Perspectives

News, updates and perspectives on managed accounts

IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns

IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns

01 October 2025

Russell Investments’ approach to sustainable investing has seen it take out the Responsible Investing category at the 2025 IMAP Managed Account Awards. James Harwood (Russell Investments) and Chetan Trehan (SQM...

IMAP Awards Boutique Licensee Winner - Philosophy drives investment success

IMAP Awards Boutique Licensee Winner - Philosophy drives investment success

01 October 2025

Michael Karagianis (JANA) and Toby Potter (IMAP) look at the winner in the Boutique Licensee category of the 2025 IMAP Managed Account Awards - Strategic Wealth, & discuss the importance...

IMAP Awards Fixed Interest Winner - Making the complex simple

IMAP Awards Fixed Interest Winner - Making the complex simple

01 October 2025

Charlie Callan (BondAdviser) and Toby Potter (IMAP) discuss how BondAdviser’s focus on fixed income and its mission to ‘make the complex simple’ won the Fixed Interest category in the 2025...

IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $256.24 bn as at 30 June 2025

IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $256.24 bn as at 30 June 2025

28 September 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...

IMAP submission on proposed review of CP385 and draft RG181

IMAP submission on proposed review of CP385 and draft RG181

23 September 2025

Read IMAP's submission to Australian Securities and Investments Commission (ASIC) in relation to the proposed review of CP385 and draft RG181, with specific reference to issues arising in areas of retail financial services which...

ASPIRE to portfolio tailoring in managed accounts

ASPIRE to portfolio tailoring in managed accounts

12 August 2025

David Hutchison (North) believes the industry needs to broaden the appeal of managed accounts to make this structure more attractive to advisers who seek the flexibility of adjusting client portfolios...

In-house managed account portfolios - Pros and Cons

In-house managed account portfolios - Pros and Cons

11 August 2025

Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can  building great investment solutions for clients & bringing efficiencies, but...

Connecting with the next generations

Connecting with the next generations

07 August 2025

Inter-generational wealth transfer is transforming the financial landscape. Damon Riscalla (Betashares) discusses what matters most to each generation, &provides insights on how advisers can strengthen & sustain these valuable connections....

Advice efficiency gains through AI tools

Advice efficiency gains through AI tools

06 August 2025

Jackie Clark (Colonial First State) & Sean Lee (Colonial First State) discuss how advisers can use readily available AI tools to complete office tasks, and help drive business efficiency  

Targeting high-net-worth validators

Targeting high-net-worth validators

06 August 2025

Martin Morris (Centric) provides insights into the growth of high-net-worth investors, including what drives their behaviour towards investing, and thoughts on how advisers should approach this cohort of sophisticated investors...

Advice technology: It’s time to rethink business processes

Advice technology: It’s time to rethink business processes

31 July 2025

Mark Papendieck  (DASH) shares his insights on building the right foundations and frameworks for adopting emerging advice technology, like cloud computing and AI, within an advice business  

Why ETF investors are quietly beating the biggest super funds

Why ETF investors are quietly beating the biggest super funds

27 July 2025

"While big super funds pour billions into stock picking, they’re still being beaten by investors with a portfolio of simple ETFs" says Chris Byrcki Founder & CEO of Stockspot

Ashley Owen analyses 2024-2025: a year of double-digit returns for diversified portfolios

Ashley Owen analyses 2024-2025: a year of double-digit returns for diversified portfolios

23 July 2025

"2024-2025 was the third straight year of solid double-digit returns for diversified ‘passive’ ETF investors and a standard 70/30 (‘balanced’) fund or ETF portfolio should have returned near 12% after fees....

Retirement income certainty and choice at the heart of North’s investment menu additions

Retirement income certainty and choice at the heart of North’s investment menu additions

17 July 2025

AMP Advice has launched Australia-first solution for democratising access to managed portfolios

What to cover when it’s time to review your Managed Account Program

What to cover when it’s time to review your Managed Account Program

19 May 2025

What should advice groups consider when reviewing their managed accout program to assess whether or not the program is still achieving its objectives and working as well as it should?

Beyond 60/40: ESG: A balance of ideology and thesis

Beyond 60/40: ESG: A balance of ideology and thesis

19 May 2025

Dianna Enlund (S&P Global Sustainable1) and Mark Jordan (Nanuk Asset Management) consider the difficulties in constructing portfolios for clients with responsible objectives that sit outside the traditional 60/40 framework  

Beyond 60/40: Thematics - Investing in the new economy

Beyond 60/40: Thematics - Investing in the new economy

18 May 2025

Chad Hitzeman (Global X), Hugh Lam (Betashares), and Michael McCorry (BlackRock Investment Management) consider how thematic and alternative investments can be used to enhance the framework of a traditional portfolio....

A different approach to retirement income

A different approach to retirement income

14 May 2025

Not all investors are suited to a traditional 60/40 portfolio, particularly when in retirement phase. Frank Danieli (MA Financial Group), Darren Beesley (Evidentia Group), and Daniel Stojanovski (Ventura Funds Management)...

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...

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...

IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns

IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns

Perspectives - Spring 2025
on 01 October 2025

Russell Investments’ approach to sustainable investing has seen it take out the Responsible Investing category at the 2025 IMAP Managed Account Awards. James Harwood (Russell Investments) and Chetan Trehan (SQM...

IMAP Awards Boutique Licensee Winner - Philosophy drives investment success

IMAP Awards Boutique Licensee Winner - Philosophy drives investment success

Perspectives - Spring 2025
on 01 October 2025

Michael Karagianis (JANA) and Toby Potter (IMAP) look at the winner in the Boutique Licensee category of the 2025 IMAP Managed Account Awards - Strategic Wealth, & discuss the importance...

IMAP Awards Fixed Interest Winner - Making the complex simple

IMAP Awards Fixed Interest Winner - Making the complex simple

Perspectives - Spring 2025
on 01 October 2025

Charlie Callan (BondAdviser) and Toby Potter (IMAP) discuss how BondAdviser’s focus on fixed income and its mission to ‘make the complex simple’ won the Fixed Interest category in the 2025...

IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $256.24 bn as at 30 June 2025

IMAP’s FUM Census of Managed Accounts in conjunction with Milliman reports managed accounts FUM totaling $256.24 bn as at 30 June 2025

Perspectives - Spring 2025
on 28 September 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...

IMAP submission on proposed review of CP385 and draft RG181

IMAP submission on proposed review of CP385 and draft RG181

Perspectives - Spring 2025
on 23 September 2025

Read IMAP's submission to Australian Securities and Investments Commission (ASIC) in relation to the proposed review of CP385 and draft RG181, with specific reference to issues arising in areas of retail financial services which...

ASPIRE to portfolio tailoring in managed accounts

ASPIRE to portfolio tailoring in managed accounts

Perspectives - Winter 2025
on 12 August 2025

David Hutchison (North) believes the industry needs to broaden the appeal of managed accounts to make this structure more attractive to advisers who seek the flexibility of adjusting client portfolios...

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