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.
IMAP SPECIALIST WEBINAR SERIES Sky High Markets, Rock Bottom Rates – Is there any alternative to Alternatives
Register here for IMAP's Specialist series of 3 webinars
9th August - Understanding the options from specific strategies
11th August - Better Solutions for Defensive Goals
13th August - Building Portfolios using Alternatives – the researchers’ view
IMAP Managed Account Awards 2021 Finalists Announced
The Judging of summissions to decide on the Finalists has been completed, and teh Finalists have been announced
Please click on the MORE INFORMATION Button below to see who the Finalists are - the next step is for presentations to the Judging Panel from the Finalists for Licensee and Innovation categories.
The Awards Ceremonyb will be held virtually at 5pm on Zoom on Wednesday 25th August 2021
Register for Zoom here
Please contact the IMAP Events Team by email or phone with any questions
E: awards@imap.asn.au Phone: +61 2 8003 4147
Find out more about Managed Accounts at the FPA Professionals Congress in Sydney from 22 – 23 November 2021
MAP'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.
IMAP'S inaugural Perth Portfolio Management Conference 2021
21st September 2021
Strategic Insights - Portfolio Management
for Managed Accounts in the "new Normal"
IMAP inaugural Portfolio Management Conference 2021 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop.
The Conference Program features the best of this IMAP conference's 2 agendas first held in Brisbane & Sydney in Feb / March 2021
REGISTRATIONS STILL OPEN
FASEA CPD Accredited
One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients
We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested,...
Top three tips when advising on MDAs
A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote)...
A good team, a good business
Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some...
An MDA journey: Lessons learnt along the way
Staring out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of...
Asset allocation: Evolution not revolution
The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome...
Eight dimensions for building a business model
Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear)...
One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients
We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested,...
Top three tips when advising on MDAs
A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote)...
A good team, a good business
Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some...
An MDA journey: Lessons learnt along the way
Staring out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of...
Asset allocation: Evolution not revolution
The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome...
Eight dimensions for building a business model
Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear)...
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.
 |
Education and eventsBuild your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD. |
 |
IMAP Directory ListingsThe IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts |
Dealer Group/Licensees
Subscription to IMAP
$550 (incl GST) p.a.
For dealer principals, advisers and support staff
Corporate Subscription
to IMAP
$1,650 (incl GST) p.a
For investment managers, MDA licence holders, software providers, administrators, legal firms and other service providers.
Subscribe for News Updates
FREE
Receive information about managed accounts, news, IMAP events, regulatory issues, updates and publication
Our sponsors
