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The 2025 Managed Account Central features
- Infinity Asset Management
https://infinitycapitalsolutions.com.au/infinity-asset-management/
(Infinity is a specialist investment manager offering a diverse range of separately managed account and unit trust solutions for wholesale and retail clients) - Innova Asset Management
https://innovaam.com.au/
(Innova provide advisers with a range of specialist invesment portfolios combining goals based investing and risk management) - InvestSense
https://www.investsense.com.au/
(InvestSense partners with licensees and advisors to deliver managed account solutions for their clients) - Lonsec
https://www.lonsec.com.au/
(Lonsec connect financial advisers, fund managers and super funds with the tools, data and insights to make better investment decisions) - Milliman
https://au.milliman.com/
(Milliman are portfolio risk management and retirement experts) - North
https://www.northonline.com.au/adviser
( North provides a full service wrap platform for advisers and their clients) - Perpetual Private
Solutions for advisers and institutions
https://www.perpetual.com.au/wealth-management/solutions-for-advisers-and-institutions/
(Perpetual Private provides services in investment solutions for advisers and institutions. Services include managed account solutions across direct equities, alternatives, multi asset portfolios and asset consulting.) - Philo Capital
https://www.philocapital.com.au/
(Philo Capital is a MDA Provider, supplying advice businesses with tailored, and "tailored" managed discretionary account solutions) - Resonant Asset Management
https://www.resonantam.com.au/
(Resonant uses its institutional grade portfolio management expertise to assist wealth managers and advisory firms build out and implement tailored Managed Accounts
Going for gold
Jason Petras (Resonant Asset Management), Clive Maguchu (State Street Investment Management) and Marissa Salim (World Gold Council)
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Global Factors: The essential nutrients of portfolios
Jason Ye (S&P Dow Jones Indices) and Chad Hitzeman (Global X) explore the complexities and opportunities of global factor investing, including ‘Growth at a Reasonable Price’ equity strategies
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ASIC action plans and better client outcomes
Alan Kirkland (ASIC) & Toby Potter (IMAP) discuss ASIC’s 2025-26 Corporate Plan in relation to managed accounts, including conflicts of interest, a governance framework, and assessing
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Private market equity opportunities
Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital)
discuss their approaches to providing investors with solutions to access opportunities in private market
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Investment - Names your clients haven’t heard of
Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for
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Investment - Opportunities in global markets
For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other
...Become an active member of the Managed Accounts community.
IMAP is the Industry Association for advisers and organisations actively involved in offering or supporting Managed Accounts.
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Education and eventsBuild your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD. |
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