• IMAP Awards International Equities Winner - Investing that is true to label

    Aoris Investment Management won the International Equities category at the 2025 IMAP Managed Account Awards. Rohan Brotherson (Aoris Investment Management) and Rob da Silva (Foresight Analytics) discuss Aoris’ consistent approach to investing Aoris...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Spring 2025

  • IMAP Awards Australian Equities Small Caps Winner - Consistency in small caps approach

    Infinity Asset Management succeeds in the Australian Equities Small Caps category at the 2025 IMAP Managed Account Awards. Chris Adams (Infinity Asset Management) & Toby Potter (IMAP) discuss Infinity’s approach to investing. Infinity Asset Management...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Spring 2025

  • IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns

    Russell Investments’ approach to sustainable investing has seen it take out the Responsible Investing category at the 2025 IMAP Managed Account Awards. James Harwood (Russell Investments) and Chetan Trehan (SQM Research) discuss how Russell is...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Spring 2025

  • IMAP AWARDS

    • Type: Category

  • IMAP Awards Boutique Licensee Winner - Philosophy drives investment success

    Michael Karagianis (JANA) and Toby Potter (IMAP) look at the winner in the Boutique Licensee category of the 2025 IMAP Managed Account Awards - Strategic Wealth, & discuss the importance of integrating investment management and advice in the managed...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Spring 2025

  • IMAP Awards Fixed Interest Winner - Making the complex simple

    Charlie Callan (BondAdviser) and Toby Potter (IMAP) discuss how BondAdviser’s focus on fixed income and its mission to ‘make the complex simple’ won the Fixed Interest category in the 2025 IMAP Managed Account Awards Charlie Callan (BondAdviser) and...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: Perspectives - Spring 2025

  • IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $256.24 bn as at 30 June 2025

    IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $232.77 bn as at 31 December 2024, this is a 6 monthly increase of $27.19 bn since June 2024 Strong investment performance together with inflows of...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2025

  • IMAP submission on proposed review of CP385 and draft RG181

    Read IMAP's submission to Australian Securities and Investments Commission (ASIC) in relation to the proposed review of CP385 and draft RG181, with specific reference to issues arising in areas of retail financial services which concern the creation,...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2025

  • Upcoming IMAP Events Information & Registration

    Submissions for IMAP's 2026 Managed Account Awards are NOW OPEN In this 9th year of IMAP's Managed Accounts Awards, IMAP, our panel of judges and our Awards Partners and Technology Partner are excitited to be delivering the annual Awards for the...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • IMAP “Better Client Outcomes” Research Study

    investors. Proving the case for better client outcomes is critical to satisfying the Best Interest Duty. To address this, IMAP is sponsoring a Research Study with the University of Sydney (USyd) to assess the difference in client outcomes between...

    • Type: Article
    • Author: Craig Dewhurst
    • Category: IMAP

  • ASPIRE to portfolio tailoring in managed accounts

    FUM. By Jayson Forrest David Hutchison North Speaking on the topic of ‘Broadening the appeal of managed accounts’ at the IMAP Advice in Action 2025 conference, David believes in order to better understand why it is that two-in-five advisers are...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2025

  • In-house managed account portfolios - Pros and Cons

    advisers and clients. Joining Veronica in a discussion on ‘The pros and cons of in-house managed account portfolios’ at the IMAP Advice in Action 2025 conference, David Wilson — Senior Investment Consultant at JANA Investment Advisers — agrees there are...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2025

  • Connecting with the next generations

    engagement By Jayson Forrest Damon Riscalla Betashares Addressing the topic of ‘Intra and inter-generational advice’ at the IMAP Advice in Action 2025 conference, Damon says not only is wealth transfer happening as inheritances, but also as gifting,...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2025

  • Advice efficiency gains through AI tools

    — Trends, opportunities and how advice practices can unlock enhanced efficiency and uplift their client experience’ at the IMAP Advice in Action 2025 conference, Sean identifies three emerging themes occurring in AI that’s helping to improve business...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2025

  • Targeting high-net-worth validators

    By Jayson Forrest Martin MorrisCentric Speaking on the topic of ‘High-net-worth clients and managed accounts’ at the IMAP Advice in Action 2025 conference, Martin says it’s essential that advisers understand what it is HNW investors want from the advice...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2025

  • Advice technology: It’s time to rethink business processes

    By Jayson Forrest Mark Papendieck DASH Technology Group Speaking on the topic of ‘Emerging advice technology’ at the IMAP Advice in Action 2025 conference, Mark points to GPQA (Graduate-Level Google-Proof Q&A Benchmark — a challenging dataset designed...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2025

  • What to cover when it’s time to review your Managed Account Program

    at the end of 2024 – a sure sign that managed accounts are a mainstream part of many advice groups' service offering. IMAP has observed in a number of advice groups after they have operated a managed account program for a few years, that the groups come...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2025

  • Beyond 60/40: ESG: A balance of ideology and thesis

    This is where the investment process becomes important Daniel Stojanovski Speaking on the topic of ‘ESG’ as part of an IMAP webinar series titled ‘Beyond 60:40 — Delivering portfolios for clients with different goals’, Daniel believes when building...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2025

  • Beyond 60/40: Thematics - Investing in the new economy

    Stojanovski Joining Daniel in a discussion on the topic of ‘Investing in thematic and alternative investments’ as part of an IMAP webinar series titled ‘Beyond 60:40 — Delivering portfolios for clients with different goals’, Hugh Lam, CFA — Investment...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2025

  • A different approach to retirement income

    Darren Beesley Thinking differently about traditional models Speaking on the topic of ‘Retirement income’ as part of an IMAP webinar series titled ‘Beyond 60:40 — Delivering portfolios for clients with different goals’, Darren Beesley — Head of...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2025
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