passive strategies

  • Building portfolios: The active/passive continuum IMAP in association with S&P DJI panel discussion active and passive investment management Managed Accounts

    Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios.

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  • Managed accounts: Platforms and administration IMAP Specialist Webinar Series on ‘managed accounts platforms and administration

    Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering

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