managed accounts

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

2026 Budget brought key changes to Capital Gains Tax. Stuart Sheary (Institute of Financial Professionals Australia) & Chris Brycki (Stockpot) consider how portfolios should respond to a new tax environment where capital gains are less favourably treated

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

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.

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

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

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

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’ 

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

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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Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities.

John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.

Find out more about Managed Accounts at the FPA Professionals Congress in Sydney from 22 – 23 November 2021.

IMAP's Managed Accounts Zone is a great "no pressure" way for advisers and dealer principals to find out more about implementing and operating Managed Account services.

Jonathan Hoyle AFP® discusses three highly significant developments that have all but made essential the need for discretionary, professional portfolio management.

Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.

Managing a retirement portfolio for income and growth can be tricky in a low return market, especially if you are reliant on that income. Kris Walesby believes a diversified approach to investing will assist with both growth and income.

North, one of Australia’s leading wrap investment platforms, has strengthened the breadth of its client offer with the addition of 6 new managed portfolios from global investment manager BlackRock.  says AMP Group Executive of Platforms Edwina Maloney

North has announced that it has expanded its range of customisation options for managed portfolios, giving advisers more flexibility over the assets their clients hold, to help more advice practices deliver portfolio customisation at scale