Perspectives

News, updates and perspectives on managed accounts

The five drivers of advice prosperity
27 June 2022

The five drivers of advice prosperity

Andrew Mathie, Samantha Hawkins and Matt van Dijk discussed the latest findings from Praemium research, which was undertaken by Business Health, on the key drivers for success for advice practices....

The Quality of Advice Review: Understanding the dimensions of quality
07 June 2022

The Quality of Advice Review: Understanding the dimensions of quality

With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter share their thoughts on what quality advice is and outline their key recommendations to...

Beyond 2023: The next 10 years of managed accounts
07 June 2022

Beyond 2023: The next 10 years of managed accounts

As managed accounts continue to grow rapidly, speakers at the IMAP Specialist Webinar Series on ‘Transforming advice into wealth management’ reveal their thoughts on how their businesses are preparing for...

Vertical integration and the role of advice
07 June 2022

Vertical integration and the role of advice

Vertical integration remains a hot topic of discussion within the industry and one which was keenly discussed by Piers Bolger (Infinity Asset Management/Viridian Financial Group), Matthew Swieconek (Findex) and Paul...

Portfolio management in an inflationary environment
26 April 2022

Portfolio management in an inflationary environment

How do portfolio managers and advisers transition portfolios to a higher interest rate environment? Brad Matthews (Brad Matthews Investment Strategies), Brendan Paul (Atrium Investment Management), and David Cohen (Evergreen Consultants)...

In Defence of Efficiency
21 April 2022

In Defence of Efficiency

Both Best Interest Duties and the obligation to deliver service “Efficiently, Honestly, Fairly” mean a managed account service is a better way for advisers to provide the service that clients...

Inflation and the impact on global equities
20 April 2022

Inflation and the impact on global equities

Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.  

The art of handling illiquid assets
13 April 2022

The art of handling illiquid assets

Dale Holmes (Spire Capital), Shane Hawke (Oreana Portfolio Advisory Service) and Brad Matthews (Brad Matthews Investment Strategies) examine the options and merits of allocating illiquid assets in managed accounts at...

Listed real assets as an inflation hedge
12 April 2022

Listed real assets as an inflation hedge

Speaking at the 2022 IMAP Portfolio Management Conference, Jan de Vos (Resolution Capital) and Dan Cave (Zenith Investment Partners) consider the role of real estate and property in portfolios in...

Global equities: Identifying the opportunities
11 April 2022

Global equities: Identifying the opportunities

Speaking at the 2022 IMAP Portfolio Management Conference, Francyne Mu CFA (Franklin Templeton) provides her views on the current global environment, and how macro and geopolitical issues will affect Franklin...

Infrastructure: Does it offer protection from inflation?
11 April 2022

Infrastructure: Does it offer protection from inflation?

In a wide ranging discussion on real assets at the 2022 IMAP Portfolio Management Conference, John Julian (AMP Capital) and Dan Cave (Zenith Investment Partners) consider the role of infrastructure...

Inflation: Surely this can’t last?
08 April 2022

Inflation: Surely this can’t last?

Inflation is the talk of the town. The current spike in inflation has been driven by a number of factors - supply chain disruptions, QE, and geopolitical tensions. But just...

China and the impact on regional equities
07 April 2022

China and the impact on regional equities

In a wide ranging discussion on Asian equities at the 2022 IMAP Portfolio Management Conference, Dr Joseph Lai (Ox Capital Management), Rizi Mohanty (FSSA Investment Managers), and Dr Isaac Poole...

The benefits of megatrend investing
04 April 2022

The benefits of megatrend investing

By understanding the world’s megatrends, financial advisers and portfolio managers can better equip themselves to build portfolios that meet the investment objectives of clients. Monik Kotecha (Insync Funds Management) shared...

How to structure an effective and high performing Investment Committee in a best interests world?
28 March 2022

How to structure an effective and high performing Investment Committee in a best interests world?

As leading advice practices continue to evolve their offerings, a common topic of conversation has been 'How to structure an effective and high performing Investment Committee in a best interests...

IMAP announces that Managed Account FUM reaches $131.65 bn on 31 Dec 2021
21 March 2022

IMAP announces that Managed Account FUM reaches $131.65 bn on 31 Dec 2021

IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reached $131.65 bn as at 31 Dec...

Future focus: Scenario planning for an uncertain future
18 January 2022

Future focus: Scenario planning for an uncertain future

In an increasingly uncertain world, Gihan Perera explains the three-step process of using ‘scenario planning’ to map the future of your business.

Crypto: Don’t write it off just yet
17 January 2022

Crypto: Don’t write it off just yet

There remains great uncertainty and healthy skepticism around cryptocurrency. At IMAP Specialist Webinar Series on ‘Investing in Disruption’, Craig Hobart (Monochrome Asset Management), Heath Behncke (Holon Global Investments), Cameron Gleeson...

Disruption: friend or foe?
17 January 2022

Disruption: friend or foe?

Does artificial intelligence and machine learning really work in portfolio management? IMAP Specialist Webinar features Dr James Yang (Coolabah Capital Investments), Dr David Allen (Plato Investment Management), David Wanis (Longwave...

Revolution and evolution in ESG
17 January 2022

Revolution and evolution in ESG

A roundtable of investment professionals discussed their environmental, social and corporate governance (ESG) considerations when building managed account portfolios. The discussion was led by Peter Wilson (Strategic Wealth), Deanne Baker...

Globalisation poised to change industry
22 December 2021

Globalisation poised to change industry

IMAP Chair Toby Potter and Peter Worn - Joint Managing Director at Finura Group - provide their key insights from the IMAP InvestTech 2021 virtual conference, including the likely themes...

Safeguarding the greenness of ESG
22 December 2021

Safeguarding the greenness of ESG

The regulatory landscape of ESG is changing rapidly. At the IMAP InvestTech 2021 conference, Stuart Alsop of FE fundInfo took a deep look at the regulatory landscape - both here...

Empowering investor success
15 December 2021

Empowering investor success

For advisers to thrive in the delivery of managed account advice, they first need to understand the challenges involved in the advice process. Speaking at the IMAP InvestTech 2021 virtual...

When AdviceTech meets InvestTech
14 December 2021

When AdviceTech meets InvestTech

Speaking to an audience of around 200 at the IMAP InvestTech 2021 virtual conference, the CEO of WealthO2, Andrew Whelan, outlined the role technology can play in enabling advice practices...

Advice tech choices: platform vs ecosystem
11 December 2021

Advice tech choices: platform vs ecosystem

The financial services sector is on the cusp of a major shift in advice technology. Speaking at the IMAP InvestTech 2021 virtual conference, - reveals some of the emerging technology...

Investors ride market to record highs but ignore lessons from COVID-19 crisis
02 November 2021

Investors ride market to record highs but ignore lessons from COVID-19 crisis

"Investment markets are at a unique juncture. Equities are at record highs yet one can reasonably question whether the foundation keeping these valuations aloft is solid" says Victor Huang, Practice...

How Do You Benchmark a Multi-Asset Fund?
20 October 2021

How Do You Benchmark a Multi-Asset Fund?

The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies  

Advice on managed accounts: A legal perspective
01 October 2021

Advice on managed accounts: A legal perspective

Simon Carrodus considers the legal and regulatory obligations for advisers when advising on managed accounts. This IMAP presentation was moderated by Jenny Mulders, Chair of the IMAP Regulatory Group.  

How to obtain a copy of the FSC / IMAP Template for DDO
21 September 2021

How to obtain a copy of the FSC / IMAP Template for DDO

IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth
16 September 2021

The State of Managed Accounts – Now a $111bn market - 7 factors that are driving growth

Managed accounts are an important growing part of the advice profession and IMAP’s 2021 Census of the managed account market shows a total FUM as at 30 June 2021 of...

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021
16 September 2021

IMAP announces that Managed Account FUM reaches $111.01bn on 30 June 2021

IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reaches $111.01bn on 30 June 2021. Use...

We are Morgan Stanley - Licensee Category
14 September 2021

We are Morgan Stanley - Licensee Category

It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second...

Diversification is key to RAM’s success - Fixed Interest Catergory
10 September 2021

Diversification is key to RAM’s success - Fixed Interest Catergory

In an impressive display of portfolio management, Real Asset Management has taken out the Australian Fixed Interest category in the 2021 IMAP Managed Accounts Awards for an unprecedented four consecutive...

Contact us

Email
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Phone
0414 443 236