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Perspectives Spring 2019

09 September 2019

It’s a pretty common observation that we live in politically correct times. Who needs careful consideration when there are ‘obvious’ wrongs to right? Who can disagree with a Code of Ethics, after all, every one agrees advisers need more moral

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09 September 2019

Following Perpetual Corporate Trust’s appointment as the responsible entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since

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09 September 2019

The financial advice industry remains resilient to the many challenges facing it, despite more compliance and regulatory requirements on the horizon.

09 September 2019

IMAP has appointed Amanda Munro CFA to the position of Chair of the Portfolio Management Group within the organisation.

09 September 2019

The judges of the 2019 IMAP Managed Account Awards were pleased with the quality of entries across the seven categories.

09 September 2019

Category: Licensee Managed Account
Viridian Advisory took home the prestigious Licensee Managed Account category at the 2019 IMAP Managed Account Awards. Piers Bolger, Chief Investment Officer at Viridian, talks to Jayson Forrest about the

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09 September 2019

Elston Asset Management has taken out the Australian Equities category at the 2019 IMAP Managed Account Awards.

09 September 2019

At the IMAP Managed Account Awards, Macquarie Investment Management took out the Australian Equities Small Cap category for the second consecutive year.

09 September 2019

When it comes to managed accounts, Real Asset Management punches well above its weight, taking out the Australian Fixed Interest category at the IMAP Managed Account Awards.

09 September 2019

Watershed Funds Management has taken out the International Equities category at this year’s IMAP Managed Account Awards.

09 September 2019

Against some quality competition, Soteria Capital – Stanford Brown’s fully owned investment company – took out the award for Multi Asset Class at the IMAP Awards.

09 September 2019

The Innovation category at the IMAP Managed Account Awards went to Praemium for its ‘Welcome to the Upgrade’ initiative.

09 September 2019

A panel of Environmental, Social and Governance (ESG) experts discuss the growing move towards ethical investing, and the challenges involved in incorporating ESG into the investment process. Arranged with the support of Refinitiv

09 September 2019

Speaking at the IMAP Investment Management Conference in Sydney, Piers Bolger and Martin Crabb talked with Damian Cilmi of Praemium about the importance of getting the foundations right when building an investment program internally within an

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Next events

IMAP Webinar Series 6 February 2023 Technology's role is sustaining a 25 year advice relationship 5 sessions over one week
IMAP Webinar Series 6 - 10 February 2023 focusing on Technology's role in sustaining a 20 year advice relationship

IMAP is running our popular Webinar series with one 45 minute webinar per day starting at 12 noon for one week from Monday 6th to Friday 10th February 2023

This year we are focusing on technology's role in sustaining a 20 year advice relationship, which is all about building and maintaining advice relationships over the long term. Bringing in communciation, information, goals reporting and supporting the client/adviser team rapport can be enhanced with the use of your technology stack and great business processes.

Technology is at the heart of the adviser/client relationship along four key dimensions of relationship;
• Build Trust
• Demonstrate Intimacy
• Be on hand – or at least in the pocket
• Be adaptive

Hosted by Fraser Jack, InvestTech addresses the key issues where technology intersects with creating and sustaining a 20 year relationship in this IMAP virtual conference

Monday 6th February 2023
Tuesday 7th February 2023
Wednesday 8th February 2023
Thursday 9th February 2023
Friday 10th February 2023
Friday 10th February 2023
IMAP Portfolio Management Conference 2023 7th 14th 21st March 2023
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IMAP Portfolio Management Conference 2023

Register now for your essential IMAP Portfolio Management Conference 2023
IMAP's Portfolio Conference will bring you the latest investment thinking in managing your clients' portfolios and managed account asset weightings from a wide range of speakers, and different agenda topics in each city location
Melbourne Tuesday 7th March 2023
Sydney Tuesday 14th March 2023
Brisbane Tuesday 21st March 2023
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