• The five drivers of advice prosperity

    Andrew Mathie, Samantha Hawkins and Matt van Dijk discussed the latest findings from Praemium research, which was undertaken by Business Health, on the key drivers for success for advice practices.

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

  • The Quality of Advice Review: Understanding the dimensions of quality

    With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter share their thoughts on what quality advice is and outline their key recommendations to Treasury

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

  • Beyond 2023: The next 10 years of managed accounts

    As managed accounts continue to grow rapidly, speakers at the IMAP Specialist Webinar Series on ‘Transforming advice into wealth management’ reveal their thoughts on how their businesses are preparing for the next 10 years and beyond.

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

  • Vertical integration and the role of advice

    Management/Viridian Financial Group), Matthew Swieconek (Findex) and Paul Forbes (Australian Advice Network) at a recent IMAP webinar on ‘The strategic role of wealth management in a diversified financial services business’

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

  • Portfolio management in an inflationary environment

    How do portfolio managers and advisers transition portfolios to a higher interest rate environment? Brad Matthews (Brad Matthews Investment Strategies), Brendan Paul (Atrium Investment Management), and David Cohen (Evergreen Consultants) discuss the...

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • In Defence of Efficiency

    is a better way for advisers to provide the service that clients are lead to believe they will receive says Toby Potter IMAP Chair

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • Inflation and the impact on global equities

    Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • The art of handling illiquid assets

    Matthews Investment Strategies) examine the options and merits of allocating illiquid assets in managed accounts at the 2022 IMAP Portfolio Management Conference.

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • Listed real assets as an inflation hedge

    Speaking at the 2022 IMAP Portfolio Management Conference, Jan de Vos (Resolution Capital) and Dan Cave (Zenith Investment Partners) consider the role of real estate and property in portfolios in an inflationary environment.

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • Global equities: Identifying the opportunities

    Speaking at the 2022 IMAP Portfolio Management Conference, Francyne Mu CFA (Franklin Templeton) provides her views on the current global environment, and how macro and geopolitical issues will affect Franklin Templeton’s approach to identifying...

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • Infrastructure: Does it offer protection from inflation?

    In a wide ranging discussion on real assets at the 2022 IMAP Portfolio Management Conference, John Julian (AMP Capital) and Dan Cave (Zenith Investment Partners) consider the role of infrastructure in portfolios, particularly as a defence against...

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • Inflation: Surely this can’t last?

    impacting the portfolio management process? Alex Ventelon (Morgan Stanley), Aman Ramrahka (Morningstar), and David McDonald (IMAP) seek to answer these questions at the 2022 IMAP Portfolio Management Conference

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • China and the impact on regional equities

    In a wide ranging discussion on Asian equities at the 2022 IMAP Portfolio Management Conference, Dr Joseph Lai (Ox Capital Management), Rizi Mohanty (FSSA Investment Managers), and Dr Isaac Poole CIMA® (Oreana Financial Services) share their thoughts...

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • The benefits of megatrend investing

    objectives of clients. Monik Kotecha (Insync Funds Management) shared his insights on these megatrends at the 2022 IMAP Portfolio Management conference

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022

  • IMAP 2022 Webinar Videos

    • Type: Article
    • Author: Jenny Phimleut
    • Category: IMAP

  • IMAP 2022 Webinar Videos

    • Type: Article
    • Author: Jenny Phimleut
    • Category: IMAP

  • IMAP 2022 Webinar Videos

    • Type: Article
    • Author: Jenny Phimleut
    • Category: IMAP

  • 2024 Webinars

    • Type: Article
    • Author: Jenny Phimleut
    • Category: IMAP

  • IMAP 2022 Webinar Videos

    • Type: Article
    • Author: Jenny Phimleut
    • Category: IMAP

  • How to structure an effective and high performing Investment Committee in a best interests world?

    As leading advice practices continue to evolve their offerings, a common topic of conversation has been 'How to structure an effective and high performing Investment Committee in a best interests world?' This short article points out 5 key areas to...

    • Type: Article
    • Author: Super User
    • Category: Perspectives Autumn 2022
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