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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...
https://imap.asn.au/component/content/article/13-perspectives/news/844-royal-commission-and-managed-accounts-imap-analysis?Itemid=101 -
IMAP announces Managed Account Awards 2019 Winners
IMAP announces Managed Account Awards 2019 Winners The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2019 IMAP Managed Account Awards. “The quality and depth of the entries has again impressed our awards judging...
https://imap.asn.au/component/content/article/13-perspectives/news/871-imap-announces-managed-account-awards-2019-winners?Itemid=101 -
IMAP Milliman Managed Account FUM Census Results as at 31 December 2019
Latest FUM census shows Managed Accounts hold $79.29 bn as at 31 Dec 2019 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. As at 31...
https://imap.asn.au/perspectives-autumn-2020/942-imap-milliman-mda-fum-census-31dec2019 -
IMAP Milliman Managed Account FUM Census Results as at 30 June 2019
Managed Accounts Grow $9.26bn for first 6 months of 2019 – Net inflows double 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. As at...
https://imap.asn.au/component/content/article/13-perspectives/news/888-imap-milliman-managed-account-fum-census-30june2019?Itemid=101 -
IMAP / Milliman Latest Managed Account FUM Census as at 30 June 2018
Steady Growth in Managed Account Funds - IMAP Releases Latest FUM Census As at 30 June 2018, FUM in Managed Accounts stood at $62.43 bn, a 6 month increase of $5.389bn (or 9%) on the 31 December 2017 FUM total of $57.05 bn. Steady Growth in Managed...
https://imap.asn.au/component/content/article/13-perspectives/news/798-imap-milliman-latest-managed-account-fum-census-as-at-30-june-2018?Itemid=101 -
IMAP announces new FUM census
The Institute of Managed Account Professionals (IMAP) has announced that it will be undertaking a new study of the FUM invested through Managed Accounts. IMAP announces new Managed Account FUM Census- 23 January 2017 "Good information is the basis of...
https://imap.asn.au/component/content/article/13-perspectives/news/605-imap-announces-new-fum-census?Itemid=101 -
Results out for IMAP Milliman Managed Account FUM Census as at 30 June 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...
https://imap.asn.au/component/content/article/104-perspectives/perspectives-spring-2020/984-mda-census-results-june2020?Itemid=101 -
IMAP FUM Census Release June 2017
IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census. As at 31 December 2017, FUM in Managed Accounts stood at $57.05 bn. Managed Account Funds Grow Substantially - IMAP Releases Latest FUM Census IMAP has released the latest...
https://imap.asn.au/component/content/article/13-perspectives/news/636-imap-fum-census-release-june-2017?Itemid=101 -
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...
https://imap.asn.au/component/content/article/13-perspectives/news/868-2019-imap-awards-finalists?Itemid=101 -
IMAP goes on the record with OneVue - Australia’s first UMA provider
quickly, with more than $125 billion in assets at present, is unified managed accounts (UMAs). In light of this, IMAP talks to Australia’s first UMA provider, OneVue, to find out from head of UMA strategy Brett Marsh how this style of platform is...
https://imap.asn.au/component/content/article?id=291:imap-goes-on-the-record-with-onevue-australias-first-uma-provider&Itemid=101 -
IMAP goes on the record with OneVue - Australia’s first UMA provider
quickly, with more than $125 billion in assets at present, is unified managed accounts (UMAs). In light of this, IMAP talks to Australia’s first UMA provider, OneVue, to find out from head of UMA strategy Brett Marsh how this style of platform is...
https://imap.asn.au/component/content/article/72-archive-2014/537-imap-goes-on-the-record-with-onevue-australias-first-uma-provider?Itemid=101 -
IMAP / Milliman Latest Managed Account FUM Census as at 31 December 2017
The latest data in teh IMAP/Milliman 6 monthly Managed Accounts FUM Census series is out. As at 31 December 2017, FUM in Managed Accounts stood at $57.05 bn. Managed Account Funds Continue to Grow Substantially IMAP (The Institute of Managed Account...
https://imap.asn.au/component/content/article/13-perspectives/news/742-imap-milliman-latest-managed-account-fum-census-as-at-31-december-2017?Itemid=101 -
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...
https://imap.asn.au/component/content/article/13-perspectives/news/847-managed-account-fum-census-as-at-31-december-2018?Itemid=101 -
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...
https://imap.asn.au/component/content/article/13-perspectives/news/869-press-release-imap-brings-industry-together-to-solve-model-portfolio-data-problems?Itemid=101 -
IMAP Finds No Industry-wide Consensus Of MDA’s And the Looming Business Risk of Communicating Clearly to Clients About The New Way of Managing Their Wealth
Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. Source: IMAP Media Release: 27 July 2011 Speaking at the IMAP MDA...
https://imap.asn.au/component/content/article/72-archive-2014/512-imap-finds-no-industry-wide-consensus-of-mdas-and-the-looming-business-risk-of-communicating-clearly-to-clients-about-the-new-way-of-managing-their-wealth?Itemid=101 -
IMAP welcomes ASIC Guidance Paper on Managed Discretionary Accounts
Mr Toby Potter, chairman of IMAP today welcomed the release of an ASIC Consultation Paper on Managed Discretionary Accounts (MDA's). "ASIC has been working on the review of MDA's for some time and IMAP together with other organisations has been part of...
https://imap.asn.au/component/content/article?id=240:imap-welcomes-asic-guidance-paper-on-managed-discretionary-accounts&Itemid=101 -
IMAP welcomes ASIC Guidance Paper on Managed Discretionary Accounts
Mr Toby Potter, chairman of IMAP today welcomed the release of an ASIC Consultation Paper on Managed Discretionary Accounts (MDA's). "ASIC has been working on the review of MDA's for some time and IMAP together with other organisations has been part of...
https://imap.asn.au/component/content/article/72-archive-2014/479-imap-welcomes-asic-guidance-paper-on-managed-discretionary-accounts?Itemid=101 -
IMAP Finds No Industry-wide Consensus Of MDA’s And the Looming Business Risk of Communicating Clearly to Clients About The New Way of Managing Their Wealth
Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. Source: IMAP Media Release: 27 July 2011 Speaking at the IMAP MDA...
https://imap.asn.au/component/content/article?id=128:imap-finds-no-industry-wide-consensus-of-mdas-and-the-looming-business-risk-of-communicating-clearly-to-clients-about-the-new-way-of-managing-their-wealth&Itemid=101 -
IMAP Finds No Industry-wide Consensus Of MDA’s And the Looming Business Risk of Communicating Clearly to Clients About The New Way of Managing Their Wealth
Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. Source: IMAP Media Release: 27 July 2011 Speaking at the IMAP MDA...
https://imap.asn.au/component/content/article?id=273:imap-finds-no-industry-wide-consensus-of-mdas-and-the-looming-business-risk-of-communicating-clearly-to-clients-about-the-new-way-of-managing-their-wealth&Itemid=101 -
IMAP Finds No Industry-wide Consensus Of MDA's And the Looming Business Risk of Communicating Clearly to Clients About The New Way of Managing Their Wealth
Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. There is currently no industry-wide understanding of what an MDA is and...
https://imap.asn.au/component/content/article?id=295:imap-finds-no-industry-wide-consensus-of-mdas-and-the-looming-business-risk-of-communicating-clearly-to-clients-about-the-new-way-of-managing-their-wealth&Itemid=101

