• IMAP Managed Accounts Data Standards initiative completes Phase One

    IMAP announces that Phase One of the Managed Accounts industry initiative to develop Data Standards is complete.

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

  • Press Release IMAP brings industry together to solve model portfolio data problems

    Toby Potter, Chair of IMAP, announced the release of an industry agreed data standard for the transmission of model portfolio data between industry participants. Today, Toby Potter, Chair of IMAP, announced the release of an industry agreed data...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • Press Release - IMAP Announces 2019 Managed Account Awards Finalists

    30 May 2019 The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 IMAP Managed Account Awards. The awards cover both single sector asset classes and multi asset class programs which generally have a range of risk...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • Press Release - 14th March 2019 IMAP Milliman Managed Account FUM Census as at 31 Dec 2018

    Strong Net Inflow Offsets Dec Quarter Market Volatility to Hold Steady. Advisers Help Investors to Stay Focused on Goals. IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest data in its 6...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • IMAP Managed Account Awards 2020 Submission Questionnaire

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

  • Royal Commission and Managed Accounts

    The IMAP Regulatory Group reviewed the Royal Commission’s Final Report, with an emphasis on how the 76 recommendations handed down by Commissioner Kenneth Hayne will impact the managed accounts sector. Find out more about the "key takeouts" emanating...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • Summer 2018 Perspectives

    The latest edition of IMAPs quarterly magazine "Perspectives" (the Summer 2018 edition) is now available in PDF format for you to download. Click here to download the Summer 2018 edition in PDF format, or click on the cover image below to view in a...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • Learn the latest about Managed Accounts at the SMSF Association National Conference in Melbourne 20 - 22 February 2019

    and its being held in Melbourne from 20-22 February 2019. Here is the link to the SMSF Association 2019 Conference website IMAP's Managed Accounts Central is a great "no pressure" way for advisers and dealer principals to find out more about...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • White papers

    Information on the managed accounts industry in Australia is highly sought after and IMAP's goals include informing the market and public in general about Managed Accounts. You will find below information papers that have been either written by IMAP or...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • ASIC Managed Accounts Project - IMAP Regulatory Group Background

    The IMAP Regulatory Group was formed in September 2018. A key reason for the formation of the group was to ensure that the broad managed account community was well represented in issues that specifically affect providing and advising on managed...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • InvestTech 2018 Photo Gallery

    IMAP's InvestTech 2018 conference has received very positive feedback and here are photos of speakers and attendess from the conference day displayed in 2 photo galleries below 1. Photos of Speakers {igallery...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • IMAP coordinates a Managed Account Submission to Royal Commission - PDF Download available

    IMAP coordianted a submittion from teh managed accounts industry as a response to the Royal Commission Interim Report to illustrate that managed accounts can have positive putcomes for the end investor. This submission makes reference to 5 of the...

    • Type: Article
    • Author: Toby Potter
    • Category: News

  • Spring 2018 Perspectives

    The latest edition of IMAPs quarterly magazine "Perspectives" is now available in PDF format for you to download. Click here to download the Spring 2018 edition in PDF format, or click on the cover image below to view in a webpage Please send your...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • Find out more about Managed Accounts at the FPA Congress in Sydney from 21 – 23 November 2018.

    IMAP's Managed Accounts Central 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 by coming and talking with our managed...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: News

  • 2018 Portfolio Management Conference

    Over 220 delegates attended IMAP’s Portfolio Management Conference on 2 August. With 14 sessions on offer, there was a good selection of topics and presentations to whet the appetite of managed account professionals. Jayson Forrest reviews some of the...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2018

  • IMAP Award Category: Innovation

    The Innovation category was hotly contested at the IMAP Managed Account Awards, with Elston Asset Management taking out the award for its approach to stakeholder communications.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2018

  • IMAP Award Category: Other Asset Classes

    A relative newcomer to managed accounts, Real Asset Management took out the Other Asset Classes category at the IMAP Managed Account Awards.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2018

  • IMAP Award Category: Multi Asset Class

    The Lunar Group has taken out the Multi Asset category at the IMAP Managed Account Awards.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2018

  • IMAP Award Category: International Equities

    DFS Portfolio Solutions took out the International Equities category at the IMAP Managed Account Awards.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2018

  • IMAP Award Category: Australian Equities Small Cap

    At the IMAP Managed Account Awards, Macquarie Investment Management took out the Australian Equities Small Cap category.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2018
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