Speaking at the IMAP Investment Management Conference in Sydney, Piers Bolger and Martin Crabb talked with Damian Cilmi of Praemium about the importance of getting the foundations right when building an investment program internally within an advisory business.
Perspectives - Spring 2019
A panel of Environmental, Social and Governance (ESG) experts discuss the growing move towards ethical investing, and the challenges involved in incorporating ESG into the investment process. Arranged with the support of Refinitiv
The Innovation category at the IMAP Managed Account Awards went to Praemium for its ‘Welcome to the Upgrade’ initiative.
Against some quality competition, Soteria Capital – Stanford Brown’s fully owned investment company – took out the award for Multi Asset Class at the IMAP Awards.
Watershed Funds Management has taken out the International Equities category at this year’s IMAP Managed Account Awards.
When it comes to managed accounts, Real Asset Management punches well above its weight, taking out the Australian Fixed Interest category at the IMAP Managed Account Awards.
At the IMAP Managed Account Awards, Macquarie Investment Management took out the Australian Equities Small Cap category for the second consecutive year.
Elston Asset Management has taken out the Australian Equities category at the 2019 IMAP Managed Account Awards.
Category: Licensee Managed Account
Viridian Advisory took home the prestigious Licensee Managed Account category at the 2019 IMAP Managed Account Awards. Piers Bolger, Chief Investment Officer at Viridian, talks to Jayson Forrest about the firm’s approach to managed accounts.
The judges of the 2019 IMAP Managed Account Awards were pleased with the quality of entries across the seven categories.
IMAP has appointed Amanda Munro CFA to the position of Chair of the Portfolio Management Group within the organisation.
The financial advice industry remains resilient to the many challenges facing it, despite more compliance and regulatory requirements on the horizon.
It’s a pretty common observation that we live in politically correct times. Who needs careful consideration when there are ‘obvious’ wrongs to right? Who can disagree with a Code of Ethics, after all, every one agrees advisers need more moral fibre.
Following Perpetual Corporate Trust’s appointment as the responsible entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since May 2019, with initial commitments greater than $150 million.