• Investing attitudes of emerging investors

    who and how we give advice to, as well as an adviser’s recommendations, services and value proposition.” Leah used the 2024 IMAP Portfolio Management Conference in Sydney to reveal some of the key takeouts from the research. There is a transformational...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2024

  • Balancing portfolio risk against returns

    growth — when stagflation, structurally higher inflation, and an inflation spike are thrown in the mix. Speaking at the 2024 IMAP Portfolio Management Conference in Sydney, Kieran says when building portfolios that protect against inflation and...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2024

  • Geopolitics: Risks and opportunities

    AMP — who adds that when investing, it’s incredibly difficult to be positioned for geopolitical risks. Speaking at the 2024 IMAP Portfolio Management Conference in Sydney, Diana says geopolitics are extremely volatile, with no correlation to the...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2024

  • The contrarian mindset: The battle against behavioural biases

    is an embedded aversion to being different and to being contrarian.” In a presentation on contrarian investing at the 2024 IMAP Portfolio Management Conference in Sydney, Lukasz challenged some of the misconceptions surrounding contrarian investing. He...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Autumn 2024

  • IMAP announces that Managed Account FUM reached $194.8 bn as at 31 December 2023

    IMAP jointly with Milliman reports that the latest Managed Accounts market data reports that managed accounts FUM reached $194.8 bn as at 31 December 2023 with reported $15bn of inflows and strong investment performance. IMAP Census of Managed Account...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Riding the AI tailwind

    AI, are the companies and industries that will materially benefit from this technology in the years ahead. Speaking at an IMAP webinar on ‘Using AI in investment’ — which was part of an IMAP Specialist Webinar Series on ‘AI and its impact on advice,...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Artificial intelligence: Friend or foe?

    of a webinar discussion about ‘What is AI: An explanation of artificial intelligence and its uses’ — which was part of an IMAP Specialist Webinar Series on ‘AI and its impact on advice, portfolio management, and investment management’ — James says AI...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Responsible investing: What’s on the horizon?

    sustainability themes increased substantially in 2022, reaching $235 billion (up from $161 billion in 2021). Speaking at an IMAP Independent Thought Roundtable (in association with Pengana Capital) on responsible investing, Nathan Fradley — Co-Director...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Managed accounts: The art of portfolio management

    to Marc Hraiki — Executive Director Adviser Sales and Service at Lonsec — it really depends on the manager. Speaking at an IMAP webinar on ‘Managed Account Portfolio Management’, Marc believes advisers should be asking the relevant model/investment...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • The fundamentals of managed accounts

    two types of managed accounts: Separately Managed Accounts (SMAs) and Managed Discretionary Accounts (MDAs). Addressing an IMAP webinar on ‘Managed Account Fundamentals’, Brett Sanders — Chief Executive at Philo Capital Advisers — and Will Riggall, CFA...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Managed accounts: Platforms and administration

    requires licensees to first weigh up a number of factors, with platform technology being a key consideration. Speaking at an IMAP webinar on ‘Managed Accounts: Platforms and Administration’, Julian Lefcovitch — Senior Product Manager, Managed Portfolios...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Building portfolios: The active/passive continuum

    at Vanguard Australia — who believes passive strategies should be an important part of portfolios. Speaking at an IMAP Independent Thought Roundtable (in association with S&P DJI) on active and passive management in portfolio construction, Duncan says...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Passive insights for active management

    is active management so difficult?,” asks Craig. As part of a wide-ranging discussion on passive and active management at an IMAP Independent Thought Roundtable (in association with S&P DJI), Craig suggested that there are three core reasons as to why...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Summer 2024

  • Marketing: Transformational change for managed accounts

    a deep understanding of both sales and marketing to his presentation on ‘Marketing managed accounts to advisers’ at a recent IMAP workshop. With managed accounts FUM reaching $161.7 billion as at 30 June 2023 (an increase of $17.2 billion on the...

    • Type: Article
    • Author: Super User
    • Category: Sponsors

  • Allocating to property and infrastructure

    multi-asset portfolio.” Joining William in a webinar about ‘allocating to property and infrastructure’, which was part of an IMAP Specialist Webinar Series on ‘Property and infrastructure: Defensive assets or troubled outlook?’, Matt Swieconek — Head of...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Infrastructure: A pathway of growth and returns

    energy, and social infrastructure (schools and hospitals). Speaking in an ‘infrastructure update’ webinar as part of an IMAP Specialist Webinar Series on ‘Property and infrastructure: Defensive assets or troubled outlook?’, Justin Lannen, CFA —...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Sound fundamentals of property

    for investment in real estate from a long-term perspective. In a ‘property update’ webinar, which was part of an IMAP Specialist Webinar Series on ‘Property and infrastructure: Defensive assets or troubled outlook?’, Damon says there are good reasons to...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Infrastructure: The risk/reward pay off

    risk/high return strategy Rob da Silva Themes and opportunities ahead Moderating a session on infrastructure at the 2023 IMAP Independent Thought Conference in Sydney, Nick Langley says listed infrastructure is a secular growth story, which offers...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Positioning portfolios for inflation

    there are still assets available to investors that are better positioned to manage inflation. Speaking at the 2023 IMAP Independent Thought Conference in Melbourne, Wayne Chatterjee, CFA — Head of Alternative Asset Research at Morgan Stanley — believes...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Do alternatives still have a key role in portfolios?

    10 years, there is now a lot more value locked up in private equity, which we believe will continue.” Speaking at the 2023 IMAP Independent Thought Conference in Sydney, Jason says the private markets story is compelling, with the combined sector...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023
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