managed discretionary account

As technology continues to reshape the advice landscape, a new wave of fintech is helping advisers to keep their clients’ goals at the centre of the advice relationship. Jacqui Henderson (Advice Intelligence) explains how this is being done.

Transitioning to net zero will be anything but smooth. John Woods (Australian Ethical) and James Kingston (iShares) talk about the challenges ahead when positioning portfolios for net zero and whether that transition offers investment opportunities.

Mega funds, like the Future Fund, are accessing a variety of illiquid asset classes and benefiting from the illiquidity premium. Michael Karagianis (JANA Investment Advisers), David Blunt (Perpetual Private), and James Edmonds (Praemium) discuss the opportunities available to retail investors with alternatives.

Megatrends are providing opportunities for astute investors in both international & domestic equities. Monik Kotecha (Insync Funds Management), Hamish Tadgell (SG Hiscock & Company) and Brad Creighton (AMP North) share their views on the key drivers and themes playing out in equities over the next six months.

Alex Cousley (Russell Investments), Monik Kotecha (Insync Funds Management), Pruksa Iamthongthong (abrdn), and Paul Saliba (Evolutionary Portfolio Services) discuss where advisers should be looking for opportunities in global equities.

Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this part of the portfolio is particularly challenging. Andy Gardner (Fiera Atlas Global Companies), Alex Ventelon (Morgan Stanley), and Daniel Stojanovski (Centrepoint Alliance) discuss their approach to navigating uncertainty with this asset class.

Anu Ganti CFA (S&P DJI), David Wanis CFA (Longwave Capital Partners), and Veronica Klaus (Lonsec) discuss the role of active management in a volatile and challenging environment.

There are a range of potential obstacles to avoid when implementing a managed accounts structure. Brent Bevan (MLC) identifies the key obstacles and provides solutions to overcoming them.

With inflation back in the headlines, Dr Isaac Poole (Oreana Portfolio Advisory), Jeff Mitchell (Infocus Securities), and Wayne Chatterjee (Morgan Stanley) discuss how to position portfolios in an inflationary environment.

Mary Power (JANA Investment Advisers), Louis Christopher (SQM Research), and Damon Mumford (Dexus) provide their views on the property market, including the implications of offshore trends for Australia.

With continued market uncertainty and a challenging environment ahead for equities, Rick Schmidt (Harding Loevner) explains why quality stocks underperformed in 2022, and why they are likely to perform better in the current environment.

While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without their risks. Adrian Mackenzie (Five V Capital), Andrew Lockhart (Metrics Credit Partners), Jonathan Ramsay (InvestSense), and Kyle Lidbury CFA (Perpetual Private) discuss the role of private markets in retail portfolios.

Do the needs of high-net-worth (HNW) clients really differ from retail investors, and is this cohort actually more profitable for an advice business? Drawing on their experience working with HNW clients, Andrew Tracy (JBWere) and Will Howard (Fitzpatricks Private Wealth) share some of their insights.

Despite a challenging and volatile investment environment, Martin Conlon (Schroders), Anthony Golowenko(MLC Asset Management), Chris Reynolds (Infinity Asset Management), and Peter Bell (Bellmont Securities) set the case for Australian equities.

Although there are challenges for the property sector over the short-term, both Damon Mumford (Dexus) and Mary Power (JANA Investment Advisers) believe the fundamentals for the Australian market are sound

Mary Power (JANA Investment Advisers) and Shane Hurst (ClearBridge Investments) provide their thoughts on property and infrastructure, including the opportunities these assets provide for investors.

Brendan Paul (Atrium Investment Management), David Berthon-Jones (Aequitas Investment Partners), and Michael Frearson (Real Asset Management) explain their approaches to constructing the defensive part of the portfolio at the 2023 IMAP Independent Thought Conference

Victor Huang (Milliman), Geoff Greetham (Accordius) & Dermot Ryan (Renaissance Asset Management) discuss key elements to consider when structuring the growth part of a portfolio during their session at the 2023 IMAP Independent Thought Conference

ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of ESG and the role they play in client portfolios.