Independent Thought - Podcast Series

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IMAP Podcast Series - Independent Thought

Welcome to IMAP's new podcast series. that focuses on "Independent Thought" applied to the investment focus on the managed account sector from strategy, portfolio management, to asset allocation and more.

Please subscribe to IMAP's free emailing list to be notified when a new podcast is published featuring our speakers from the industry and enjoy the convenience of listening at your convenience where ever you are and when ever it suits you.

Episode Four - Responsible Infrastructure

In this podcast Angela Ashton of Evergreen Consultants and Rebecca Myatt of First Sentier Investors will be discussing: 

  • The different approaches to ESG across managers and whether they have changed over the years 
  • How to integrate ESG in the Responsible Listed Infrastructure fund 
  • Why the UN SDGs is chosen as part of your process rather than other metrics
  • Whether there has been an uptick in clients wanting ESG solutions 
  • Is net zero is achievable in listed infrastructure? What would that mean to portfolios and portfolio construction? 

 Moderated by Toby Potter, IMAP Chair 

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Three - A Multi Strategy approach to Alternatives

IMAP in conjunction with Janus Henderson and Oreana Portfolio Advisory Services present the 3rd podcast in the Independent Thought Series

In this podcast Mathew Kaleel of Janus Henderson and Isaac Poole of Oreana Portfolio Advisory Services will be discussing: 

  • Alternative strategies and how Managed Account portfolio managers think about them
  • The role of Alternatives in portfolios and the level of exposure appropriate in portfolios
  • Whether Alternative strategies be thought of as part of the way of managing volatility or as a return generator
  • Their short and medium term outlook for investment markets and how that colours their view of the use of Alternatives

 

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Two - Serving Not for Profit Clients

IMAP in conjunction with Findex and Jana present the 2nd podcast in the Independent Thought Series

In this podcast Greg Barter of Findex and Michael Karagianis of JANA Investment Advisers will be discussing:

  • What are the key challenges in serving the NFP market?
  • What are the differences between NFP and taking on an individual client?
  • ESG or ethical considerations are obviously more likely to be significant. How do these tend to manifest in their requirements?
  • What pointers do you have for advice practices that would like to develop a NFP component to their business

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode One - ETFs

IMAP in conjunction with BetaShares and Lonsec present the first Podcast in the Independent Thought series .

Introduced by Toby Potter IMAP Chair, this Podcast features Lukasz de Pourbaix (Lonsec) and Peter Harper (BetaShares) who discuss:

  • What use is made of ETFs in managed account portfolios & is this changing as FUM in managed accounts grows?
  • What issues can this give rise to?
  • How are these issues addressed?
  • What are the roles of the various participants in particular the issuer and market makers?
  • What are the particular challenges of fixed interest ETFs?
  • How can a portfolio manager efficiently switch between similar ETFs?

Disclaimer

This podcast series is not meant for retail investors and does not constitute general or personal advice, but instead is meant for financial advisers and investment professionals.

The information discussed is intended to provide general background information only. It is not a Product Disclosure Statement under the Corporations Act 2001 (Cth), nor does it constitute investment, tax, legal or any other form of advice, recommendation or opinion to be relied upon by any retail or wholesale investor when making an investment or other decision.

Any opinions and forecasts in this podcast reflect the judgment and assumptions of  the investment and finanical advice professionals on the basis of information available as at the date of publication, and may later change without notice.

The content of any podcast in this IMAP series does not constitute an offer or solicitation to subscribe for units in any investmetn, fund or an offer to buy or sell any financial product. Past performance is not a reliable indicator of future performance.

While reasonable care has been taken in the preparation of information in this series of podcasts, no representation or warranty is given as to the accuracy of any of the information provided, including any forecasts.

To the maximum extent permitted by law,  the guest presenters, IMAP,  its related bodies corporate, directors, employees and representatives are not liable and take no responsibility for the accuracy or completeness of any material. No investment should be made without fully reviewing the information, the disclosures and the disclaimers contained in the relevant product Issuers' disclosure documents.

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