IMAP’s third consecutive InvestTech conference showcased the latest technology offerings and solutions for the managed accounts sector.
Client-centric investment decision-making
It was a full house at the Arts Centre Melbourne on 22 October, when IMAP conducted its second Portfolio Management Conference for the year. With 11 sessions on offer, there was a good selection of client-focused investment topics and presentations for...
ASIC Update December 2019 from IMAP Regulatory Group
Executive Leader of the Investment Manager Team within ASIC spoke at the Professional Planner Researchers Forum. Read on for IMAP's view of the high level takeouts from his presentation and considerations for licensees who advise on managed accounts....
and high performing Investment Committee in a best interests world? Perspectives Autumn 2022 Read More 21 March 2022 IMAP announces that Managed Account FUM reaches $131.65 bn on 31 Dec 2021 Perspectives Summer 2022 Read More 18 January 2022 Future...
IMAP Milliman Managed Account FUM Census Results as at 30 June 2019
Managed Accounts Grow $9.26bn for first 6 months of 2019 – Net inflows double IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest data in its 6 monthly Managed Accounts FUM Census series. As at...
An ethical and sustainable approach
investment process. Arranged with the support of Refinitiv. Participants Amanda Munro – Chair, Portfolio Management Group, IMAP Daniel Nelson – Senior Research Analyst – Direct Equities, Perpetual Private James Freeman – Philo Capital Paul Hewitt –...
Category: Licensee Managed Account Viridian Advisory took home the prestigious Licensee Managed Account category at the 2019 IMAP Managed Account Awards. Piers Bolger, Chief Investment Officer at Viridian, talks to Jayson Forrest about the firm’s...
Elston Asset Management has taken out the Australian Equities category at the 2019 IMAP Managed Account Awards.
Category: Australian Equities Small Cap
At the IMAP Managed Account Awards, Macquarie Investment Management took out the Australian Equities Small Cap category for the second consecutive year.
Category: Australian Fixed Interest
accounts, Real Asset Management punches well above its weight, taking out the Australian Fixed Interest category at the IMAP Managed Account Awards.
Category: International Equities
Watershed Funds Management has taken out the International Equities category at this year’s IMAP Managed Account Awards.
Soteria Capital – Stanford Brown’s fully owned investment company – took out the award for Multi Asset Class at the IMAP Awards.
The Innovation category at the IMAP Managed Account Awards went to Praemium for its ‘Welcome to the Upgrade’ initiative.
Practice-based investment management
Speaking at the IMAP Investment Management Conference in Sydney, Piers Bolger and Martin Crabb talked with Damian Cilmi of Praemium about the importance of getting the foundations right when building an investment program internally within an advisory...
IMAP appoints Chair of Portfolio Management Group
IMAP has appointed Amanda Munro CFA to the position of Chair of the Portfolio Management Group within the organisation.
IMAP Awards: Raising standards
The judges of the 2019 IMAP Managed Account Awards were pleased with the quality of entries across the seven categories.
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IMAP announces Managed Account Awards 2019 Winners
IMAP announces Managed Account Awards 2019 Winners The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2019 IMAP Managed Account Awards. “The quality and depth of the entries has again impressed our awards judging...
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