• Geopolitics: A new global policy consensus- Independent Thought Roundtable

    crises and volatility events typically are geopolitical in origin or have a geopolitical contributor. Speaking at an IMAP Independent Thought Roundtable (in association with the Pendal Group), Matt says geopolitics are not about random events that occur...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023
  • Navigating uncertainty with global equities

    as the local economy remains in a reasonably healthy position, buoyed by its trade with China. Speaking at the 2023 IMAP Portfolio Management Conference in Sydney, Alex concedes that although the recession risk remains heightened, with Russell...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2023
  • Is net zero the next asset class?

    figure is still short of the estimated $4.4 trillion in investments needed to reach net zero by 2050. Speaking at the 2023 IMAP Portfolio Management Conference in Sydney, John believes that to suggest calling net zero an asset class, however, misses...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2023
  • Thematic investing: A different approach

    the business cycle, and that can be a powerful diversifier for an investor.” Addressing investment professionals at the 2023 IMAP Portfolio Management Conference in Sydney, Cameron believes that by incorporating thematic investing into investor...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2023
  • Quality and growth investing: Where to from here?

    that have lower risk, more growth and are generally more profitable than other stocks in the market. Speaking at the 2023 IMAP Portfolio Management Conference in Sydney, Rick says this approach to portfolio management has been a great long-term strategy...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2023
  • Mega funds: Do they offer ideas for private investors?

    for retail investors to access? These were two of the many questions that investment specialists tackled at the 2023 IMAP Portfolio Management Conference in Melbourne, where they discussed the best approach for retail investors to access alternatives....

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2023
  • Global Infrastructure: Building for the future

    businesses, with stable cashflows and predictable growth into the future that is linked to inflation.” Speaking at the 2023 IMAP Portfolio Management Conference in Melbourne, Justin points to industry data covering the period from 2005, which...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2023
  • IMAP announces that Managed Account FUM reaches $144.5 bn on 31 December 2022

    IMAP jointly with Milliman reports that the latest Managed Accounts market data shows a total of $144.5bn FUM for balance date 31 December 2022 in its 6 monthly long term series. The increase being supported by improved markets and a reported $10bn of...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2023
  • 2023 Conference Videos

    • Type: Article
    • Author: lucie bradley
    • Category: IMAP
  • InvestTech 2023 - A faster, smarter future

    on the development of technology going forward,” says Andrew Inwood - Founder and Principal of CoreData. Speaking at the IMAP 2023 Virtual InvestTech conference, Andrew says advancements in medical technologies will mean that most cancers, as well as...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2023
  • InvestTech 2023 - ChatGPT: The new age of AI

    delivered by Dr Michael Kollo - Founder and Chief Executive Officer of Qurious Analytics - who used his presentation at the IMAP 2023 Virtual InvestTech conference, to explain how AI language technologies, like ChatGPT, will strengthen the advice...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2023
  • InvestTech 2023 - Cybersecurity: A vital piece of the advice relationship

    found that 93 per cent of clients want to be notified within the same day if their data was compromised. Speaking at the IMAP 2023 Virtual InvestTech conference, Fraser says in order for advice businesses to safeguard their data, there were a number of...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2023
  • InvestTech 2023 - Technology is key for client goals

    services industry, as technology plays a greater role in supporting advisers and advice businesses. Speaking at the IMAP 2023 Virtual InvestTech conference, Jacqui says that moving forward, the industry needs to look at how it can empower consumers to...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2023
  • Boutique management within Australian equities

    accounts was primarily driven by client demand, says Callum Burns - Managing Director and Portfolio Manager. Speaking at an IMAP Specialist Webinar Series on ‘The advantages of being a boutique manager’, Callum says the business started running the SGH...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2023
  • Boutique management within global equities

    thrive with, and which I believe provides boutique managers with a definitely competitive advantage.” Speaking at an IMAP Specialist Webinar Series on ‘The advantages of being a boutique manager’, Hugh says the availability of information today has...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2023
  • Getting the benefits of real assets for retail investors - IMAP Independent Thought

    to private equity and real assets? “It’s a good question,” says Dale Holmes - Director at Spire Capital. Speaking at the IMAP Independent Thought Conference in Melbourne, Dale says there have been periods of time where quality simple hasn’t been...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2022
  • How to deal with increasingly volatile markets - IMAP Independent Thought

    When talking about risk, it’s generally referred to in relation to volatility and the potential for capital loss. Raf Choudhury (abrdn), William Higgins (DFS Portfolio Solutions), Glen Foster (Atrium), and Victor Huang (Milliman) discuss their approach...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2022
  • Has inflation peaked? - IMAP Independent Thought

    Inflation underpins every asset class. But have we seen the peak of inflation? Jay Sivapalan (Janus Henderson), Hugh Dive (Atlas Funds Management), Kieran Rooney (Evergreen Consultants), and Chamath De Silva (BetaShares) discuss the implications of...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2022
  • Improving client relationships with philanthropy - From IMAP Independent Thought

    Caitriona Fay - Managing Partner, Community & Social Investment explains Perpetual Private’s approach to improving client relations with philanthropy and explains the 3 primary philanthropic structures that can be used in Australia

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2022
  • The rise of ESG as an investment theme - IMAP Independent Thought

    The appetite by Australian investors for portfolios that meet their personal values, continues to rise steadily. And sitting at the heart of this is ESG. Leah Willis (Australian Ethical), James Harwood (Russell Investments), Michael Salvatico (S&P...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2022

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