• Managing a wholesale and HNW client base

    David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High Net Worth client base

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Uptake of managed accounts accelerates

    The appetite of investors and financial planners for managed accounts continues to grow, with new client inflows into managed accounts expected to surge over the next 3 years. 70% of Australian financial planners, representing approximately 12,000...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Opportunities in Asia

    As the world begins to return to some form of normalcy, with the rollout of a COVID-19 vaccine, parts of Asia are re-opening and economic activity is resuming. Along with the vaccination rollouts, a rising U.S. Treasury yield and persistent sector...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Building a managed accounts program

    Angela Ashton (Evergreen Consultants), Justin McLaughlin (ClearView), Martin Crabb (Shaw and Partners) and Paul Saliba (AMP) discuss the challenges of building managed account programs for larger advice businesses. The magic figure to operate a...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Looking for growth in 2021

    In a low interest rate environment, Brad Matthews (Brad Matthews Investment Strategies), Chris Lioutas (Insight Investment Consultants), Jerome Lander (Dynamic Asset/WealthLander) and Alan Logan (Marcona Partners) share their insights on growth...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Many shades of green to ESG

    Applying ESG and ethical frameworks within a portfolio, without compromising returns, might sound difficult. But for Karen McLeod CFP® (Ethical Investment Advisers), Dan Powell (Nanuk Asset Management), Leah Willis (Australian Ethical) and Jason Todd...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Results out for IMAP Milliman Managed Account FUM Census as at 31 Dec 2020

    IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest data in its 6 monthly Managed Accounts FUM Census series (now in its 6th year). This shows that the Funds Under Management (FUM) in Managed...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Autumn 2021

  • Investors turn to digital solutions

    At the end of 2020, the number of active retail online investors in Australia reached a new high of 1.25 million, highlighting a trend that has seen the retail investing market continue to grow, as Australians responded to changing macro conditions and...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • The challenges of asset allocation

    Speaking at the IMAP Portfolio Management Conference 2021, Al Clark (MLC), Piers Bolger (Infinity Asset Management/Viridian Advisory) and Michael Karagianis (JANA) explore the challenges of asset allocation in a low interest rate environment.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Headwinds temper China’s growth

    Geopolitical tensions and the continued rise of China sparked some interesting discussion at the IMAP Portfolio Management Conference 2021. Jesse Imer (Mason Stevens), Jonathan Baird (Western Asset Management) and Nigel Douglas (Douglas Funds...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2021

  • Portfolio Management Conference 2021 Brisbane and Sydney Session Vide

    • Type: Article
    • Author: Super User
    • Category: IMAP

  • Thinking outside the box with non-traditional investment strategies

    Speaking at a recent IMAP webinar, Nigel Crampton, Peter Tiffin and Andrew Lowe explored some non-traditional approaches to portfolio construction for delivering income to investors. The webinar was part of an IMAP series hosted by Michael Karagianis -...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2021

  • Four key regulation issues facing advisers

    The IMAP Regulatory Group is currently focusing on a range of issues impacting the managed accounts sector. The Chair of the IMAP Regulatory Group, Jenny Mulders, outlines four of these key issues

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2021

  • Investing in China: Friend or foe?

    Speaking at a recent IMAP webinar on international equities, Lachlan Hughes CFA (Swell Asset Management), Mark Arnold (Hyperion Asset Management), Tom King (Nanuk Asset Management), Francyne Mu CFA (Franklin Templeton) and Monik Kotecha (Insync Funds...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2021

  • 5 key areas for overseas investing

    Speaking at a recent IMAP webinar on ‘Considerations for licensees in international investing’, Nathan Lim Morgan Stanley's Head of Wealth Management Research Australia, reveals the 5 key areas that investors need to be aware of when investing in...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • Pathway to Great Investment Governance

    planning business wanting to implement a managed accounts solution. He spoke recently about investment governance at an IMAP webinar on ‘Building an effective client solution through SMAs and MDAs. By Jayson Forrest - Managing Editor - IMAP Perspectives...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • A collaborative future - InvestTech 2020

    Speaking at the IMAP InvestTech 2020 conference, Franklin Templeton’s James Verner and Quantifeed’s Alex Ypsilanti explain how through business collaboration, they have been able to build a sustainable business model that is achieving digital alpha.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • A New Rebalance InvestTech 2020

    With over 20 years’ experience in financial services, Shannon Bernasconi WealthO2’s Managing Director and Co-founder is excited by how technology innovation is shaping the future of advice and the development of managed accounts in Australia.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • Artificial Intelligence - coming, ready or not

    There are many misconceptions surrounding artificial intelligence. Gihan Perera is a business futurist, speaker and author who works with business leaders to help them lead and succeed in an uncertain but exciting future. He provides some key insights...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020

  • InvestTech 2020 - The licensee and technology

    Speaking at the IMAP InvestTech 2020 conference, the Chief Operating Officer at LaVista Licensee Solutions, Tanya Seale, explains the role of the licensee with technology for an advice business...a licensee that embraces technology, can use that...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2020
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