Beyond SMAs: The next evolution
Mike Wright Evidentia & Lonsec Joining Alex on a panel discussion on ‘Beyond SMAs: The next evolution’ at the 2025 IMAP Portfolio Management Conference in Sydney, Kieran Canavan — Chief Investment Officer at Centric (a platform operator and fund manager...
Retirement portfolios: Solutions for a new world
cohort of retirees. Julian LefcovitchNorth Oliver Ge, CFAPendal Vaughan Hain Ethinvest In a panel discussion at the 2025 IMAP Portfolio Management Conference in Sydney on ‘Retirement portfolios: What they should look like and why’, Julian says that with...
Considering REITs for exposure to real assets
(natural gas). Mark Mazzarella, CFADexus Speaking on the topic of ‘Why consider REITs for real asset exposure?’ at the 2025 IMAP Portfolio Management Conference in Sydney, Mark points to a number of characteristics that make REITs a compelling offering...
Making core and satellite work
and potential outperformance. Caitriona WortleyDrummond Capital Partners Cameron GleesonBetashares Toby PotterIMAP We run ‘best ideas’ portfolios across various market segments as the core part of the portfolio. However, we do spend a lot of time...
the service and value proposition of the business. In a presentation on ‘Managing the program’, which was part of a broader IMAP Specialist Series focused on ‘Putting a managed account program in place’, John Burton — Head of Sales at Lonsec — says...
Tackling the issues of investment management
of a managed accounts program. In a webinar presentation on ‘The investment management issues’, which was part of a broader IMAP Specialist Series focused on ‘Putting a managed account program in place’, Kieran says there are three key areas that make...
Emerging markets: A once in a generation opportunity
offers. Chad HitzemanGlobal X Monik Kotecha Insync Funds Management Nathan Lim Lonsec Investment Solutions Speaking at an IMAP webinar on ‘Portfolio opportunities from Asian investment’, Monik says Insync’s approach to selecting business opportunities...
Portfolio considerations outside listed markets
to fully understand.” Adam MyersPengana Capital Graeme Bibby, CFA Partners Wealth Group Rebecca JacquesMercer Speaking at an IMAP Specialist Webinar on ‘Portfolio management considerations outside listed markets’, Rebecca believes understanding how...
Manager experience key in private markets
to a portfolio,” says Hagai Netser — Head of Core and Opportunistic Portfolios and Partner at Koda Capital. As part of an IMAP Specialist Webinar discussion on ‘Private Markets’, Hagai believes private markets are a compelling asset class. As a...
Real assets: A positive long-term story
investors, as they generally deliver: high income, inflation protection, and have a low correlation to equity markets. In an IMAP Specialist Webinar on ‘Real Assets’, Michael Sheffield — Executive Director at Dexus — acknowledges that while real estate...
Investing post the U.S. Presidential election
an already slowing global economy. In addressing the topic of investing post the 2024 U.S. Presidential election at an IMAP Independent Thought Roundtable, Harbour Reach’s base case for the global economy is consistent with the International Monetary...
A synchronised approach to monetary policy
needs to be a key consideration when investing, says Grant Feng — Senior Economist, Asia-Pacific at Vanguard. Speaking at an IMAP Independent Thought Roundtable on ‘Investing after the U.S. election — Diverse views on global strategy’, Grant refers to...
Fixed income in a period of uncertainty
crucial to consider how best to manage investment portfolios in a changing rate cycle.” Speaking on fixed income at the 2024 IMAP Independent Thought Conference, Michael says the market is already pricing in a rate cut for December 2024, although Real...
Navigating the headwinds of global equities
of consumer spending “falling off a cliff” has not eventuated. Addressing the topic of global equities at the 2024 IMAP Independent Thought Conference, Tim says when you put these three factors together, they suggest that earnings growth is going to...
A targeted approach to Australian equities
market environment is favourable for Australian equities John Guadagnuolo Speaking on Australian equities at the 2024 IMAP Independent Thought Conference, John believes that although long duration growth is shaping up as a definite thematic moving...
Alternatives: A portfolio diversifier
Alexander ChambersWellington Management Frederick Pollock GCM Grosvenor Kieran CanavanCentric Speaking at the 2024 IMAP Independent Thought Conference, Kieran believes another reason why advisers should consider alternatives is for their diversification...
IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024
IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance. IMAP Census of Managed Account FUM in conjunction with Milliman reports that...
Eyeing off the opportunities in property
workers in Australia, which will mean reduced demand for office property moving forward. Speaking on property at the 2024 IMAP Independent Thought Conference, Chris says since the outbreak of COVID, there has been plenty of time for property tenants to...
Picking a good private credit option
indicator of future performance in private markets Tom Schubert Do your due diligence Speaking on private credit at the 2024 IMAP Independent Thought Conference, Tom says as a result of some significant super fund failings locally in private markets,...
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