ASIC action plans and better client outcomes
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 outcomes
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 outcomes
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 known names.
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.
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 outside of Australia
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 Entireti Alliances) has taken out the Innovation category in the 2025 IMAP Managed Account Awards
Read more: IMAP Awards Innovation Winner - Excellence in innovation
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 philosophy and approach to investing.
Read more: IMAP Awards Australian Equities Winner - Quality at a reasonable price
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’s approach to investing.
Read more: IMAP Awards Australian Equities Small Caps Winner - Consistency in small caps approach
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) discuss Aoris’ consistent approach to investing
Read more: IMAP Awards International Equities Winner - Investing that is true to label
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 Trehan (SQM Research) discuss how Russell is providing investors with exposure to strategies that seek to have positive sustainable outcomes.
Read more: IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns
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 integrating investment management and advice in the managed accounts process.
Read more: IMAP Awards Boutique Licensee Winner - Philosophy drives investment success
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 retail financial services which concern the creation, management and advice on managed accounts.
Read more: IMAP submission on proposed review of CP385 and draft RG181
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 Managed Account Awards
Read more: IMAP Awards Fixed Interest Winner - Making the complex simple
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
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