Institute of Managed Account Professionals

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Virtual InvestTech 2021 conference runs from 6 to 10 December 2021 with a 1 hour webinar each day  The theme of IMAP's 2021 conference is
Virtual InvestTech 2021 Conference

Virtual InvestTech 2021 conference runs from 6 to 10 December 2021 with a 1 hour webinar each day

The theme of the 2021 conference is "Connecting Clients to Advice"

  • Topics include:
  • Data for licensee decision making
  • Dual Technology Strategy
  • Advice Tech Choices - Platform vs Ecosystem
  • Self licensing - implications for managed accounts

Please join us as our presenters take us through ways to successfully apply technology to deliver improved service to financial advisers for the benefit of their clients.

Registrations and more information will be opening soon in October 2021 for conference attendees

If you have any queries please contact
Jenny Phimleut IMAP Events teamto
P: 02 8003 4147 E: jenny.phimleut@imap.asn.au

FASEA 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 7th & 8th April 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

How Do You Benchmark a Multi-Asset Fund?
20 October 2021

How Do You Benchmark a Multi-Asset Fund?

The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies  

Advice on managed accounts: A legal perspective
01 October 2021

Advice on managed accounts: A legal perspective

Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.  

How to obtain a copy of the FSC / IMAP Template for DDO
21 September 2021

How to obtain a copy of the FSC / IMAP Template for DDO

IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth
16 September 2021

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth

Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of...

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021
16 September 2021

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021

IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use...

We are Morgan Stanley - Licensee Category
14 September 2021

We are Morgan Stanley - Licensee Category

It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second...

How Do You Benchmark a Multi-Asset Fund?
on 20 October 2021

How Do You Benchmark a Multi-Asset Fund?

Perspectives - Spring 2021

The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies  

Advice on managed accounts: A legal perspective
on 01 October 2021

Advice on managed accounts: A legal perspective

Perspectives - Spring 2021

Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.  

How to obtain a copy of the FSC / IMAP Template for DDO
on 21 September 2021

How to obtain a copy of the FSC / IMAP Template for DDO

News

IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth
on 16 September 2021

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth

Perspectives - Spring 2021

Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of...

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021
on 16 September 2021

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021

Perspectives - Spring 2021

IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use...

We are Morgan Stanley - Licensee Category
on 14 September 2021

We are Morgan Stanley - Licensee Category

Perspectives - Spring 2021

It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second...

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