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.
The Melbourne conference will have a different focus by looking at topics such as security selection and blending and risk management. More information to come.
The IMAP Portfolio Management Conference 2019 will take place in Sydney in August (and later in the year in Melbourne) and is designed to provide client portfolio investment managers with insights and information that they can use to manage portfolios.
The Sydney conference will have a focus on higher level issues such as asset allocation, tactical and dynamic positioning, and manager selection. (The Melbourne PMC conference has a different emphasis - see below)
IMAP in conjunction with The Fold Legal are again running this popular Masterclass. It's 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: BlackRock Curl Curl Room
Level 37, 2 Chifley Square Sydney
Lunch will be provided.
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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