• Have we seen the end of globalisation? - IMAP Independent Thought

    A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia), David Berthon-Jones (Aequitas), Matthew Swieconek...

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

  • Four-step approach to technology adoption

    Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology.

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

  • Sustainable portfolios: A winning approach

    ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of ESG and the role they play in client...

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

  • Getting to the Core of portfolio management

    It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third consecutive year - a first by any licensee in this category - to...

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

  • Rethinking private markets - From IMAP Independent Thought

    While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without their risks. Adrian Mackenzie (Five V Capital), Andrew...

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

  • Think local, go global - From IMAP Independent Thought

    As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting), Tim Murphy...

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

  • Navigating uncertainty with global equities - From IMAP Independent Thought

    Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this part of the portfolio is particularly challenging. Andy Gardner (Fiera Atlas...

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

  • IMAP responds to Treasury's Quality of Advice Review

    IMAP responds to Treasury's Quality of Advice review saying that "the recommendation to give “good advice” instead of “act in the Best Interest of the Client” would replace a well understood duty which imposes clear obligations on both the person and...

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

  • Bonds are now an option for Portfolios - From IMAP Independent Thought

    With the global economy slowing and recessionary pressures growing, how should advisers and portfolio managers respond to their fixed income settings? Adam Bowe (PIMCO), Dr Isaac Poole (Oreana Portfolio Advisory), Lukasz de Pourbaix (Lonsec), and...

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

  • Setting the case for Aussie equities - From IMAP Independent Thought

    Despite a challenging and volatile investment environment, Martin Conlon (Schroders), Anthony Golowenko(MLC Asset Management), Chris Reynolds (Infinity Asset Management), and Peter Bell (Bellmont Securities) set the case for Australian equities.

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

  • BlackRock - Back to a volatile future - IMAP Independent Thought

    Katie Petering - Director & Head of Investment Strategy explains the BlackRock Investment Institute’s latest views on tactical asset allocation, including the three key investment themes it expects will play out over the next six months.

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

  • IMAP announces that Managed Account FUM reaches $135.8 bn on 30 June 2022

    Market headwinds in first half of 2022 met by positive inflows resulting in overall growth in Funds under Management in Managed Account services to a record level.

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

  • IMAP Announces 2022 Managed Account Awards Winners

    The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2020 IMAP Managed Account Awards following a record number of entries this year. The quality and depth of the entries has again impressed our awards judging panel....

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

  • Are we heading for a recession?

    Recession’ is a word that is increasingly gaining prominence in both news headlines and in many adviser/client conversations. Diana Mousina (AMP Capital) and David Matesic (Atrium Investment Management) recently joined together to discuss whether...

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

  • Building a practice with HNW clients

    Vincent O’Neill (Stanford Brown) and Michael Karagianis (JANA Investment Advisers) discuss how advice firms successfully attract and support HNW clients, while individualising the advice service offering for them.

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

  • Talent and the perfect storm

    As adviser numbers shrink, attracting, training, paying and retaining financial advisers is one of the most important issues facing businesses. Alisdair Barr (Striver), Matthew Swieconek (Findex) and Jonathan Scholes (Findex) discuss how advice...

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

  • The climate change challenge

    The net zero carbon transition is providing investors with a range of opportunities in the ethical and climate-responsible investing space. Leah Willis and Dr Stuart Palmer discuss the growing appetite by investors for this type of investing.

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

  • Transitioning to Managed Accounts

    the six critical factors that underscore a successful rollout of managed accounts. By Jayson Forrest - Managing Editor - IMAP Perspectives Deciding to transition to a managed accounts program is the easy bit. However, for advice businesses that are not...

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

  • Investing in an inflationary environment

    Alex Ventelon and Wayne Chatterjee (Morgan Stanley) explain why taking a multi-asset allocation approach is better suited to generate favourable risk-adjusted returns in the current volatile and inflationary environment.

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

  • Overcoming detours and roadblocks for successful implementation

    There are a range of potential obstacles to avoid when implementing a managed accounts structure. Brent Bevan (MLC) identifies the key obstacles and provides solutions to overcoming them.

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2022
Results 141 - 160 of 568

Contact us

 

Phone
0414 443 236