Perspectives

Speaking at a recent IMAP webinar, Nigel Crampton, Peter Tiffin and Andrew Lowe explored some non-traditional approaches to portfolio construction for delivering income to investors. The webinar was part of an IMAP series hosted by Michael Karagianis...

The IMAP Regulatory Group is currently focusing on a range of issues impacting the managed accounts sector. The Chair of the IMAP Regulatory Group, Jenny Mulders, outlines four of these key issues ...

Speaking at a recent IMAP webinar on international equities, Lachlan Hughes CFA (Swell Asset Management), Mark Arnold (Hyperion Asset Management), Tom King (Nanuk Asset Management), Francyne Mu CFA (Franklin Templeton) and Monik Kotecha (Insync Funds...

Speaking at a recent IMAP webinar on ‘Considerations for licensees in international investing’, Nathan Lim Morgan Stanley's Head of Wealth Management Research Australia, reveals the 5 key areas that investors need to be aware of when investing in ove...

Dr Isaac Poole believes great governance is critically important for any financial planning business wanting to implement a managed accounts solution. He spoke recently about investment governance at an IMAP webinar on ‘Building an effective client s...

With over 20 years’ experience in financial services, Shannon Bernasconi WealthO2’s Managing Director and Co-founder is excited by how technology innovation is shaping the future of advice and the development of managed accounts in Australia. ...

Speaking at the IMAP InvestTech 2020 conference, Franklin Templeton’s James Verner and Quantifeed’s Alex Ypsilanti explain how through business collaboration, they have been able to build a sustainable business model that is achieving digital alpha. ...

There are many misconceptions surrounding artificial intelligence. Gihan Perera is a business futurist, speaker and author who works with business leaders to help them lead and succeed in an uncertain but exciting future. He provides some key insight...

Speaking at the IMAP InvestTech 2020 conference, the Chief Operating Officer at LaVista Licensee Solutions, Tanya Seale, explains the role of the licensee with technology for an advice business...a licensee that embraces technology, can use that tech...

IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest data in its 6 monthly Managed Accounts FUM Census series (now in its 6th year). This shows that the  Funds Under Management (FUM) in M...

Managed accounts are quickly emerging as one of the key delivery vehicles for advice. Brett Sanders, CEO of Philo Capital Advisers, and Zac Leman, BT Head of Managed Accounts, discussed some of the key issues facing the uptake of managed accounts by ...

With over 70 entries across seven categories in the 2020 IMAP Managed Account Awards, judges praised the overall quality of the finalists, with Morgan Stanley Wealth Management Australia taking out the coveted award for Licensee Managed Account and M...

Consistency is the key as for the third consecutive year, Macquarie Investment Management has taken out the IMAP Award in the Australian Equities Small Cap category for its Australian Equities Small Companies SMA Strategy. ...

Fundamentals pay off at Real Asset Management who have won the IMAP Award for a third consecutive year in the Australian Fixed Interest category. Thi ssuccess speaks highly to the quality of processes, people and performance track record at Real Asse...

Milliman’s SmartShield Series  - a set of managed account portfolios with built-in risk management protection - has taken out the Innovation category at the 2020 IMAP Managed Account Awards. ...

The judges were impressed with Blackmore Capital’s intensive approach to investing, with the Australian Equity portfolio manager taking out the 2020 IMAP Award for Australian Equities. ...

Providing an investment solution that is fit-for-purpose for its clients has landed Morgan Stanley Wealth Management Australia the coveted 2020 IMAP Award of Licensee Managed Account category ...

Franklin Templeton wins the 2020 IMAP Award for International Equities for their Global Growth portfolio. "It’s about doing the little things right and being consistent with what it does" that has seen Franklin Templeton take out the International Eq...

Infinity Asset Management has taken out the Multi Asset category at the 2020 IMAP Managed Account Awards. By his own admission, winning the IMAP Managed Account Award for the Multi Asset category is a “big deal” for Infinity Asset Management, says it...

The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2020 IMAP Managed Account Awards following a record number of entries this year. The quality and depth of the entries has again impressed our awards judging pane...

Despite a growing focus on environmental, social and governance (ESG) investing by investors, designing client portfolios that sustainably satisfy the criteria for ethical and responsible investing can be challenging. ...

The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single se...

Michael Karagianis, senior consultant at JANA, says that investors should batten down the hatches and prepare for further volatility during the COVID-19 recovery. ...

Netwealth’s 2020 AdviceTech Report finds that the use and rapid adoption of managed account technology is providing advice firms with an immediately scalable, efficient and transparent way to roll out their investment philosophy....

Over the past 12 months, 29 per cent of financial advisers have stopped placing new business on a platform they are using, which is the third consecutive year that advisers have opted to switch investment platforms. ...

IMAP advises that the 6 monthly IMAP -Milliman managed account FUM Census is now underway for FUM balances as at 30 June 2020 The Census provides reputable and useful information on the size of the managed accounts industry based on confidential inf...

Financial advisers will be granted an additional three months to meet their required 40 hour CPD requirement. The decision to provide relief for advisers with their CPD requirements was made by the Financial Adviser Standards and Ethics Authority (FA...

 CEO Angus Mason talks with Anne Hamieh of Xplore Wealth about how Cashel Family Office is using managed accounts and technology to better manage market volatility. ...

With the deadline for submissions for this year’s IMAP Managed Account Awards closing on 26 June 2020, one of this year’s judges has provided some valuable insights into the overall criteria and judging process for these prestigious awards ...

What we are all going through with COVID-19 is no small thing. However, as Guy Vicars writes, it’s the small things you do, for yourself and for others, that will make a big difference, as we emerge out the other side of this pandemic. ...

The IMAP Regulatory Group, chaired by Jenny Mulders of QRC Consulting, has written to FASEA CEO, Stephen Glenfield, outlining existing structural problems with the FASEA Code of Ethics, and calling for calls for a review of FASEA Standard 3. This sta...

The annual IMAP awards are designed to recognise and reward best practice in the development of managed account portfolios. IMAP encourages organisations to enter by 26 June 2020 in 3 categories (Licensee, Innovation and Investment (single and multi ...

IMAP announces that it's Data Standards Working Group has successfully completed Phase 2 by developing 2 important management reporting standards for ‘FUM’ and ‘FLOW’  ...

Australia will be a much different place as it emerges from the COVID-19 crisis, with Australians’ work, life and travel permanently changed by the pandemic, according to a new report by KPMG. ...

Nick Avery and Chris Wrightson explain how their business models provide a very different managed account service for advice practices. ...