Adviser portfolio managers & consultants are now responsible for $billions in Managed Account assets for individual client investors.
This shift in responsibility from fund managers to investment committees brings with it, the complex challenges of designing portfolios to meet client goals.
How are they tackling the challenges of building portfolios for 2023 and beyond?
Independent Thought is your opportunity to hear how the teams close to investor portfolios are meeting the challenges of global threats of war, inflation, growth, interest rate rises, volatile market returns, the risk of stagflation, geopolitical uncertainty and the resulting impact on portfolio returns. The Melbourne Program address key investment themes and follows the Sydney program (which examines specific asset classes):
This event brings IMAP's podcast series on "Independent Thinking" about investment to life and is being held at the Melbourne Arts Centre.
Legislated CPD Accredited
IMAP's Managed Account Zone expo is supported by:
Elston Asset Management
Find out more about Managed Accounts at the FPA Professionals Congress in Sydney on 23 - 24 November 2022
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.
Please support us supporting the FPA Congress by coming and talking with our managed account service providers.
You can view the latest offerings and discuss challenges, opportunities and learnings from implementing and growing managed accounts as part of the adviser solution mix.