The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry.
Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.
IMAP hosts leading Managed Account educational events including free webinars, an annual Portfolio Management Conference, InvestTech, Adviser Roadshows, practitioner forums and our popular Responsible Manager Masterclass. IMAP also best practice amongst investment managers and licensees with the annual IMAP Managed Account Awards.
This Master class is CPD accredited and will help current and potential Responsible Managers to understand their general obligations and responsibilities as well as the specific requirements for businesses offering MDA services.
Venue in Melbourne CBD - TBA
$990 pp Lunch will be provided.
The Melbourne conference will focus on the details such as security selection and blending and risk management. More information to come.
The Sydney conference will have a focus on higher level issues such as asset allocation, tactical and dynamic positioning, and manager selection. More information to come.
Press Release - 14th March 2019 IMAP Milliman Managed Account FUM Census as at 31 December 2018 IMAP Announces Latest Managed Accounts FUM Census
Strong Net Inflow Offsets Dec Quarter Market Volatility to Hold Steady. Advisers Help Investors to Stay Focused on Goals. IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with...
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.
Networking opportunities for advisers and dealer groups interested in making Managed Accounts a key part of their practice
Education and events
Build your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD.
The IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts
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