News

News, updates and perspectives on managed accounts

Perspectives - Autumn 2026Super User
Jeremy Butterworth (Wellington Management) & Kerry Craig (J.P. Morgan Asset Management) discuss the rise of U.S. exceptionalism & impact of geopolitics on portfolio construction

Perspectives - Autumn 2026Super User
Demand for advice by Australians has never been greater, Sarah Abood (FAAA) and Patrick Hartney (AFCA) discuss how the advice environment can be improved and what to expect from ASIC’s review of the m...

Perspectives - Autumn 2026Super User
Malcolm Dorson (Global X) and Jonathan Ramsay (Trellia Wealth Partners) examine the growth of emerging markets and can they provide investors with the opportunities & diversification needed in an envi...

Perspectives - Autumn 2026Super User
Danielle Menichella (Sands Capital), Tom King (Nanuk), and Joel Connell (Bell Asset Management) discuss global equities, including the rise of AI and investment opportunities outside of the mega-caps.

Perspectives - Autumn 2026Super User
As the managed accounts industry continues to grow, so too is it evolving. Peter Panigiris (DASH) and Andrew Stewart (Mercer) discuss the emerging shape of managed accounts.

Perspectives - Autumn 2026Super User
Mark Mazzarella, CFA — Head of Real Estate Securities at Dexus — and he will tell you that real estate investment trusts (REITs) are currently mispriced, creating genuine opportunities for investors.

Perspectives - Autumn 2026Super User
Seasons are inevitable. Change is constant. The challenge for investors is finding the investment, or investments, for the season. Factor investing may be the solution, says Cameron McCormack Portfoli...

Perspectives - Autumn 2026Super User
Jeff Mitchell (Infocus) and Chris Willaton (Akambo) talk about the implementation and resourcing of a portfolio management capability both within and outside of an advice business

Perspectives - Autumn 2026Super User
Alex Donald (Ironbark Investment Solutions), Chris Ogilvie (Invest Blue) and Alex Cousley (Russell Investments) discuss the challenge of integrating private market investments into investor portfolios

Perspectives - Autumn 2026Super User
AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in a...

Perspectives - Spring 2025Super User
Bill Bovingdon (Australian Ethical) examines the rise of green and sustainable bonds are helping to reshape the fixed income market by allowing people to invest with a social and environmental purpose...

Perspectives - Spring 2025Super User
Jason Petras (Resonant Asset Management), Clive Maguchu (State Street Investment Management) and Marissa Salim (World Gold Council) discuss how investors can incorporate gold in a portfolio to improve...

Perspectives - Spring 2025Super User
Jason Ye (S&P Dow Jones Indices) and Chad Hitzeman (Global X) explore the complexities and opportunities of global factor investing, including ‘Growth at a Reasonable Price’ equity strategies (GARP)

 

Perspectives - Spring 2025Super User
Alan Kirkland (ASIC) & Toby Potter (IMAP) discuss ASIC’s 2025-26 Corporate Plan in relation to managed accounts, including conflicts of interest, a governance framework, and assessing consumer outcome...

Perspectives - Spring 2025Super User
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.

 

Perspectives - Spring 2025Super User
Improving macro conditions and value-affirming opportunities in global REITs suggest a positive outlook for this sector. Mark Mazzarella (Dexus) considers the key drivers of future performance for glo...

Perspectives - Spring 2025Super User
Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for growth ou...

Perspectives - Spring 2025Super User
For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well ...

Perspectives - Spring 2025Craig Dewhurst
LAB Managed Portfolio Solution - a collaboration between 3 companies (Entireti (the parent company of advice businesses, including Akumin, Fortnum Private Wealth, Personal Financial Services, and Enti...

Perspectives - Spring 2025Craig Dewhurst
Lonsec Investment Solutions tops the Australian Equities category of the 2025 IMAP Managed Account Awards. Nathan Lim (Evidentia) & Brad Matthews (Brad Matthews Investment Strategies) discuss Lonsec’s...

Perspectives - Spring 2025Craig Dewhurst
Aoris Investment Management won the International Equities category at the 2025 IMAP Managed Account Awards. Rohan Brotherson (Aoris Investment Management) and Rob da Silva (Foresight Analytics) discu...

Perspectives - Spring 2025Craig Dewhurst
Infinity Asset Management succeeds in the Australian Equities Small Caps category at the 2025 IMAP Managed Account Awards. Chris Adams (Infinity Asset Management) & Toby Potter (IMAP) discuss Infinity...

Perspectives - Spring 2025Craig Dewhurst
Russell Investments’ approach to sustainable investing has seen it take out the Responsible Investing category at the 2025 IMAP Managed Account Awards. James Harwood (Russell Investments) and Chetan T...

Perspectives - Spring 2025Craig Dewhurst
Michael Karagianis (JANA) and Toby Potter (IMAP) look at the winner in the Boutique Licensee category of the 2025 IMAP Managed Account Awards - Strategic Wealth, & discuss the importance of integratin...

Perspectives - Spring 2025Craig Dewhurst
Charlie Callan (BondAdviser) and Toby Potter (IMAP) discuss how BondAdviser’s focus on fixed income and its mission to ‘make the complex simple’ won the Fixed Interest category in the 2025 IMAP Manage...

Perspectives - Spring 2025Super User
IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $232.77 bn as at 31 December 2024, this is a 6 monthly increase of $27.19 bn since June 2024

 

Perspectives - Spring 2025Super User
Read IMAP's submission to Australian Securities and Investments Commission (ASIC) in relation to the proposed review of CP385 and draft RG181, with specific reference to issues arising in areas of ret...

Perspectives - Winter 2025Super User
David Hutchison (North) believes the industry needs to broaden the appeal of managed accounts to make this structure more attractive to advisers who seek the flexibility of adjusting client portfolios

...

Perspectives - Winter 2025Super User
Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can  building great investment solutions for clients & bring...

Perspectives - Winter 2025Super User
Inter-generational wealth transfer is transforming the financial landscape. Damon Riscalla (Betashares) discusses what matters most to each generation, &provides insights on how advisers can strengthe...

Perspectives - Winter 2025Super User
Jackie Clark (Colonial First State) & Sean Lee (Colonial First State) discuss how advisers can use readily available AI tools to complete office tasks, and help drive business efficiency

 

Perspectives - Winter 2025Super User
Martin Morris (Centric) provides insights into the growth of high-net-worth investors, including what drives their behaviour towards investing, and thoughts on how advisers should approach this cohort...

Perspectives - Winter 2025Super User
Mark Papendieck  (DASH) shares his insights on building the right foundations and frameworks for adopting emerging advice technology, like cloud computing and AI, within an advice business

 

Perspectives - Winter 2025Super User
"While big super funds pour billions into stock picking, they’re still being beaten by investors with a portfolio of simple ETFs" says Chris Byrcki Founder & CEO of Stockspot

Perspectives - Summer 2025 Super User
"2024-2025 was the third straight year of solid double-digit returns for diversified ‘passive’ ETF investors and a standard 70/30 (‘balanced’) fund or ETF portfolio should have returned near 12% after...

Perspectives - Winter 2025Super User
AMP Advice has launched Australia-first solution for democratising access to managed portfolios

Perspectives - Autumn 2025Super User
What should advice groups consider when reviewing their managed accout program to assess whether or not the program is still achieving its objectives and working as well as it should?

Perspectives - Autumn 2025Super User
Dianna Enlund (S&P Global Sustainable1) and Mark Jordan (Nanuk Asset Management) consider the difficulties in constructing portfolios for clients with responsible objectives that sit outside the tradi...

Perspectives - Autumn 2025Super User
Chad Hitzeman (Global X), Hugh Lam (Betashares), and Michael McCorry (BlackRock Investment Management) consider how thematic and alternative investments can be used to enhance the framework of a tradi...

Perspectives - Autumn 2025Super User
Not all investors are suited to a traditional 60/40 portfolio, particularly when in retirement phase. Frank Danieli (MA Financial Group), Darren Beesley (Evidentia Group), and Daniel Stojanovski (Vent...

Perspectives - Autumn 2025Super User
Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid inve...

Perspectives - Autumn 2025Super User
Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.

 

Perspectives - Autumn 2025Super User
Mark Mazzarella (Dexus) outlines the key characteristics of REITs, which he believes makes this sector an attractive real assets opportunity for investors

 

Perspectives - Autumn 2025Super User
Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio

 

Perspectives - Autumn 2025Super User
John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.

 

Perspectives - Autumn 2025Super User
Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future hold...

Perspectives - Summer 2025 Super User
"What happened in markets in Feb 2025 and why?" asks  Ashley Owen ...talking about the monthly snapshot on global markets for Aussie investors, and the profit reporting season wrap-up plus share price...

Perspectives - Summer 2025 Super User
"Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well in 2024, beating inf...

Perspectives - Summer 2025 Super User
AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, s...

Perspectives - Summer 2025 Super User
Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.

 

Perspectives - Summer 2025 Super User
Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.

Perspectives - Springtime 2024 Super User
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...

Perspectives - Springtime 2024 Super User
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 p...

Perspectives - Springtime 2024 Super User
Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios

 

Perspectives - Springtime 2024 Super User
Ashley Owen's snapshot on global markets for Aussie investors – including Top 5 factors moving markets & covering Australian & US share markets, short & long-term interest rates, plus the AUD/USD exch...

Perspectives - Springtime 2024 Super User
Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for inv...

Perspectives - Springtime 2024 Super User
Grant Feng (Vanguard) shares some of the latest insights from Vanguard in relation to its global economic and market outlook.

 

Perspectives - Springtime 2024 Super User
Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inf...

Perspectives - Springtime 2024 Super User
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/ re...

Perspectives - Springtime 2024 Super User
John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.

 

Perspectives - Springtime 2024 Super User
Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.

...

Perspectives - Springtime 2024 Super User
IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.

 

Perspectives - Springtime 2024 Super User
Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward

 

Perspectives - Springtime 2024 Super User
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...

Perspectives - Springtime 2024 Super User
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 ...

Perspectives - Springtime 2024 Super User
Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.

 

Perspectives - Springtime 2024 Super User
Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their appr...

Perspectives - Springtime 2024 Super User
"Despite continual threatning market messages - almost all of the main asset classes are doing  well this year, beating inflation, and most are even doing better than their long-term averages", report...

Perspectives - Springtime 2024 Super User
The RBA is getting a lot of political heat for not cutting interest rates like many other central banks around the world. Ashley Owen analyses whether the RBA is helping or ‘smashing the economy’.

Perspectives - Springtime 2024 Super User
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 d...

Perspectives - Springtime 2024 Super User
Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities

 

Perspectives - Winter 2024 Super User
Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in goi...

Perspectives - Winter 2024 Super User
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.

 

Perspectives - Winter 2024 Super User
Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance

 

Perspectives - Winter 2024 Super User
Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice busi...

Perspectives - Winter 2024 Super User
Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to il...

Perspectives - Winter 2024 Super User
Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides insights into how to build a digital first cu...

Perspectives - Winter 2024 Super User
Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by market value, for being the most over-priced ...

Perspectives - Winter 2024 Super User
Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange rates, commo...

Perspectives - Winter 2024 Super User
Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their ap...

Perspectives - Autumn 2024Super User
"For the past 20 years, global index provider S&P Global has published regular surveys of active fund performance in Australia & other major world markets called ‘SPIVA’ (‘S&P Index Versus Active’). L...

Perspectives - Autumn 2024Super User
Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.

 

Perspectives - Autumn 2024Super User
Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.

 

Perspectives - Autumn 2024Super User
Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.

 

Perspectives - Autumn 2024Super User
Ashley Owen provides his essential 1 page 30th April snapshot for Aussie investors – covering what happened and why?? with the Australian & US share markets, short- and long-term interest rates, infla...

Perspectives - Autumn 2024Super User
AMP Advice has launched Australia-first solution for democratising access to managed portfolios

Perspectives - Autumn 2024Super User
"Investors enjoyed unusually high returns in the past couple of decades because every asset class posted above average returns in the low inflation era we have just enjoyed, but what now?" asks Ashley...

Perspectives - Autumn 2024Super User
AMP Ltd has released its Q1 2024 cashflows and latest AUM figures showing that North managed portfolios assets reached $14.9 bn as at end of Q1 2024

Perspectives - Autumn 2024Super User
Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.

 

Perspectives - Autumn 2024Super User
Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio

 

Perspectives - Autumn 2024Super User
John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an in...

Perspectives - Autumn 2024Super User
Cameron Gleeson (Betashares) and Glen Foster (Atrium Investment Management) discuss why investors should focus on real returns in times of inflation

 

Perspectives - Autumn 2024Super User
Investing attitudes of emerging investors - Leah Willis (Australian Ethical) discusses some of the key outtakes from the latest research examining the next generation of investors.

 

Perspectives - Autumn 2024Super User
Going against our behavioural instincts is difficult and it’s no different for contrarian investing. Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strat...

Perspectives - Autumn 2024Super User
Geopolitics are having a considerable impact on investment markets. Diana Mousina (AMP) and Dr Matt Gertken (BCA Research) discuss the geopolitical risks and opportunities for investors.

 

Perspectives - Autumn 2024Super User
Can investors protect their portfolios against the dual risks of inflation and recession? Kieran Canavan (Centric Wealth) and Andy Gardner (Fiera Capital) consider suitable strategies.

 

Perspectives - Autumn 2024Super User
Ashley Owen provides his essential March 20241-page snapshot for Aussie investors – covering Australian and US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange r...

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