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Best Practice Webinars: Hear from the ESG Portfolio Award Winners Monday 19th September 12PM AEST
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David McDonald, CFA Judge of the IMAP Managed Account Awards will explain what the judges were looking for and why the winners stood out from the other entrants. Deanne Baker of Lonsec, winner of the ESG Portfolio Managed Account will discuss how they demonstrate best practice in their organisation and Leah Willis from Australian Ethical will talk about investor’s increasing requirements of their advisers around ESG. They will talk about their philosophy and process, team, client communication and how they interact with advisers. |
Independent Thought Conference Melbourne Tuesday 18th October 2022
Leading Investment Strategists look at Managing Portfolios in a Global Crisis
The Melbourne Program address key investment themes and debates the opportunities, risks and signals amidst the global threats of war, market volatility, Covid and geo political upheaval
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
Four-step approach to technology adoption
Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology....
Sustainable portfolios: A winning approach
ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of...
Getting to the Core of portfolio management
It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third...
Rethinking private markets - From IMAP Independent Thought
While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without...
Think local, go global - From IMAP Independent Thought
As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting),...
Navigating uncertainty with global equities - From IMAP Independent Thought
Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this...
Four-step approach to technology adoption
Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology....
Sustainable portfolios: A winning approach
ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of...
Getting to the Core of portfolio management
It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third...
Rethinking private markets - From IMAP Independent Thought
While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without...
Think local, go global - From IMAP Independent Thought
As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting),...
Navigating uncertainty with global equities - From IMAP Independent Thought
Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this...
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