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.
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IMAP Specialist Webinar Series: Transforming Advice into Wealth Management 23, 25, 27 May 2022 Registrations now open
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 at which our experts focus on delivering better outcomes for clients plus improving adviser efficiency & operations Conference venues are Melbourne, Sydney and Brisbane
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 Awards Entries now open
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 Portfolio Management Conference Perth 2022  Registrations now open
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

IMAP Independent Thought Conference 2022
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

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

Portfolio management in an inflationary environment
26 April 2022

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
21 April 2022

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
20 April 2022

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
13 April 2022

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
12 April 2022

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
11 April 2022

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
on 26 April 2022

Portfolio management in an inflationary environment

Perspectives Autumn 2022

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
on 21 April 2022

In Defence of Efficiency

Perspectives Autumn 2022

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
on 20 April 2022

Inflation and the impact on global equities

Perspectives Autumn 2022

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
on 13 April 2022

The art of handling illiquid assets

Perspectives Autumn 2022

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
on 12 April 2022

Listed real assets as an inflation hedge

Perspectives Autumn 2022

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
on 11 April 2022

Global equities: Identifying the opportunities

Perspectives Autumn 2022

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...

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