Perspectives

News, updates and perspectives on managed accounts

Australia’s extraordinary population-led growth!

Australia’s extraordinary population-led growth!

06 February 2024

"In January 2024, Australia’s population reached 27 million. This came 18 years sooner than the government planned and predicted just 22 years ago! Lets discuss why this is critical for...

Patient Passive investors defy Panicking Professionals – again

Patient Passive investors defy Panicking Professionals – again

16 January 2024

"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’. Here are the Good, the...

Managed accounts: The art of portfolio management

Managed accounts: The art of portfolio management

10 January 2024

Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation. . 

The fundamentals of managed accounts

The fundamentals of managed accounts

10 January 2024

Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment...

Managed accounts: Platforms and administration

Managed accounts: Platforms and administration

10 January 2024

Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform...

Building portfolios: The active/passive continuum

Building portfolios: The active/passive continuum

05 December 2023

Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios. . 

Passive insights for active management

Passive insights for active management

05 December 2023

 Craig Lazzara (S&P DJI) provides his thoughts behind why active managers face severe and continuing performance challenges when investing. 

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

19 November 2023

"The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?Is the local share market in terminal decline?...

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

19 November 2023

"Commodities matter! Raw commodities exports made, and continue to make, Australia the richest country per capita on earth. More than half of the 2,200+ companies listed on the ASX are...

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

03 November 2023

"Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD...

Australia -vs- rest of the world on Inflation & Interest rates

Australia -vs- rest of the world on Inflation & Interest rates

26 October 2023

"The RBA is lagging has more work to do! In Sept 23 quarterly inflation rose from 0.8% to 1.2%, but cash rate's been sitting at 4.1% since June 23, after...

Update October 2023: Three quarter time score check: 2023 a low-scoring year

Update October 2023: Three quarter time score check: 2023 a low-scoring year

23 October 2023

"Despite constant doom and gloom in the media headlines this year, most asset classes are ahead in 2023, and most are ahead of inflation", says Ashley Owen

Allocating to property and infrastructure

Allocating to property and infrastructure

20 October 2023

William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

Infrastructure: A pathway of growth and returns

Infrastructure: A pathway of growth and returns

20 October 2023

Infrastructure — both listed and unlisted — is well positioned to tap into emerging investment themes and opportunities, says Justin Lannen (Maple-Brown Abbott) and Mark Murray (Mercer).

Sound fundamentals of property

Sound fundamentals of property

19 October 2023

Although there are challenges for the property sector over the short-term, both Damon Mumford (Dexus) and Mary Power (JANA Investment Advisers) believe the fundamentals for the Australian market are sound

Infrastructure: The risk/reward pay off

Infrastructure: The risk/reward pay off

04 October 2023

Nick Schoenmaker (Drummond Capital Partners), Rob da Silva (da Silva Consulting), Rafio Khan (Innova Asset Management), and Nick Langley (ClearBridge Investments) discuss the opportunities available to investors with infrastructure

Positioning portfolios for inflation

Positioning portfolios for inflation

03 October 2023

With inflation back in the headlines, Dr Isaac Poole (Oreana Portfolio Advisory), Jeff Mitchell (Infocus Securities), and Wayne Chatterjee (Morgan Stanley) discuss how to position portfolios in an inflationary environment.

Do alternatives still have a key role in portfolios?

Do alternatives still have a key role in portfolios?

03 October 2023

Is there value in private markets and how do you incorporate them into portfolios? Jonathan Ramsay (InvestSense), Steven Tang (Zenith Investment Partners), and Jason Horn (BlackRock) provide their perspectives on...

Property strategies in challenging times

Property strategies in challenging times

02 October 2023

Mary Power (JANA Investment Advisers), Louis Christopher (SQM Research), and Damon Mumford (Dexus) provide their views on the property market, including the implications of offshore trends for Australia.

International equities: Do they remain a key driver of returns?

International equities: Do they remain a key driver of returns?

02 October 2023

Can global equities continue to outperform, & which countries and sectors provide attractive opportunities for investors? Monik Kotecha (Insync Funds Management), Rob Makdissi (Akambo), Ashley Owen (Owen Analytics), and Dominic...

‘Frankly my dear . . . we need to include Franking Credits in reporting and portfolio planning’ Here’s what they’re worth

‘Frankly my dear . . . we need to include Franking Credits in reporting and portfolio planning’ Here’s what they’re worth

02 October 2023

 "Franking credits on dividends on Australian shares can add more than 1% per year to returns for Australian shareholders," says Ashley Owen, "but many professionals don’t include the value of...

Fixed interest: Are bonds the key to portfolios again?

Fixed interest: Are bonds the key to portfolios again?

25 September 2023

Chris West (Context Capital), Michael Frearson (Real Asset Management), Chris Lioutas (Insight Investment Consultants), and Tim Hext (Pendal Group) provide their outlook for fixed interest over the next 12 months.

Australian equities: Is the market too optimistic?

Australian equities: Is the market too optimistic?

20 September 2023

The outlook for Australian equities is looking positive. David Wanis (Longwave Capital), Peter Bell (Bellmont Securities), Hamish Tadgell (SG Hiscock), & Andrew Garrett (Perpetual) provide their thoughts on the key...

Illiquid assets: Selection and strategies

Illiquid assets: Selection and strategies

19 September 2023

What are the benefits of illiquid assets and how do you access them? discussed by Daniel Choo (Russell Investments), Matthew Swieconek (Findex), and Ryan Synnot (Arrow Private Wealth) at the...

Structuring the defensive part of the portfolio

Structuring the defensive part of the portfolio

19 September 2023

Brendan Paul (Atrium Investment Management), David Berthon-Jones (Aequitas Investment Partners), and Michael Frearson (Real Asset Management) explain their approaches to constructing the defensive part of the portfolio at the 2023...

Structuring the growth part of the portfolio

Structuring the growth part of the portfolio

19 September 2023

Victor Huang (Milliman), Geoff Greetham (Accordius) & Dermot Ryan (Renaissance Asset Management) discuss key elements to consider when structuring the growth part of a portfolio during their session at the...

The BIG picture – China builds another ‘Sydney CBD’ every 3 days – with our rocks!

The BIG picture – China builds another ‘Sydney CBD’ every 3 days – with our rocks!

17 September 2023

 "The 20-year Chinese property construction boom is over, but I’m still bullish on Aussie exports to China continuing to grow", says Ashley Owen

North extends investment menu with new functionality for advisers & their clients

North extends investment menu with new functionality for advisers & their clients

14 September 2023

North, one of Australia’s leading wrap investment platforms, has strengthened the breadth of its client offer with the addition of 6 new managed portfolios from global investment manager BlackRock.  says...

Aussie retirement funds have the highest ‘growth/defensive’ asset mix in the world – Does this mean they are highest risk?

Aussie retirement funds have the highest ‘growth/defensive’ asset mix in the world – Does this mean they are highest risk?

10 September 2023

"Aussie retirement funds have the highest ‘growth/defensive’ asset mix in the world – does this mean they are highest risk?  What is the best or ideal asset allocation for long...

IMAP announces that Managed Account FUM reaches $161.7 bn as at 30 June 2023

IMAP announces that Managed Account FUM reaches $161.7 bn as at 30 June 2023

05 September 2023

IMAP jointly with Milliman reports that the latest Managed Accounts market data shows a total of $161.7 bn FUM for balance date 30 June 2023 in its 6 monthly long...

Market Monitor – end August 2023: 'Sticky inflation' + 'What’s keeping the AUD down'

Market Monitor – end August 2023: 'Sticky inflation' + 'What’s keeping the AUD down'

04 September 2023

"It's a confused picture this month with share markets lower across the board from profit taking, interest rate hikes slowing, inflation receding, central bankers warnings,and bond yields flat in most...

Last time we had an inflation-busting rate-hike recession – shares surged!   This Time is Different - or is it?

Last time we had an inflation-busting rate-hike recession – shares surged! This Time is Different - or is it?

27 August 2023

"Nothing scares investors more than news of a ‘recession!’ But why? Recessions have mostly been good for Australian shares!" says Ashley Owen, "Contrary to the popular myth that recessions are...

Higher inflation equals lower real returns on all assets

Higher inflation equals lower real returns on all assets

22 August 2023

"Higher inflation in future means lower nominal (headline) returns on asset classes & portfolios, and lower real (inflation-adjusted) returns. A big change from the past 30 years", says Ashley Owen

Australia’s extraordinary population-led growth!

Australia’s extraordinary population-led growth!

Perspectives - Summer 2024
on 06 February 2024

"In January 2024, Australia’s population reached 27 million. This came 18 years sooner than the government planned and predicted just 22 years ago! Lets discuss why this is critical for...

Patient Passive investors defy Panicking Professionals – again

Patient Passive investors defy Panicking Professionals – again

Perspectives - Summer 2024
on 16 January 2024

"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’. Here are the Good, the...

Managed accounts: The art of portfolio management

Managed accounts: The art of portfolio management

Perspectives - Summer 2024
on 10 January 2024

Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation. . 

The fundamentals of managed accounts

The fundamentals of managed accounts

Perspectives - Summer 2024
on 10 January 2024

Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment...

Managed accounts: Platforms and administration

Managed accounts: Platforms and administration

Perspectives - Summer 2024
on 10 January 2024

Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform...

Building portfolios: The active/passive continuum

Building portfolios: The active/passive continuum

Perspectives - Summer 2024
on 05 December 2023

Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios. . 

Next Events

IMAP's Direct Indexing Conference 2024

IMAP Direct Indexing Conference 2024

IMAP Direct Indexing Conference focuses on topics including
 
  • What is Direct Indexing?
  • Direct Indexing: The international experience
  • Customised Ethical or ESG
  • Direct Indexing: Technology and Legal Constraints
  • Direct Indexing: Australian Landscape
Registration is free - please use the "Registration" buttons for either Melbourne or Sydney below

Melbourne Monday 18th March 2024 (2pm to 5pm) 

Sydney Thursday 21st March 2024   (2pm to 5pm)

Please note that registrations are limited, and if you are unable to register please contact Jenny Phimleut IMAP Program Director on

P: +61 2 8003 4147 or email jenny.phimleut@imap.asn.au

Please also note that this conference is being held on the same day and location (but different rooms) following the 2pm conclusion of the above IMAP Portfolio Management Conference.
IMAP's Portfolio Management Conference 2024 Optimising Clients' Portfolios in 2024

Optimising Clients' Portfolios in 2024

IMAP's Portfolio Management Conference looks at optimising clients' Portfolios and finding the right path to achieve investment goals in 2024 
 
For more information on the conference program, speakers and registering for the Conference please use the Register button for your city of choice below:

Melbourne - Monday 18th March 2024 
or Sydney - Thursday 21st March 2024
 
Please note that Early Bird discounts are available 29 February 2024
IMAP Specialist Webinar Series - AI and its Impact on Advice, Portfolio Management and Investment Management

IMAP Specialist Webinar Series - Making a Success of Introducing a Managed Account Program : Lessons from Experience

Join us  at midday on each of the 3 days to hear from experts on AI and its Impact on Advice, Portfolio Management and Investment Management
 

Registrations now open please use Registration Button below you only need to register once for the series of 3 webinars the same link will work for all 3 webinars

Webinar Series CPD Accredited for 3 hours approx

Monday 19th February 12PM AEDT 
Topic:  AI in Advice

 

Glenn Calder - Viridian Financial Group

James Wartho - FinTalkr

 

 

Tuesday 20th February 12PM AED 
Topic:  How is AI being used to enhance Portfolio Management?

 

Michael Strachan - Corinella Capital

Socrates Vossos - WealthPilot

Webinar Series CPD Accredited for 3 hours approx

 

Wednesday 21st February 12PM AEDT 
Topic:  Using AI in Investment

 

Cameron Gleeson - Betashares

Monik Kotecha - Insync

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