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.
Virtual InvestTech 2021 Conference
Virtual InvestTech 2021 conference runs from 6 to 10 December 2021 with a 1 hour webinar each day
The theme of the 2021 conference is "Connecting Clients to Advice"
- Topics include:
- Where is Direct Investing going for Advisers?
- Digital realisation of an advice practice
- Innovation Award Winner - IMAP Awards 2021
- Integrating managed accounts into advice software
Please join us as our presenters take us through ways to successfully apply technology to deliver improved service to financial advisers for the benefit of their clients.
FASEA CPD Accredited
IMAP Specialist Webinar 3 part Series: Investing in Disruption 13th, 15th & 17th December 2021
This 3 part Webinar Series held on 3 days addresses "Investing in Disruption" by exploring different options to invest
Bitcoin, the other cryptos and Blockchain
(Heath Behnke - Holon & Craig Hobart - Monochrome)
• Is crypto just a fools’ bubble?
• What role can bitcoin play for investors?
• What do “miners” really do?
Wednesday 15th December 2021 12:00 to 1 PM
Use of Artificial Intelligence and machine learning in Portfolio Management
(Dr James Yang - Coolabah & Dr David Allen - Plato Investment Management)
• Is this “Man vs machine” in the analysts’ lounge?
• What role will AI play for investment managers?
• Does AI work?
Friday 17th December 2021 12:00 to 1 PM
What role will the disrupters and disruptive technology play in Portfolio Management?
(Cameron Gleeson - Betashares , Dr Jerome Lander - WealthLander & David Wanis - Longwave Capital)
• Are crypto currencies a new, uncorrelated asset class?
• Is there a “picks and shovels” strategy for portfolio managers?
• Does AI change the way portfolio managers think about portfolio construction?
FASEA CPD Accredited Free to attend
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 still open - all existing registrations for the postponed Sept 2021 event will be honoured or refunded upon request
FASEA CPD Accredited
IMAP''s Sydney Portfolio Management Conference 15 March 2022
SAVE THE DATE - REGISTRATIONS OPENING SOON
Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"
IMAP Portfolio Management Conference 2022 features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop
Registrations will open -soon
FASEA CPD Accredited
IMAP's Melbourne Portfolio Management Conference 22 March 2022
SAVE THE DATE - REGISTRATIONS OPENING SOON
Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"
IMAP Portfolio Management Conference 2022 features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop
Registrations will open -soon
FASEA CPD Accredited
Find out more about Managed Accounts at the FPA Professionals Congress in Sydney 7th & 8th April 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
Independent Thought Conference 12th April 2022
This event brings IMAP's podcast series on "Independent Thinking" about investment to life and is being held at the Hilton COnference Centre on George Street, Sydney.
Interested ? please contact - Toby Potter IMAP CHair
Email
toby.potter@imap.asn.au Phone 0414 443 236
How Do You Benchmark a Multi-Asset Fund?
The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies
Advice on managed accounts: A legal perspective
Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.
How to obtain a copy of the FSC / IMAP Template for DDO
IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...
The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth
Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of...
IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021
IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use...
We are Morgan Stanley - Licensee Category
It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second...
How Do You Benchmark a Multi-Asset Fund?
The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies
Advice on managed accounts: A legal perspective
Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.
How to obtain a copy of the FSC / IMAP Template for DDO
IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...
The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth
Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of...
IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021
IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use...
We are Morgan Stanley - Licensee Category
It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second...
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