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.
AUG
19
Free Fintech Cocktail evening - Portfolio Analytics for Wealth Managers
5.00PM - 7.00PMVault and Bunker Rooms - Level 3, Stone and Chalk
11 York St, Sydney
Technology is determining the future of managed accounts -come along to a FREE IMAP Fintech cocktail evening to hear how Portfolio Analytics can transform your understanding of your portfolios and enable you to measure and track each account in detail.
SEP
19
Responsible Manager Masterclass - Sydney
8.45AM - 5.00PMBlackRock Curl Curl Room
Level 37, 2 Chifley Square Sydney
Your obligations explained. CPD Accredited class taught by Claire Wivell Plater (The Fold Legal) and Toby Potter (IMAP).
OCT
19
Portfolio Management Conference - Melbourne - SAVE THE DATE
The IMAP Portfolio Management Conference 2019 will take place in Melbourne in October and is designed to provide client portfolio investment managers with insights and information that they can use to manage portfolios.The Melbourne conference will have a different focus by looking at topics such as security selection and blending and risk management. More information to come.
Latest news
Latest Perspectives
Seven Year Itch peter kell and the challenges ahead for managed accounts also: industry megatrends / improving client outcomes / constructing managed account portfolios / best interest duty / pricing...
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
