managed discretionary account

Diversification of assets, style and strategies are essential when constructing portfolios in today’s challenging environment, explains Veronica Klaus (Lonsec).

William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

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.

Recession’ is a word that is increasingly gaining prominence in both news headlines and in many adviser/client conversations. Diana Mousina (AMP Capital) and David Matesic (Atrium Investment Management) recently joined together to discuss whether Australia is heading towards a recession and how portfolios should be positioned in response.

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.

The outlook for Australian equities is looking positive. David Wanis (Longwave Capital), Peter Bell (Bellmont Securities), Hamish Tadgell (SG Hiscock), & Andrew Garrett (Perpetual) provide their thoughts on the key themes and opportunities at the 2023 IMAP Independent Thought Conference

As managed accounts continue to grow rapidly, speakers at the IMAP Specialist Webinar Series on ‘Transforming advice into wealth management’ reveal their thoughts on how their businesses are preparing for the next 10 years and beyond.

Katie Petering - Director & Head of Investment Strategyexplains the BlackRock Investment Institute’s latest views on tactical asset allocation, including the three key investment themes it expects will play out over the next six months.

With the global economy slowing and recessionary pressures growing, how should advisers and portfolio managers respond to their fixed income settings? Adam Bowe (PIMCO), Dr Isaac Poole (Oreana Portfolio Advisory), Lukasz de Pourbaix (Lonsec), and Michael Karagianis (JANA Investment Advisers) discuss the role of fixed income in portfolios.

What are the advantages of using boutique managers when running an Australian equities portfolio in a managed accounts structure? Callum Burns (ICE Investors), Kyle Lidbury (Perpetual Private), and Marcus Bogdan (Blackmore Capital) explain their approach to constructing portfolios with an Australian equities exposure.

Three Australian-based global equities boutique managers - Hugh MacNally (Private Portfolio Managers), Monik Kotecha (Insync Funds Management), and Stephen Arnold (Aoris Investment Management) - discuss the advantages of a boutique and their approach to portfolio construction when using a managed accounts structure.

Vincent O’Neill (Stanford Brown) and Michael Karagianis (JANA Investment Advisers) discuss how advice firms successfully attract and support HNW clients, while individualising the advice service offering for them.

James Trude (Clime) and Michael Karagianis (JANA) take a look at the intricacies of building a sustainable HNW client offering, and explore the opportunity for advice practices from a growth in intergenerational wealth transfer

Andrew Mathie (Praemium) reveals key insights from Praemium’s latest research to explain why using managed accounts can help differentiate an advice service

Is there value in private markets and how do you incorporate them into portfolios? Jonathan Ramsay (InvestSense), Steven Tang (Zenith Investment Partners), and Jason Horn (BlackRock) provide their perspectives on the role of alternatives in portfolios

Advisers are increasingly recognising that the rules around investing don’t apply to the next generation of clients, so to attract the next generation of clients, advisers will need to rethink their approach to servicing a very diverse demographic base, says James Kingston - BlackRock

Chris West (Context Capital), Michael Frearson (Real Asset Management), Chris Lioutas (Insight Investment Consultants), and Tim Hext (Pendal Group) provide their outlook for fixed interest over the next 12 months.

Choosing and implementing the right technology for a financial planning business can be challenging and often confusing. Paul Moran (Moran Partners Financial Planning) shares his four-step approach to adopting technology.