managed accounts

• IMAP Announces 2020 Managed Account Awards Finalists

  The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single sector asset classes and multi asset class programs delivered as either MDA portfolios of platform based SMAs...

• IMAP announces inaugural Awards
• 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 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 coordinates a Managed Account Submission to Royal Commission - PDF Download available

  IMAP coordianted a submittion from teh managed accounts industry as a response to the Royal Commission Interim Report to illustrate that managed accounts can have positive putcomes for the end investor. This submission makes reference to 5 of the particular issues raised in the Interim Report

   

• IMAP Managed Accounts Data Standards initiative completes Phase One

  IMAP announces that Phase One of the Managed Accounts industry initiative to develop Data Standards is complete.

• IMAP submission on proposed review of CP385 and draft RG181

  Read IMAP's submission to Australian Securities and Investments Commission (ASIC) in relation to the proposed review of CP385 and draft RG181, with specific reference to issues arising in areas of retail financial services which concern the creation, management and advice on managed accounts.

   

• In-house managed account portfolios - Pros and Cons

  Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can  building great investment solutions for clients & bringing efficiencies, but can come with challenges. 

   

• Inaugural Digital Wealth Report by Investment Trends

  A key finding of the inaugural Digital Wealth Report released by Investment Trends is that banking relationships are being redefined.

• Income with purpose

  Bill Bovingdon (Australian Ethical) examines the rise of green and sustainable bonds are helping to reshape the fixed income market by allowing people to invest with a social and environmental purpose, without sacrificing their return on investment

• Investing in the transition to zero emissions

  As well as providing strong investment returns to its clients, the companies Australian Ethical invests in are helping shape the world we live in. Here are 5 examples of companies it is  investing in that are leading the transition to a zero-carbon economy

• Investing post the U.S. Presidential election

  Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for investment markets

• Investment - Names your clients haven’t heard of

  Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for growth outside of Australia

   

• Investment - Opportunities in global markets

  For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.

   

• Investors turn to managed products

  The outlook of Australian investors for domestic stocks remains subdued in the opening months of 2020, despite the market’s strong performance in 2019. According to findings from the Investment Trends’ Investor Product Needs Report

• Judge provides IMAP Awards insights

  With the deadline for submissions for this year’s IMAP Managed Account Awards closing on 26 June 2020, one of this year’s judges has provided some valuable insights into the overall criteria and judging process for these prestigious awards

• Making core and satellite work

  Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio

   

• Managed Accounts Data Standards group completes Phase 2 Reporting Specifications

  IMAP announces that it's Data Standards Working Group has successfully completed Phase 2 by developing 2 important management reporting standards for ‘FUM’ and ‘FLOW’ 

• Managed accounts get tick of approval

  Over the last five years, the number of financial advisers recommending managed accounts has doubled from 22 per cent to 44 per cent, with a further 26 per cent thinking of adding this investment solution to their advice offering

   

• Managed accounts: The art of portfolio management

  Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation.

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