The Chair of the IMAP Investment Group, Paul Saliba, outlines the objectives of the IMAP Investment Group.
To ensure that IMAP remains at the forefront of thinking in relation to investment management within managed accounts of all types – including SMAs, IMAs and MDAs – IMAP has recently begun work to establish an Investment Group.
Objectives
This group will bring together some of the industry’s leading minds to help develop content for the range of investment oriented IMAP conferences, as well as investment webinars, to provide IMAP members and managed account investment managers with the tools and knowledge required to deliver client outcome-focused investment portfolios.
The IMAP Investment Group will involve some of Australia’s leading service providers in managed accounts, such as investment managers, consultants, researchers and fund managers. This enables the group to consider the full spectrum of issues that impact investment management within managed accounts, including asset allocation, investment selection, portfolio development and implementation.
Background
As the Chair of the group, I have worked closely with financial planners, practices and their clients since 2008. I have previously worked in roles that include: Chief Investment Officer of Lachlan Partners, Portfolio Manager at Mosaic Portfolio Advisers, and Head of Equities and Portfolio Construction at IOOF.
I have managed in excess of $6 billion at Mosaic Portfolio Advisers. At IOOF, I was the investment manager for the managed account (and model) portfolios across the group, which represented in excess of $2.6 billion under management. I was also a responsible manager on the AFSLs of the MDA provider and two of the advice businesses.
Paul Saliba is Founder and Managing Director of Evolutionary Portfolio Services.