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?

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 traditional 60/40 framework

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 traditional portfolio.

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 (Ventura Funds Management) explore the difficulties in constructing retirement portfolios for clients

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

Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio

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 investments and wholesale opportunities.

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.

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

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 holds.