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Institute of Managed Account Professionals

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IMAP Specialist Webinar Series - Making a Success of Introducing a Managed Account Program : Lessons from Experience
IMAP Specialist Webinar Series - Making a Success of Introducing a Managed Account Program : Lessons from Experience
Join us  at midday on each of the 3 days to hear from experts on where they see opportunities and potential problems in 2024.
 

Registrations now open please use Registration Button below

Featuring:
Managed Account Fundamentals  - Monday 27th November 2023

Brett Sanders (Philo Capital Advisers) and James Trude (Clime Asset Management) with ‍Jaime Johns (Series Moderator)

Managed Account: Platform and Administration Wednesday 29th November 2023

‍Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners)

Managed Account Portfolio Management Friday 1st December 2023

‍Mark Smith (Elston), Marc Hraiki (Lonsec),and Victor Huang (Milliman)

IMAP conference on Optimising Clients' Portfolios in 2024
Optimising Clients' Portfolios in 2024
IMAP's Portfolio Management Conference looks at optimising clients' Portfolios and finding the right path to achieve investment goals in 2024 

Melbourne Monday 18th March 2024 and
Sydney Thursday 21st March 2024

The 2023 Managed Account Central features

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

19 November 2023

"The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?Is the local share market in terminal decline?...

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

19 November 2023

"Commodities matter! Raw commodities exports made, and continue to make, Australia the richest country per capita on earth. More than half of the 2,200+ companies listed on the ASX are...

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

03 November 2023

"Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD...

Australia -vs- rest of the world on Inflation & Interest rates

Australia -vs- rest of the world on Inflation & Interest rates

26 October 2023

"The RBA is lagging has more work to do! In Sept 23 quarterly inflation rose from 0.8% to 1.2%, but cash rate's been sitting at 4.1% since June 23, after...

Update October 2023: Three quarter time score check: 2023 a low-scoring year

Update October 2023: Three quarter time score check: 2023 a low-scoring year

23 October 2023

"Despite constant doom and gloom in the media headlines this year, most asset classes are ahead in 2023, and most are ahead of inflation", says Ashley Owen

Allocating to property and infrastructure

Allocating to property and infrastructure

20 October 2023

William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Perspectives - Spring 2023
on 19 November 2023

"The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?Is the local share market in terminal decline?...

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Perspectives - Spring 2023
on 19 November 2023

"Commodities matter! Raw commodities exports made, and continue to make, Australia the richest country per capita on earth. More than half of the 2,200+ companies listed on the ASX are...

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Perspectives - Spring 2023
on 03 November 2023

"Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD...

Australia -vs- rest of the world on Inflation & Interest rates

Australia -vs- rest of the world on Inflation & Interest rates

Perspectives - Spring 2023
on 26 October 2023

"The RBA is lagging has more work to do! In Sept 23 quarterly inflation rose from 0.8% to 1.2%, but cash rate's been sitting at 4.1% since June 23, after...

Update October 2023: Three quarter time score check: 2023 a low-scoring year

Update October 2023: Three quarter time score check: 2023 a low-scoring year

Perspectives - Spring 2023
on 23 October 2023

"Despite constant doom and gloom in the media headlines this year, most asset classes are ahead in 2023, and most are ahead of inflation", says Ashley Owen

Allocating to property and infrastructure

Allocating to property and infrastructure

Perspectives - Spring 2023
on 20 October 2023

William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

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