Perspectives

News, updates and perspectives on managed accounts

Beyond SMAs: The next evolution

Beyond SMAs: The next evolution

08 April 2025

Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale...

Retirement portfolios: Solutions for a new world

Retirement portfolios: Solutions for a new world

07 April 2025

Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.  

Considering REITs for exposure to real assets

Considering REITs for exposure to real assets

06 April 2025

Mark Mazzarella (Dexus) outlines the key characteristics of REITs, which he believes makes this sector an attractive real assets opportunity for investors  

Making core and satellite work

Making core and satellite work

06 April 2025

Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio  

Managing the program

Managing the program

27 March 2025

John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.  

Tackling the issues of investment management

Tackling the issues of investment management

24 March 2025

Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future...

IIMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $232.77 bn as at 31 December 2024

IIMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $232.77 bn as at 31 December 2024

20 March 2025

IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $232.77 bn as at 31 December 2024, this is a 6 monthly increase of $27.19...

Market Monitor: February 2025 snapshot: Trump bump turns into slowdown fears – What moved markets and why?

Market Monitor: February 2025 snapshot: Trump bump turns into slowdown fears – What moved markets and why?

03 March 2025

"What happened in markets in Feb 2025 and why?" asks  Ashley Owen ...talking about the monthly snapshot on global markets for Aussie investors, and the profit reporting season wrap-up plus...

Market Monitor – 2024: Great returns from almost all asset classes despite constant recession fear

Market Monitor – 2024: Great returns from almost all asset classes despite constant recession fear

09 January 2025

"Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well...

Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

19 December 2024

AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social...

Emerging markets: A once in a generation opportunity

Emerging markets: A once in a generation opportunity

17 December 2024

Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.  

Big changes in the world since Trump 1.0 – Part 1: Growth picture

Big changes in the world since Trump 1.0 – Part 1: Growth picture

02 December 2024

Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.

Portfolio considerations outside listed markets

Portfolio considerations outside listed markets

30 November 2024

Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.  

Manager experience key in private markets

Manager experience key in private markets

26 November 2024

Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.  

Real assets: A positive long-term story

Real assets: A positive long-term story

25 November 2024

Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios  

October 2024 snapshot: shares & bonds fall as Trump takes lead

October 2024 snapshot: shares & bonds fall as Trump takes lead

16 November 2024

Ashley Owen's snapshot on global markets for Aussie investors – including Top 5 factors moving markets & covering Australian & US share markets, short & long-term interest rates, plus the...

Investing post the U.S. Presidential election

Investing post the U.S. Presidential election

10 November 2024

Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for investment...

A synchronised approach to monetary policy

A synchronised approach to monetary policy

10 November 2024

Grant Feng (Vanguard) shares some of the latest insights from Vanguard in relation to its global economic and market outlook.  

Fixed income in a period of uncertainty

Fixed income in a period of uncertainty

21 October 2024

Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inflation is...

Navigating the headwinds of global equities

Navigating the headwinds of global equities

21 October 2024

Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.  

A targeted approach to Australian equities

A targeted approach to Australian equities

14 October 2024

John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.  

Alternatives: A portfolio diversifier

Alternatives: A portfolio diversifier

14 October 2024

Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.  

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

11 October 2024

IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.  

Eyeing off the opportunities in property

Eyeing off the opportunities in property

08 October 2024

Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward  

Picking a good private credit option

Picking a good private credit option

08 October 2024

Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit...

Managing the growth allocation

Managing the growth allocation

08 October 2024

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating...

Bonds are back, but are less reliable

Bonds are back, but are less reliable

08 October 2024

Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.  

Going the distance with retirement portfolios

Going the distance with retirement portfolios

08 October 2024

Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.  

Three quarter time score check – 2024: Great returns despite constant recession fear mongering

Three quarter time score check – 2024: Great returns despite constant recession fear mongering

07 October 2024

"Despite continual threatning market messages - almost all of the main asset classes are doing  well this year, beating inflation, and most are even doing better than their long-term averages",...

Five reasons why the RBA is not cutting rates like rest of the world

Five reasons why the RBA is not cutting rates like rest of the world

16 September 2024

The RBA is getting a lot of political heat for not cutting interest rates like many other central banks around the world. Ashley Owen analyses whether the RBA is helping...

North focuses on customisation and flexibility with several new additions

North focuses on customisation and flexibility with several new additions

15 September 2024

North has announced that it has expanded its range of customisation options for managed portfolios, giving advisers more flexibility over the assets their clients hold, to help more advice practices...

Managing the growth allocation

Managing the growth allocation

09 September 2024

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities  

The Holy Grail of private markets for managed accounts

The Holy Grail of private markets for managed accounts

28 August 2024

Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets...

Beyond SMAs: The next evolution

Beyond SMAs: The next evolution

Perspectives - Autumn 2025
on 08 April 2025

Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale...

Retirement portfolios: Solutions for a new world

Retirement portfolios: Solutions for a new world

Perspectives - Autumn 2025
on 07 April 2025

Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.  

Considering REITs for exposure to real assets

Considering REITs for exposure to real assets

Perspectives - Autumn 2025
on 06 April 2025

Mark Mazzarella (Dexus) outlines the key characteristics of REITs, which he believes makes this sector an attractive real assets opportunity for investors  

Making core and satellite work

Making core and satellite work

Perspectives - Autumn 2025
on 06 April 2025

Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio  

Managing the program

Managing the program

Perspectives - Autumn 2025
on 27 March 2025

John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.  

Tackling the issues of investment management

Tackling the issues of investment management

Perspectives - Autumn 2025
on 24 March 2025

Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future...

Next Events

IMAP's 2025 Managed Account Awards 2025

Submissions are now being accepted for entries into the 2025 IMAP Managed Account Awards

In it's 8th year the IMAP Managed Account Awards recognises excellence, client service, professionalism, and best practice in  the Australian managed account industry.

IMAP encourages boutique and larger licensees, investment providers, and innovators to enter to showcase our industry to investment advisers, their clients and all participants in our industry

Award Categories are:

  • Licensee Managed Account Portfolios (balanced portfolios)
  • Boutique Licensee Managed Account Portfolios( balanced portfolios)
  • Investment Asset Classes (Australian Equities / Australian Equities Small Cap
    International Equities / Multi Asset / Australian Fixed Interest)
  • Responsible Investing Portfolios (balanced portfolios)
  • Retirement Portfolios
  • Innovation in managed accounts

Enquiries to Jenny Phimleut IMAP Program DIrector on  

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