Perspectives - Spring 2017


Chairman's report: Managed accounts approach $50b – What next? Toby Potter says that IMAP has just released its third study into the size of the managed accounts market and he has counted $48 billion in FUM from the survey responders.

Managed accounts growing over 25%pa Funds under management for managed accounts in Australia now stand at $47.97 billion – an increase of $8.88 billion in the six months from 31 December 2017.

LMDA advisers face a drop dead date When ASIC released the update in the Class order in September 2016, it gave advisers who had been using the No Action letter, a two year transition period to move to an alternative approach to providing their services to advisers.

ANZ Wealth adds SMAs to Grow Wrap platform ANZ Wealth has introduced Separately Managed Accounts as part of its Grow Wrap investment platform, which it says will provide greater flexibility for investors. 

Technology struggles to keep up with planner needs Financial planners’ needs are evolving, but technology providers are struggling to keep pace. This was one of the key findings to come out of the Investment Trends 2017 Planner Technology Report, now in its 14th year.

Aladdin powering risk management Speaking at the August IMAP Dealer Investment Forum, Josh Persky (BlackRock) provided an informative presentation on risk management and how BlackRock uses its risk analytics tools in monitoring and managing multiple risk parameters within its Australian managed account model portfolios.

PI insurers: Putting your best foot forward IMAP’s MDA Forum in August provided managed account professionals with interesting insights from a lawyer and insurer in relation to professional indemnity (PI) insurance for MDA providers working in the managed accounts sector.

The key lessons learnt Perspectives asks two industry professionals Chris Willaton and Stephen Romic some intriguing questions...

Maximising the managed account opportunity Sherise Mercer shares her insights on how to build managed accounts into a financial advisory business.

MDAs: The right DNA Managed accounts are part of the DNA of Lighthouse Capital. Julia Schortinghuis talks to Jayson Forrest about the efficiencies and time-savings that managed accounts have brought to the business.

Through the managed accounts lens - Managed accounts: $60b by 2020 In officially opening IMAP’s Portfolio Management conference on 24 July, IMAP chair Toby Potter said the theme of the conference – Through the Managed Accounts Lens – was chosen to reflect the rapid growth and interest in managed accounts by the financial services sector.

Through the managed accounts lens - Listed investment choices: Transforming managed account investing Advancements in technology has been a “great enabler” for listed investment products, effectively making the ASX an ideal platform for advice solutions.

Through the managed accounts lens - Meeting retirement income objectives With global populations ageing rapidly, and with one-in-four Aussies estimated to be over the age of 65 by 2050, there are tremendous opportunities for managed accounts to meet the specific retirement income needs of retirees in the years ahead.

Learning the hard way Paul Saliba and Justin McLaughlin share their insights with Laird Abernethy on the investment lessons learnt in establishing and running managed accounts in a business.

Goals-based advice and managed accounts Gareth Jakeman and Thomas Bignill talk to Rebecca Jacques about how to make goals-based advice work with managed accounts.

Transitioning from model portfolios to an SMA Over the past few years, we have seen a material increase in the interest and take up of managed accounts, such as separately managed accounts (SMAs), by dealer groups and financial advisers.


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