Institute of Managed Account Professionals
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IMAP Specialist Webinar Series: Transforming Advice into Wealth Management
IMAP's latest In-depth webinar series explores transforming Advice into Wealth Management in three webinars over 1 week. Featuring Michael Rees-Evans of William Buck, Piers Bolger - Viridian Advisory and Scott Fletcher - Woodbury Financial Services.
All 3 webinars are moderated by Paul Forbes of AAN
12 noon AEDT Monday 23rd May 2022
12 noon AEDT Wednesday 25th May 2022
12 noon AEDT Friday 27th March 2022
CPD Accredited for 3 hours approx
IMAP's Advice in Action - Adviser Conference 2022
IMAP’s adviser conference in 2022 focuses on delivering better outcomes for clients plus improving adviser efficiency & operations.
Conference venues are Melbourne, Sydney and Brisbane
Topics include Business process improvement & outsourcing, Selection, implementation & transitioning to Managed Account programs, Current regulatory issues including Best Interest and much more...
IMAP Managed Account Industry Awards 2022
Recognising best in class for Managed Account Licensees, Innovators, ESG Portfolios and Investment Asset providers
Award Submissions are now OPEN
PLease click in the more information button below to learn more about how to enter the 2022 Awards
Please contact the IMAP Awards team if you have any queries:
E: awards@imap.asn.au
P: 02 8003 4147
IMAP'S inaugural Perth Portfolio Management Conference 2022
Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"
IMAP inaugural Portfolio Management Conference 2022 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop
Registrations are still open - and the event is happening on 28 July 2022
at the Optus Stadium, Perth
Please note: that all existing registrations for the postponed Sept 2021 & the 10th March 2022 events (both due to COVID travel restrictions) will be honoured or refunded upon request
Legislated CPD Accredited
Independent Thought Conference Sydney 6th September 2022
SAVE THE DATE 6th SEPTEMBER 2022 - We look at Managing Portfolios in a Global Crisis
Featuring opinions on 5 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 opening in June 2022
CPD Accredited
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
Portfolio management in an inflationary environment
How do portfolio managers and advisers transition portfolios to a higher interest rate environment? Brad Matthews (Brad Matthews Investment Strategies), Brendan Paul (Atrium Investment Management), and David Cohen (Evergreen Consultants)...
In Defence of Efficiency
Both Best Interest Duties and the obligation to deliver service “Efficiently, Honestly, Fairly” mean a managed account service is a better way for advisers to provide the service that clients...
Inflation and the impact on global equities
Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.
The art of handling illiquid assets
Dale Holmes (Spire Capital), Shane Hawke (Oreana Portfolio Advisory Service) and Brad Matthews (Brad Matthews Investment Strategies) examine the options and merits of allocating illiquid assets in managed accounts at...
Listed real assets as an inflation hedge
Speaking at the 2022 IMAP Portfolio Management Conference, Jan de Vos (Resolution Capital) and Dan Cave (Zenith Investment Partners) consider the role of real estate and property in portfolios in...
Global equities: Identifying the opportunities
Speaking at the 2022 IMAP Portfolio Management Conference, Francyne Mu CFA (Franklin Templeton) provides her views on the current global environment, and how macro and geopolitical issues will affect Franklin...
Portfolio management in an inflationary environment
How do portfolio managers and advisers transition portfolios to a higher interest rate environment? Brad Matthews (Brad Matthews Investment Strategies), Brendan Paul (Atrium Investment Management), and David Cohen (Evergreen Consultants)...
In Defence of Efficiency
Both Best Interest Duties and the obligation to deliver service “Efficiently, Honestly, Fairly” mean a managed account service is a better way for advisers to provide the service that clients...
Inflation and the impact on global equities
Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.
The art of handling illiquid assets
Dale Holmes (Spire Capital), Shane Hawke (Oreana Portfolio Advisory Service) and Brad Matthews (Brad Matthews Investment Strategies) examine the options and merits of allocating illiquid assets in managed accounts at...
Listed real assets as an inflation hedge
Speaking at the 2022 IMAP Portfolio Management Conference, Jan de Vos (Resolution Capital) and Dan Cave (Zenith Investment Partners) consider the role of real estate and property in portfolios in...
Global equities: Identifying the opportunities
Speaking at the 2022 IMAP Portfolio Management Conference, Francyne Mu CFA (Franklin Templeton) provides her views on the current global environment, and how macro and geopolitical issues will affect Franklin...
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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Education and eventsBuild 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 ListingsThe IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts |
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