Perspectives

News, updates and perspectives on managed accounts

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...

The Nucleus of great innovation wins the Innovation category
08 September 2021

The Nucleus of great innovation wins the Innovation category

Nucleus Wealth’s proprietary software system - Proton - is helping to streamline the managed accounts offering at this Melbourne-based business. Its technology offering has taken out the Innovation category at...

Focused businesses deliver outperformance - International Equities Catergory
07 September 2021

Focused businesses deliver outperformance - International Equities Catergory

With a view on focused businesses to drive portfolio diversity and outperformance, Franklin Templeton has taken out the 2021 IMAP Managed Accounts Award for International Equities.  

Strong stewardship delivers results - Multi Asset Category
03 September 2021

Strong stewardship delivers results - Multi Asset Category

A focus on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.  

Building portfolios using alternatives: The researcher’s view
02 September 2021

Building portfolios using alternatives: The researcher’s view

Alternatives' is a catchall for a huge range of investment opportunities designed to improve returns or reduce risk in portfolios. Daniel Stojanovski (Centrepoint Alliance) talks to three research house experts...

Integrity and durability - Australian Equities Category
02 September 2021

Integrity and durability - Australian Equities Category

Beating a high calibre field of entries, First Sentier Investors has taken out the 2021 IMAP Managed Accounts Award in the Australian Equities category  

Managed accounts get tick of approval
24 August 2021

Managed accounts get tick of approval

Over the last five years, the number of financial advisers recommending managed accounts has doubled from 22 per cent to 44 per cent, with a further 26 per cent thinking...

One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients
12 July 2021

One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients

We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested,...

Top three tips when advising on MDAs
06 July 2021

Top three tips when advising on MDAs

A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote)...

A good team, a good business
01 July 2021

A good team, a good business

Transitioning to a managed accounts structure can be challenging for any advice business, particularly for smaller boutique firms. Michael Bova (Family Wealth Advisory) joins Steven Jessop (Lonsec) in explaining some...

An MDA journey: Lessons learnt along the way
01 July 2021

An MDA journey: Lessons learnt along the way

Staring out with MDAs in 1997, Findex has become one of Australia’s largest providers of MDA model portfolios. Speaking at the IMAP Adviser Roadshow 2021, Kieran Canavan shares some of...

Asset allocation: Evolution not revolution
01 July 2021

Asset allocation: Evolution not revolution

The biggest contributor to portfolio outcomes is asset allocation. Richard Rauch (First Sentier Investors), Michael Karagianis (JANA Investment Advisers), Alex Cathcart (Drummond Capital Partners), Jesse Imer (Mason Stevens) and Jerome...

Eight dimensions for building a business model
30 June 2021

Eight dimensions for building a business model

Choosing the right business model that fits the capabilities and needs of your clients can be challenging for many advice businesses. Chris Wrightson (Ironbark Asset Management) and Tony Lynch (FinClear)...

More about Managed Accounts at the FPA Professionals Congress  Sydney Here is the link to the FPA Professionals Congress 2021 7th & 8th April 2022
29 June 2021

More about Managed Accounts at the FPA Professionals Congress Sydney Here is the link to the FPA Professionals Congress 2021 7th & 8th April 2022

Find out more about Managed Accounts at the FPA Professionals Congress in Sydney from 22 – 23 November 2021. IMAP's Managed Accounts Zone is a great "no pressure" way for...

Ultra care for ultra high-net-worth clients
15 June 2021

Ultra care for ultra high-net-worth clients

John Woodley (Fitzpatricks Private Wealth), John Barton (MGD Wealth) and moderator, Greg Miller (Wealth Market) explain the challenges and demands of working with ultra high-net-worth clients.  

Communicating with clients on ESG
15 June 2021

Communicating with clients on ESG

ESG and ethical investing is becoming increasingly important in the advice space, as more investors turn to this style of investing. Speaking at the IMAP Adviser Roadshow 2021, Angela Ashton...

15 years of lessons learnt
28 May 2021

15 years of lessons learnt

John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the...

Working with not-for-profit clients
26 April 2021

Working with not-for-profit clients

Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market),...

Managing a wholesale and HNW client base
22 April 2021

Managing a wholesale and HNW client base

David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High...

Uptake of managed accounts accelerates
19 April 2021

Uptake of managed accounts accelerates

The appetite of investors and financial planners for managed accounts continues to grow, with new client inflows into managed accounts expected to surge over the next  3 years. 70% of...

Opportunities in Asia
08 April 2021

Opportunities in Asia

As the world begins to return to some form of normalcy, with the rollout of a COVID-19 vaccine, parts of Asia are re-opening and economic activity is resuming. Along with...

Building a managed accounts program
30 March 2021

Building a managed accounts program

Angela Ashton (Evergreen Consultants), Justin McLaughlin (ClearView), Martin Crabb (Shaw and Partners) and Paul Saliba (AMP) discuss the challenges of building managed account programs for larger advice businesses. The magic...

Looking for growth in 2021
23 March 2021

Looking for growth in 2021

In a low interest rate environment, Brad Matthews (Brad Matthews Investment Strategies), Chris Lioutas (Insight Investment Consultants), Jerome Lander (Dynamic Asset/WealthLander) and Alan Logan (Marcona Partners) share their insights on...

Many shades of green to ESG
22 March 2021

Many shades of green to ESG

Applying ESG and ethical frameworks within a portfolio, without compromising returns, might sound difficult. But for Karen McLeod CFP® (Ethical Investment Advisers), Dan Powell (Nanuk Asset Management), Leah Willis (Australian...

Results out for IMAP Milliman Managed Account FUM Census as at 31 Dec 2020
22 March 2021

Results out for IMAP Milliman Managed Account FUM Census as at 31 Dec 2020

IMAP (The Institute of Managed Account Professionals Ltd) in conjunction with Milliman has released the latest data in its 6 monthly Managed Accounts FUM Census series (now in its 6th...

Investors turn to digital solutions
20 March 2021

Investors turn to digital solutions

At the end of 2020, the number of active retail online investors in Australia reached a new high of 1.25 million, highlighting a trend that has seen the retail investing...

The challenges of asset allocation
14 March 2021

The challenges of asset allocation

Speaking at the IMAP Portfolio Management Conference 2021, Al Clark (MLC), Piers Bolger (Infinity Asset Management/Viridian Advisory) and Michael Karagianis (JANA) explore the challenges of asset allocation in a low...

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