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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Milliman SmartShield solution helps protect against investment downturns
register here for the IMAP SPECIALIST WEBINAR SERIES Sky High Markets, Rock Bottom Rates – Is there any alternative to Alternatives
IMAP SPECIALIST WEBINAR SERIES Sky High Markets, Rock Bottom Rates – Is there any alternative to Alternatives

Register here for IMAP's Specialist series of 3 webinars

9th August - Understanding the options from specific strategies

11th August - Better Solutions for Defensive Goals

13th August  - Building Portfolios using Alternatives – the researchers’ view

Find out more here

 

 

IMAP Managed Account Awards 2021
IMAP Managed Account Awards 2021 Finalists Announced

The Judging of summissions to decide on the Finalists has been completed, and teh Finalists have been announced

Please click on the MORE INFORMATION Button below to see who the Finalists are - the next step is for presentations to the Judging Panel from the Finalists for Licensee and Innovation categories.

The Awards Ceremonyb will be held virtually at 5pm on Zoom on Wednesday 25th August 2021

Register for Zoom here

Please contact the IMAP Events Team by email or phone with any questions

E: awards@imap.asn.au Phone: +61 2 8003 4147

Find out more about Managed Accounts at the FPA Professionals Congress in Sydney from 22 – 23 November 2021
Find out more about Managed Accounts at the FPA Professionals Congress in Sydney from 22 – 23 November 2021

MAP'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.

IMAP''s Perth -  Portfolio Management 2021 Registrations now open  for new date of 21st Septemberuly 2021
IMAP'S inaugural Perth Portfolio Management Conference 2021

21st September 2021

Strategic Insights - Portfolio Management
for Managed Accounts in the "new Normal"

IMAP inaugural Portfolio Management Conference 2021 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop.

The Conference Program features the best of this IMAP conference's 2 agendas first held in Brisbane & Sydney in Feb / March 2021

REGISTRATIONS STILL OPEN

FASEA CPD Accredited

One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients
12 July 2021

One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients

We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested,...

Top three tips when advising on MDAs
06 July 2021

Top three tips when advising on MDAs

A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote)...

A good team, a good business
01 July 2021

A good team, a good business

Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some...

An MDA journey: Lessons learnt along the way
01 July 2021

An MDA journey: Lessons learnt along the way

Staring out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of...

Asset allocation: Evolution not revolution
01 July 2021

Asset allocation: Evolution not revolution

The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome...

Eight dimensions for building a business model
30 June 2021

Eight dimensions for building a business model

Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear)...

One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients
on 12 July 2021

One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients

Perspectives - Winter 2021

We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested,...

Top three tips when advising on MDAs
on 06 July 2021

Top three tips when advising on MDAs

Perspectives - Winter 2021

A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote)...

A good team, a good business
on 01 July 2021

A good team, a good business

Perspectives - Winter 2021

Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some...

An MDA journey: Lessons learnt along the way
on 01 July 2021

An MDA journey: Lessons learnt along the way

Perspectives - Winter 2021

Staring out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of...

Asset allocation: Evolution not revolution
on 01 July 2021

Asset allocation: Evolution not revolution

Perspectives - Winter 2021

The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome...

Eight dimensions for building a business model
on 30 June 2021

Eight dimensions for building a business model

Perspectives - Winter 2021

Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear)...

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 opportunities

Networking opportunities for advisers and dealer groups interested in making Managed Accounts a key part of their practice

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Education and events

Build 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 Directory Listings

The IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts

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Phone
0414 443 236
 

 

 

  Address
Suite 404, Level 4, 165-167 Phillip Street, Sydney NSW 2000