Perspectives - September 2017

Spring 2017 Perspectives

The Spring edition of Managed Account Perspectives provides a valuable set of articles from recent IMAP events

Managed accounts Growth 
Managed accounts are approaching $50bn. Where is the growth occurring and which types of managed account are being adopted most widely? SMAs are widely available on platforms but MDA’s and other types of managed account are being widely used.

MDAs - the right DNA
Managed accounts are part of the DNA of Lighthouse Capital.  Julia Schortinghuls talks to Jayson Forrest about the efficiencies managed accounts have brought to their business

My perspectives - maximising the managed account opportunity
Sherise Mercer of Macquarie's VAN shares her insights on how to build managed accounts into a financial advisory business

PI Insurance for MDA Providersand advisers
Mike Herron (Arthur J Gallagher) and Cain Jackson (Wotton + Kearney) spoke at an IMAP MDA Forum on how to make sure that your insurer understands your business and prices it most advantageously for you..

Options for LMDA Advisers
LMDA advisers have almost exactly 12 months to make a decision on their next approach to portfolio management. Read about their strategic options here.

Using ETFS and Active ETFs to build managed account portfolios
Vinnie Wadhera (Betashares) and Frank Casaroti (Magellan) discuss the benefits of building porfolios using ASX listed vehicles.

Retirement Income objectives through managed account portfolios
Hendrie Koster (Nikko Asset Management), Wil Baylis (Martin Currie) and Lukasz de Pourbaix (Lonsec) discuss how to fulfil one of the basic objectives in advice

Goals-based advice in Managed Accounts
Gareth Jakeman (Praescius) and Thomas Bignill (Mason Stevens) talk to Rebecca Jacques (AGBA) about how to make goals based advice work with managed accounts.

Transitioning from model portfolios to an SMA
Lukasz de Pourbaix (Lonsec) outlines the key things financial advice firms need to consider when partnering with an external SMA model manager or operating the portfolio internally.

 

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