managed accounts

• Manager experience key in private markets

  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.

   

• Managing the growth allocation

  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.

   

• Managing the program

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

   

• More about Managed Accounts at the FPA Professionals Congress Sydney Here is the link to the FPA Professionals Congress 2021 7th & 8th April 2022

  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.

• My Perspective Jonathan Hoyle

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

• Navigating the headwinds of global equities

  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.

   

• News

• No retirement for investments

  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 extends investment menu with new functionality for advisers & their clients

  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 focuses on customisation and flexibility with several new additions

  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

• North’s managed portfolio AUM passes $11 billion as investment menu expands

  North, one of Australia’s leading wrap investment platforms, has seen its managed portfolio range become the fastest growing in the market after it surpassed $11 billion in assets under management (AUM) says AMP Group Executive of Platforms Edwina Maloney
  

   

• One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients

  We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested, through all market conditions. In the Australian market, Milliman's SmartShield stands unique among more than 3,700 funds management products.

   

• Patient Passive investors defy Panicking Professionals – again

  "In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’.
  Here are the Good, the Bad, and the Ugly asset classes for 2023." says Ashley Owen.

• Perpetual kicks goals with Mainstream SMA

  Following Perpetual Corporate Trust’s appointment as the responsible entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since May 2019, with initial commitments greater than $150 million.

• Perspectives

   

• Picking a good private credit option

  Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit option

   

• Portfolio considerations outside listed markets

  Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

   

• Portfolio customisation: Models with tailoring

  Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

   

• Practical implementation of managed accounts

  Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

   

• 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.