Institute of Managed Account Professionals
Our goals are to provide information, education and representation to advisers, investment managers, platforms and managed account service providers to build a better profession.
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
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
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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
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
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...
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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
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...
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