Institute of Managed Account Professionals

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Best Practice Webinars:  Hear from the ESG Portfolio Award Winners Monday 19th September 12PM AEST
Best Practice Webinars: Hear from the ESG Portfolio Award Winners Monday 19th September 12PM AEST

David McDonald, CFA Judge of the IMAP Managed Account Awards will explain what the judges were looking for and why the winners stood out from the other entrants. 

Deanne Baker of Lonsec, winner of the ESG Portfolio Managed Account will discuss how they demonstrate best practice in their organisation and Leah Willis from Australian Ethical will talk about investor’s increasing requirements of their advisers around ESG.

They will talk about their philosophy and process, team, client communication and how they interact with advisers.

IMAP Independent Thought Conference Melbourne 18 October 2022
Independent Thought Conference Melbourne Tuesday 18th October 2022

Leading Investment Strategists look at Managing Portfolios in a Global Crisis

The Melbourne Program address key investment themes and debates the opportunities, risks and signals amidst the global threats of war, market volatility, Covid and geo political upheaval

CPD Accredited

IMAP's Managed Account Zone will be at the re-scheduled FPA Congress in Sydney from 7 & 8 April 2022
Find out more about Managed Accounts at the FPA Professionals Congress in Sydney on the newly announced date of 23 - 24 November 2022.

IMAP's Managed Accounts Zone is a great "no pressure" way for advisers and dealer principals to find out more about implementing and operating Managed Account services.

Please support us supporting the FPA Congress by coming and talking with our managed account service providers.

You can view the latest offerings and discuss challenges, opportunities and learnings from implementing and growing managed accounts as part of the adviser solution mix.

Here is the link to the FPA Professionals Congress  home page

Four-step approach to technology adoption
30 September 2022

Four-step approach to technology adoption

Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology....

Sustainable portfolios: A winning approach
30 September 2022

Sustainable portfolios: A winning approach

ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of...

Getting to the Core of portfolio management
30 September 2022

Getting to the Core of portfolio management

It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third...

Rethinking private markets - From IMAP Independent Thought
30 September 2022

Rethinking private markets - From IMAP Independent Thought

While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without...

Think local, go global - From IMAP Independent Thought
29 September 2022

Think local, go global - From IMAP Independent Thought

As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting),...

Navigating uncertainty with global equities - From IMAP Independent Thought
29 September 2022

Navigating uncertainty with global equities - From IMAP Independent Thought

Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this...

Four-step approach to technology adoption
on 30 September 2022

Four-step approach to technology adoption

Perspectives - Spring 2022

Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology....

Sustainable portfolios: A winning approach
on 30 September 2022

Sustainable portfolios: A winning approach

Perspectives - Spring 2022

ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of...

Getting to the Core of portfolio management
on 30 September 2022

Getting to the Core of portfolio management

Perspectives - Spring 2022

It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third...

Rethinking private markets - From IMAP Independent Thought
on 30 September 2022

Rethinking private markets - From IMAP Independent Thought

Perspectives - Spring 2022

While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without...

Think local, go global - From IMAP Independent Thought
on 29 September 2022

Think local, go global - From IMAP Independent Thought

Perspectives - Spring 2022

As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting),...

Navigating uncertainty with global equities - From IMAP Independent Thought
on 29 September 2022

Navigating uncertainty with global equities - From IMAP Independent Thought

Perspectives - Spring 2022

Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this...

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