Institute of Managed Account Professionals

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IMAP Managed Account Awards Entries now open
IMAP Managed Account Industry Awards 2022 - FINALISTS Announced

The FINALISTS for the 2022 IMAP Managed Account Awards are announced, recognising best in class for Managed Account Licensees, ESG Portfolios and Investment Asset providers.

Please click in the more information button below to learn who the FInalists are

You are invited to attend the 2022 Awards Cocktail event on Wed 24th August  for the announcement of the Winners of each category.
Our Guest Speaker is Jackie Narracott Australian Winter Olympics Silver medialist and recent World Cup winner

Contact the IMAP Awards team
E: awards@imap.asn.au     P: 02 8003 4147

IMAP Independent Thought Conference Sydney September 2022
Independent Thought Conference Sydney 6th September 2022

Leading Investment Strategists look at Managing Portfolios in a Global Crisis

Featuring opinions on 5 major asset classes from 15 Portfolio Managers on opportunities, risks and signals amidst the global threats of war, market volatility, Covid and geo political upheaval

REGISTRATIONS now open for EARLY BIRDS RATES

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

Are we heading for a recession?
28 July 2022

Are we heading for a recession?

Recession’ is a word that is increasingly gaining prominence in both news headlines and in many adviser/client conversations. Diana Mousina (AMP Capital) and David Matesic (Atrium Investment Management) recently joined...

Building a practice with HNW clients
13 July 2022

Building a practice with HNW clients

Vincent O’Neill (Stanford Brown) and Michael Karagianis (JANA Investment Advisers) discuss how advice firms successfully attract and support HNW clients, while individualising the advice service offering for them.  

Talent and the perfect storm
12 July 2022

Talent and the perfect storm

As adviser numbers shrink, attracting, training, paying and retaining financial advisers is one of the most important issues facing businesses. Alisdair Barr (Striver), Matthew Swieconek (Findex) and Jonathan Scholes (Findex)...

The climate change challenge
05 July 2022

The climate change challenge

The net zero carbon transition is providing investors with a range of opportunities in the ethical and climate-responsible investing space. Leah Willis and Dr Stuart Palmer discuss the growing appetite...

Transitioning to Managed Accounts
04 July 2022

Transitioning to Managed Accounts

Deciding to transition to a managed accounts program is the easy bit. However, for advice businesses that are not fully prepared, there can be challenges in implementing this investment solution....

Investing in an inflationary environment
04 July 2022

Investing in an inflationary environment

Alex Ventelon and Wayne Chatterjee (Morgan Stanley) explain why taking a multi-asset allocation approach is better suited to generate favourable risk-adjusted returns in the current volatile and inflationary environment.  

Are we heading for a recession?
on 28 July 2022

Are we heading for a recession?

Perspectives - Winter 2022

Recession’ is a word that is increasingly gaining prominence in both news headlines and in many adviser/client conversations. Diana Mousina (AMP Capital) and David Matesic (Atrium Investment Management) recently joined...

Building a practice with HNW clients
on 13 July 2022

Building a practice with HNW clients

Perspectives - Winter 2022

Vincent O’Neill (Stanford Brown) and Michael Karagianis (JANA Investment Advisers) discuss how advice firms successfully attract and support HNW clients, while individualising the advice service offering for them.  

Talent and the perfect storm
on 12 July 2022

Talent and the perfect storm

Perspectives - Winter 2022

As adviser numbers shrink, attracting, training, paying and retaining financial advisers is one of the most important issues facing businesses. Alisdair Barr (Striver), Matthew Swieconek (Findex) and Jonathan Scholes (Findex)...

The climate change challenge
on 05 July 2022

The climate change challenge

Perspectives - Winter 2022

The net zero carbon transition is providing investors with a range of opportunities in the ethical and climate-responsible investing space. Leah Willis and Dr Stuart Palmer discuss the growing appetite...

Transitioning to Managed Accounts
on 04 July 2022

Transitioning to Managed Accounts

Perspectives - Winter 2022

Deciding to transition to a managed accounts program is the easy bit. However, for advice businesses that are not fully prepared, there can be challenges in implementing this investment solution....

Investing in an inflationary environment
on 04 July 2022

Investing in an inflationary environment

Perspectives - Winter 2022

Alex Ventelon and Wayne Chatterjee (Morgan Stanley) explain why taking a multi-asset allocation approach is better suited to generate favourable risk-adjusted returns in the current volatile and inflationary environment.  

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.
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Networking opportunities

Networking opportunities for advisers and dealer groups interested in making Managed Accounts a key part of their practice

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Education and events

Build your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD.

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IMAP Directory Listings

The IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts

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0414 443 236