IMAP Managed Account FUM survey

The Institute of Managed Account Professionals (IMAP) today released the 2016 version of the Managed Accounts FUM Survey.

“Managed Accounts have been growing rapidly” said Toby Potter, Chair of IMAP. “However, because they can be SMAs, or MDA’s or various other legal structures, it’s been hard to be sure just how much is managed in this way.”

“We’ve surveyed almost all the organisations who have a managed account service and we estimate the investment pool is now over $30 bn” Said Potter. “Separating this single total into the main types of service, the amounts invested are :

• SMA / MIS – where there is a PDS - $8.8bn
• MDA services - $10.2bn
• Other services such as IDPS Like, IDPS, other contractual arrangements - $11.9bn
• Total - $30.874bn

In addition, as part of the survey, IMAP has released a listing of the service offerings and contact details of the participants. This will also be included in the IMAP Managed Account Directory available on the IMAP website – www.imap.asn.au.

“For confidentiality reasons we are not releasing the FUM associated with each provider. They will release this if they want and of course some publicly listed organisations do this as a matter of course” said Potter

Contact

Toby Potter, Chair, 0414 443 236 This email address is being protected from spambots. You need JavaScript enabled to view it.

Jane McIlroy, National Marketing and Events Manager 0411420180 This email address is being protected from spambots. You need JavaScript enabled to view it.     

Media

Chris Hocking 0418 603 694 This email address is being protected from spambots. You need JavaScript enabled to view it. 

Please email jane mcilroy to request a copy 

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