Evergreen

Milliman

Mason Stevens

Morningstar

Philo Capital

Zenith Partners

Find out more about Managed Accounts at the FPA Professionals Congress in Sydney on 23 - 24 November 2022

IMAP's Managed Accounts Zone is a great "no pressure" way for advisers and dealer principals to find out more about implementing and operating Managed Account services.

Please support us supporting the FPA Congress by coming and talking with our managed account service providers.

You can view the latest offerings and discuss challenges, opportunities and learnings from implementing and growing managed accounts as part of the adviser solution mix.

Here is the link to the FPA Professionals Congress home page

Related articles

ASIC Managed Accounts Project - IMAP Regulatory Group Background

Perspectives

ASIC Update December 2019 from IMAP Regulatory Group

How to obtain a copy of the FSC / IMAP Template for DDO

Perspectives Spring 2019

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Phone
0414 443 236

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