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Portfolio Management Conference 2023 Melb, Syd, Brisb
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Activus Investment Advisors
Melbourne
,
Vic
Investment Consultant
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Alvia Asset Partners
Brisbane City
Investment Management
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Blackmore Capital
Melbourne
,
VIC
Investment Management
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Cameron Harrison Private Pty Ltd
Melbourne
,
VIC
Financial Advice
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Context Capital Consulting
Perth
Investment Consultant
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DFS Portfolio Solutions
Melbourne
,
VIC
Investment Consultant
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Drummond Capital Partners
Melbourne
Investment Consultant
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Evergreen Consultants
Sydney
,
NSW
Investment Consultant
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Evolutionary Portfolio Services
Melbourne
,
VIC
Investment Consultant
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Harbour Reach Investment Strategy
Sydney
,
NSW
Investment Consultant
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InvestSense Pty Ltd
Sydney
,
NSW
Investment Consultant
View
JANA Investment Advisers
Sydney
,
NSW
Investment Consultant
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Joseph Palmer & Sons
Sydney
,
NSW
Investment Management
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Lonsec
Sydney
,
NSW
Research Consultant
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Milliman Pty Ltd
North Sydney
,
NSW
Investment Consultant
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Morningstar Australasia Pty Limited
Sydney
,
NSW
Research Consultant
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Perpetual Private
Sydney
MDA Provider
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Real Asset Management Pty Ltd
Sydney
,
NSW
Investment Management
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Resonant
Sydney
,
NSW
Investment Management
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Russell Investments
Sydney
Investment Management
0
Activus Investment Advisors
https://imap.asn.au/activus-investment-advisors
Level 22 357 Collins Street, Melbourne 3000, Vic
0439 56 3333
Website
Activus Investment Advisors provides high quality and independent investment advice and model portfolios to our investing clients.
More Info
1
Alvia Asset Partners
https://imap.asn.au/alvia-asset-partners
283 Elizabeth St, Brisbane City, Brisbane City 4000, QLD
07 31534879
Website
Alvia Asset Partners seeks to provide the European family office and large endowment styled investment offering to Australian families
More Info
2
Blackmore Capital
https://imap.asn.au/blackmore-capital
Level 2, 302 Lygon Street, Carlton, Melbourne 3057, VIC
1300 825 225
Website
Blackmore Capital is a long only Australian Equity portfolio manager. Our investment process combines long periods of solitary research with an intensive company visitation program. We work with private investors, financial advisers and institutions
More Info
3
Cameron Harrison Private Pty Ltd
https://imap.asn.au/cameron-harrison-private-pty-ltd
Level 3, 90 Collins Street, Melbourne 3000, VIC
03 9655 5000
Website
We are Melbourne based specialists in investment management, wealth advice, specialist advice and consulting for business owners, families and individuals all built on 50 years of solid, professional heritage.
More Info
4
Context Capital Consulting
https://imap.asn.au/context-capital-consulting
Level 25, 108 St Georges Tce, Perth WA 6008
0439 406 430
Website
Context Capital is a Perth-based boutique investment consultant that primarily serves the needs of financial advice and dealer groups, wealth management firms and family offices.
More Info
5
DFS Portfolio Solutions
https://imap.asn.au/dfs-portfolio-solutions
Level 3, 179 Queen Street, Melbourne 3000, VIC
0396586704
Website
6
Drummond Capital Partners
https://imap.asn.au/drummond-capital-partners
L16, 60 Collins St, Melbourne 3000, VIC
03 9131 8500
Website
Drummond Capital Partners was founded in 2017 to provide wealth management clients with institutional, active investment management via leading managed account technology.
More Info
7
Evergreen Consultants
https://imap.asn.au/evergreen-consultants
Level 30, Australia Square, 264 George Street, Sydney 2000, NSW
0409119233
Website
Evergreen Consultants is an independent investment consultancy, specialising in helping financial planning business build and manage model portfolios.
More Info
8
Evolutionary Portfolio Services
https://imap.asn.au/evolutionary-portfolio-services
Level 13, 90 Collins St, Melbourne 3000, VIC
0405 131 713
Website
Evolutionary Portfolio Services is a boutique investment consulting business established with the understanding of the need for tailored solutions. We work with financial planning practices and principals to improve their investment solutions.
More Info
9
Harbour Reach Investment Strategy
https://imap.asn.au/harbour-reach-investment-strategy
PO Box 165, St Leonards, Sydney 1590, NSW
+61488977744
Website
Our purpose is to offer user-friendly research, designed specifically for managed account operators, research desks and investment decision-makers in the wealth sector.
More Info
10
InvestSense Pty Ltd
https://imap.asn.au/investsense-pty-ltd
Level 24, 300 Barangaroo Avenue, Barangaroo, Sydney 2000, NSW
0421 582 282
Website
InvestSense is an investment management consultancy firm founded in 2014.
More Info
11
JANA Investment Advisers
https://imap.asn.au/jana-investment-advisers
Level 9, 255 George Street, Sydney 2000, NSW
02 9221 4066
Website
As one of Australia’s leading investment consultants since 1987, JANA has more than 110 staff and currently advises around 80 institutional clients, including corporate, industry and public sector superannuation funds as well as charities, insurers,
More Info
12
Joseph Palmer & Sons
https://imap.asn.au/joseph-palmer-sons
Level 7, 5 Hunter Street, Sydney 2000, NSW
02 9233 2433
Website
Joseph Palmer combines a long history, vast experience, and a capacity to bring foresight to the investment table for the benefit of its clients
More Info
13
Lonsec
https://imap.asn.au/lonsec
Level 21, 200 George Street, Sydney 2000, NSW
03 9623 6300
Website
For more than 20 years, Lonsec has empowered financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships.
More Info
14
Milliman Pty Ltd
https://imap.asn.au/milliman-pty-ltd
Level 5, 32 Walker St, North Sydney 2060, NSW
02 8090 9100
Website
Milliman is among the world’s largest institutional global risk managers in the world, providing investment advisory, hedging and consulting services on $145 billion USD in global assets (as of 31st March, 2017).
More Info
15
Morningstar Australasia Pty Limited
https://imap.asn.au/morningstar-go-morningstar-com
International Tower 1, Level 3, 100 Barangaroo Ave, Sydney 2000, NSW
(02) 9276 4550
Website
Morningstar Data, Research & Software Solutions - Morningstar is a leading global provider of independent investment research for individual investors, financial advisers, asset managers and institutional investors with operations in 27 countries.
More Info
16
Perpetual Private
https://imap.asn.au/perpetual-private
Level 18, 123 Pitt Street, Sydney 2000, NSW
(02) 9229 9000
Website
Perpetual Private is among Australia’s largest and most respected wealth managers, with dedicated investment teams focused on managing direct Australian equities and multi-manager portfolios covering all asset classes....
More Info
17
Real Asset Management Pty Ltd
https://imap.asn.au/real-asset-management-pty-ltd
Suite 3201, Level 32 - Australia Square, 264 George Street, Sydney 2000, NSW
02 8880 6687
Website
Real Asset Management Group is an Australian owned Wealth and Asset Management firm, with offices in Sydney, Melbourne, Brisbane and Hong Kong
More Info
18
Resonant
https://imap.asn.au/resonant
Level 4, 11 York Street, Sydney 2000, NSW
02 9188 3805
Website
Resonant is an Investment Consultant and specialist SMA Manager based in Sydney With a focus on “Quantamental” investing, Resonant provides institutional grade investment expertise to planners and wealth managers, in order to enhance and streamline
More Info
19
Russell Investments
https://imap.asn.au/russell-investments
Level 28, 85 Castlereagh Street, Sydney 2000, NSW
02 9229 5111
Website
Russell Investments is a global investment solutions partner, dedicated to helping investors reach their long-term goals
More Info
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Home
Events
Upcoming Events
Portfolio Management Conference 2023 Melb, Syd, Brisb
Past Events
Independent Thought Conference Melbourne 2022
Independent Thought Conference Sydney 2022
Portfolio Management Conference Sydney/Melb 2022
IMAP'S Perth Portfolio Management Conference July 2022
IMAP Awards 2022
IMAP Advice in Action Conference 2022
InvestTech 2021
Webinars
IMAP Calendar 2023
Directory
Publications
Podcast Series
Perspectives & News
Focus - My Perspective
Videos
2022 Webinar Videos
2022 Conference Videos
2021 Webinar Videos
2020 Webinar Videos
2021 Portfolio Management Conference Session Videos (Bris & Syd)
Virtual InvestTech 2020 Session Videos
2019 Webinars & Videos
2018 Webinars & Forum Videos
2018 Adviser Roadshow
2018 Portfolio Management Conference
2017 Webinars & Videos
2017 Investment Focused Webinars
2017 Portfolio Management Conference
Glossary
White papers
About
About IMAP
Our Team
Contact
Subscribers
Become a Subscriber
Subscriber Login
Sponsors
Become an IMAP Sponsor
Regulatory Working Group
Regulatory Group - ASIC Update December 2019
IMAP Regulatory Group - Background
Design & Distribution Obligations
DDO Obligations template
Data Standards Working Group
Data Standards Documents
Progress Updates - Data Standards Working Group
Data Standards Working Group Beginnings
Subscribe