Findex

  • Managed accounts: Platforms and administration

    IMAP Specialist Webinar Series on ‘managed accounts platforms and administration

    Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering

  • Private market equity opportunities

    Private market equity opportunities

    Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital)

    discuss their approaches to providing investors with solutions to access opportunities in private market equities.

     

  • Tackling the issues of investment management

    Tackling the issues of investment management for managed accounts

    Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future holds.

     

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0414 443 236