Jayson Forrest

  • 15 years of lessons learnt

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    John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the last 15 years

  • 2020 IMAP Award for Aust Equity Small Cap category

    Consistency is the key as for the third consecutive year, Macquarie Investment Management has taken out the IMAP Award in the Australian Equities Small Cap category for its Australian Equities Small Companies SMA Strategy.

  • 2020 IMAP Award for Fixed Interest category

    Fundamentals pay off at Real Asset Management who have won the IMAP Award for a third consecutive year in the Australian Fixed Interest category. Thi ssuccess speaks highly to the quality of processes, people and performance track record at Real Asset Management.

  • 2020 IMAP Award for Innovation category - Building smart client solutions

    Milliman’s SmartShield Series  - a set of managed account portfolios with built-in risk management protection - has taken out the Innovation category at the 2020 IMAP Managed Account Awards.

  • 5 key areas for overseas investing

    Speaking at a recent IMAP webinar on ‘Considerations for licensees in international investing’, Nathan Lim Morgan Stanley's Head of Wealth Management Research Australia, reveals the 5 key areas that investors need to be aware of when investing in overseas markets.

  • A collaborative future - InvestTech 2020

    Speaking at the IMAP InvestTech 2020 conference, Franklin Templeton’s James Verner and Quantifeed’s Alex Ypsilanti explain how through business collaboration, they have been able to build a sustainable business model that is achieving digital alpha.

  • A good team, a good business

    Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some of the key considerations advice practices need to make when transitioning to managed accounts.

     

  • A New Rebalance InvestTech 2020

    With over 20 years’ experience in financial services, Shannon Bernasconi WealthO2’s Managing Director and Co-founder is excited by how technology innovation is shaping the future of advice and the development of managed accounts in Australia.

  • Advice in a volatile market

     CEO Angus Mason talks with Anne Hamieh of Xplore Wealth about how Cashel Family Office is using managed accounts and technology to better manage market volatility.

  • Advice on managed accounts: A legal perspective

    Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.

     

  • An MDA journey: Lessons learnt along the way

    Staring out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of the insights and lessons learnt from running MDAs over the last 24 years.

  • Artificial Intelligence - coming, ready or not

    There are many misconceptions surrounding artificial intelligence. Gihan Perera is a business futurist, speaker and author who works with business leaders to help them lead and succeed in an uncertain but exciting future. He provides some key insights on how AI can improve your business...

  • Asset allocation: Evolution not revolution

    The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome Lander (WealthLander) discuss their optimal approach to asset allocation, particularly when building portfolios in a challenging environment.

     

  • Blackmore Capital takes out the 2020 IMAP Award for Australian Equities.

    The judges were impressed with Blackmore Capital’s intensive approach to investing, with the Australian Equity portfolio manager taking out the 2020 IMAP Award for Australian Equities.

  • Building a managed accounts program

    Angela Ashton (Evergreen Consultants), Justin McLaughlin (ClearView), Martin Crabb (Shaw and Partners) and Paul Saliba (AMP) discuss the challenges of building managed account programs for larger advice businesses. The magic figure to operate a profitable and efficient managed accounts program within a large advice business is...

  • Building portfolios using alternatives: The researcher’s view

    Alternatives' is a catchall for a huge range of investment opportunities designed to improve returns or reduce risk in portfolios. Daniel Stojanovski (Centrepoint Alliance) talks to three research house experts - Deanne Baker (Lonsec), Steven Tang CFA (Zenith Investment Partners) and Tim Murphy CFA (Morningstar) - about their views on using alternatives in portfolios

     

  • Communicating with clients on ESG

    ESG and ethical investing is becoming increasingly important in the advice space, as more investors turn to this style of investing. Speaking at the IMAP Adviser Roadshow 2021, Angela Ashton (Evergreen Consultants), Dugald Higgins (Zenith Investment Partners) and Leah Willis (Australian Ethical) explain their approach to communicating with investors on ESG. The session was moderated by Alan Logan (Marcona Partners).

     

  • Diversification is key to RAM’s success - Fixed Interest Catergory

    In an impressive display of portfolio management, Real Asset Management has taken out the Australian Fixed Interest category in the 2021 IMAP Managed Accounts Awards for an unprecedented four consecutive years.

     

  • Eight dimensions for building a business model

    Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear) explore eight key areas that businesses should consider as part of building a successful business strategy

     

  • ESG can be challenging for clients

    Despite a growing focus on environmental, social and governance (ESG) investing by investors, designing client portfolios that sustainably satisfy the criteria for ethical and responsible investing can be challenging.

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0414 443 236