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IMAP announces that Managed Account FUM reaches $131.65 bn on 31 Dec 2021
IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reached $131.65 bn as at 31 Dec 2021, a new record.
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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Crypto: Don’t write it off just yet
There remains great uncertainty and healthy skepticism around cryptocurrency. At IMAP Specialist Webinar Series on ‘Investing in Disruption’, Craig Hobart (Monochrome Asset Management), Heath Behncke (Holon Global Investments), Cameron Gleeson...
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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Does artificial intelligence and machine learning really work in portfolio management? IMAP Specialist Webinar features Dr James Yang (Coolabah Capital Investments), Dr David Allen (Plato Investment Management), David Wanis (Longwave Capital), Dr...
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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Revolution and evolution in ESG
A roundtable of investment professionals discussed their environmental, social and corporate governance (ESG) considerations when building managed account portfolios. The discussion was led by Peter Wilson (Strategic Wealth), Deanne Baker (Lonsec) and...
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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Globalisation poised to change industry
IMAP Chair Toby Potter and Peter Worn - Joint Managing Director at Finura Group - provide their key insights from the IMAP InvestTech 2021 virtual conference, including the likely themes that are expected to play out in the industry from 2022 and...
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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Safeguarding the greenness of ESG
The regulatory landscape of ESG is changing rapidly. At the IMAP InvestTech 2021 conference, Stuart Alsop of FE fundInfo took a deep look at the regulatory landscape - both here and overseas - and explains where the industry needs to go with ESG...
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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of managed account advice, they first need to understand the challenges involved in the advice process. Speaking at the IMAP InvestTech 2021 virtual conference, Rick Di Cristoforo - Director of Research Products AU/NZ at Morningstar - discusses six of...
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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When AdviceTech meets InvestTech
Speaking to an audience of around 200 at the IMAP InvestTech 2021 virtual conference, the CEO of WealthO2, Andrew Whelan, outlined the role technology can play in enabling advice practices to achieve scale and efficiency, while reducing many of the...
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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Advice tech choices: platform vs ecosystem
The financial services sector is on the cusp of a major shift in advice technology. Speaking at the IMAP InvestTech 2021 virtual conference, - reveals some of the emerging technology trends that will impact the industry over the coming years
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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Investors ride market to record highs but ignore lessons from COVID-19 crisis
"Investment markets are at a unique juncture. Equities are at record highs yet one can reasonably question whether the foundation keeping these valuations aloft is solid" says Victor Huang, Practice Leader, Milliman Australia
- Type: Article
- Author: Super User
- Category: Perspectives Summer 2022
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How Do You Benchmark a Multi-Asset Fund?
The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2021
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Notes from July 2025 Meeting of the IMAP MDA Providers Group
- Type: Article
- Author: Craig Dewhurst
- Category: IMAP
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- Type: Article
- Author: Craig Dewhurst
- Category: IMAP
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- Type: Article
- Author: Craig Dewhurst
- Category: IMAP
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The Institute of Managed Account Professionals (IMAP) established an Industry Working Group in November 2017 to develop data standards for the exchange of managed account model data and other data applications.
- Type: Article
- Author: Super User
- Category: IMAP
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Calendar of IMAP Events including Conferences, Webinars Podcast series
- Type: Article
- Author: Craig Dewhurst
- Category: IMAP
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- Type: Article
- Author: Craig Dewhurst
- Category: IMAP
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Advice on managed accounts: A legal perspective
Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2021
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How to obtain a copy of the FSC / IMAP Template for DDO
IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new Design & Distribution obligations (DDO) laws...
- Type: Article
- Author: Super User
- Category: News
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The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth
Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of $111bn, exceeding $100bn for the first time. Toby Potter IMAP CHair explaiins 7 factors...
- Type: Article
- Author: Super User
- Category: Perspectives - Spring 2021
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