The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry.
Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.
Upcoming events
IMAP hosts leading Managed Account educational events including free webinars, an annual Portfolio Management Conference, InvestTech, Adviser Roadshows, practitioner forums and our popular Responsible Manager Masterclass. IMAP also best practice amongst investment managers and licensees with the annual IMAP Managed Account Awards.
23
MAY
2019
MAY
2019
Free Webinar - Best Interest Duty and Where to from here?
Charles Stodart, Investment Specialist Zurich Investments will provide a Market update: Where to from here?This presentation will look at key economic developments and the response of capital markets. It will also consider the growth outlook and offers a ‘look under the bonnet’ to identify pockets of earnings acceleration and where growth opportunities might exist for global equity investors.
Andrew Fraser, National Manager Strategic Sales of HUB24 will then discuss how advisers are managing their BID obligations, and how platform technology and managed portfolios can support advisers
6
AUG
19
AUG
19
Portfolio Management Conference - Sydney - SAVE THE DATE
The IMAP Portfolio Management Conference 2019 will take place in Sydney and Melbourne and is designed to provide client portfolio investment managers with insights and information that they can use to manage portfolios.The Sydney conference will have a focus on higher level issues such as asset allocation, tactical and dynamic positioning, and manager selection. More information to come.
5
JUN
19
JUN
19
Responsible Manager Masterclass - Sydney
8.45AM - 5.00PMThis Masterclass is CPD accredited and will help current and potential Responsible Managers to understand their general obligations and responsibilities as well as the specific requirements for businesses offering MDA services.
Venue: BlackRock Tamarama Room - Level 37, Chifley Tower, 2 Chifley Square, Sydney
$990 pp
Lunch will be provided.
22
OCT
19
OCT
19
Portfolio Management Conference - Melbourne - SAVE THE DATE
The IMAP Portfolio Management Conference 2019 will take place in Sydney and Melbourne and is designed to provide client portfolio investment managers with insights and information that they can use to manage portfolios.The Melbourne conference will focus on the details such as security selection and blending and risk management. More information to come.
25
JUN
19
JUN
19
IMAP Managed Account Awards - Register to attend
6.00pm - 8.00pmCome and celebrate with the winners and finalists at the Cocktail party - Sydney Harbour Marriott Hotel
Latest news
13 March 2019
Press Release - 14th March 2019 IMAP Milliman Managed Account FUM Census as at 31 December 2018 IMAP Announces Latest Managed Accounts FUM Census
Strong Net Inflow Offsets Dec Quarter Market Volatility to Hold Steady. Advisers Help Investors to Stay Focused on Goals. IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with...
18 February 2019
Managed Accounts - A handbook for advice practices
12 February 2019
Royal Commission and Managed Accounts
25 January 2019
Summer 2018 Perspectives
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 opportunitiesNetworking opportunities for advisers and dealer groups interested in making Managed Accounts a key part of their practice |
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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 directoryThe IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts |
Dealer Group/Licensees
Subscription to IMAP
$275 (incl GST) p.a.
For dealer principals, advisers and support staff
Corporate Subscription
to IMAP
$1,100 (incl GST) p.a
For dealer principals, advisers and support staff
Our sponsors
Principal sponsors
Macquarie
Principal Investment Sponsor
Praemium
Principal InvestTech Sponsor
Supporting sponsors
