Perspectives - Spring 2019

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Practice-based investment management

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.


An ethical and sustainable approach

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

Category: Innovation

The Innovation category at the IMAP Managed Account Awards went to Praemium for its ‘Welcome to the Upgrade’ initiative.

Category: Multi Asset Class

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.

Category: International Equities

Watershed Funds Management has taken out the International Equities category at this year’s IMAP Managed Account Awards.

Category: Australian Fixed Interest

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.

Category: Australian Equities Small Cap

At the IMAP Managed Account Awards, Macquarie Investment Management took out the Australian Equities Small Cap category for the second consecutive year.

Category: Australian Equities

Elston Asset Management has taken out the Australian Equities category at the 2019 IMAP Managed Account Awards.

The right fit

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.

IMAP Awards: Raising standards

The judges of the 2019 IMAP Managed Account Awards were pleased with the quality of entries across the seven categories.

IMAP appoints Chair of Portfolio Management Group

IMAP has appointed Amanda Munro CFA to the position of Chair of the Portfolio Management Group within the organisation.

Planners remain resilient to changing landscape

The financial advice industry remains resilient to the many challenges facing it, despite more compliance and regulatory requirements on the horizon.

What the FASEA Code of Ethics means for advisers

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.

Perpetual kicks goals with Mainstream SMA

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.

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