Perspectives - June 2017

Welcome to Managed Account Perspectives - IMAPs quarterly publication for managed account professionals.

 

 

 

 

 

CONTENTS WINTER 2017 

Chairman’s message

News

12 The path less travelled: Four industry professionals provide their thoughts on the three things that will drive the growth of managed accounts.

15 My perspective

17 Crystal clear: Crystal Wealth Partners may only have been operating for five years, but it's an advisory business with an impressive track record.
Jayson Forrest talks to John McIlroy about the business’ investment philosophy and its managed account solution for clients

21 Three options for LMDA arrangements: When it comes to replacing Limited MDA arrangements, advisory firrms have three key options to consider if they hope to satisfy the changing demands of investors and the regulator, says David Heather.

24 Operational Due Diligence3.0: Operational due diligence is a challenging undertaking for any business, including the obligations on dealer group portfolio managers. Christopher Addy explains the five-stage process that can enhance the ODD process within a business

28 Cranes, trains and property yields: As Charles Stodart explains, investors in Australian property have long been enamoured with the residential market, but away from the media focus, AREITs offer many of the same attractions and warrant a place in managed account portfolios.

30 Fundamental indexingFundamental indexing can be an attractive option to investors who seek to add a low cost passive exposure as a core element to their portfolio, writes David Bassanese. 

34 Events   From our Portfolio Management Conference in July to regular webinars, read up on what's going on in the Event space

 

 

About IMAP

The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry. Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.

 

Subscribe to IMAP News

Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.
0414 443 236
Level 2, 22 Pitt Street
Sydney NSW 2000
PO Box 4147 
Balgowlah Heights NSW 2093
Australia