News, updates and perspectives on managed accounts
ASIC action plans and better client outcomes
Alan Kirkland (ASIC) & Toby Potter (IMAP) discuss ASIC’s 2025-26 Corporate Plan in relation to managed accounts, including conflicts of interest, a governance framework, and assessing consumer outcomes
Private market equity opportunities
Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital) discuss their approaches to providing investors with solutions to access opportunities in private market equities.
Investment - Names your clients haven’t heard of
Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for growth outside of...
Investment - Opportunities in global markets
For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.
IMAP Awards Innovation Winner - Excellence in innovation
LAB Managed Portfolio Solution - a collaboration between 3 companies (Entireti (the parent company of advice businesses, including Akumin, Fortnum Private Wealth, Personal Financial Services, and Entireti Alliances) has taken...
IMAP Awards Australian Equities Winner - Quality at a reasonable price
Lonsec Investment Solutions tops the Australian Equities category of the 2025 IMAP Managed Account Awards. Nathan Lim (Evidentia) & Brad Matthews (Brad Matthews Investment Strategies) discuss Lonsec’s philosophy and approach to...
IMAP Awards International Equities Winner - Investing that is true to label
Aoris Investment Management won the International Equities category at the 2025 IMAP Managed Account Awards. Rohan Brotherson (Aoris Investment Management) and Rob da Silva (Foresight Analytics) discuss Aoris’ consistent approach...
IMAP Awards Australian Equities Small Caps Winner - Consistency in small caps approach
Infinity Asset Management succeeds in the Australian Equities Small Caps category at the 2025 IMAP Managed Account Awards. Chris Adams (Infinity Asset Management) & Toby Potter (IMAP) discuss Infinity’s approach...
IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns
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
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
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 $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
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
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
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
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
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
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
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
"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
"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
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 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
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
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
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
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
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
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
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
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
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?
"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...
ASIC action plans and better client outcomes
Alan Kirkland (ASIC) & Toby Potter (IMAP) discuss ASIC’s 2025-26 Corporate Plan in relation to managed accounts, including conflicts of interest, a governance framework, and assessing consumer outcomes
Private market equity opportunities
Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital) discuss their approaches to providing investors with solutions to access opportunities in private market equities.
Investment - Names your clients haven’t heard of
Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for growth outside of...
Investment - Opportunities in global markets
For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.
IMAP Awards Innovation Winner - Excellence in innovation
LAB Managed Portfolio Solution - a collaboration between 3 companies (Entireti (the parent company of advice businesses, including Akumin, Fortnum Private Wealth, Personal Financial Services, and Entireti Alliances) has taken...
IMAP Awards Australian Equities Winner - Quality at a reasonable price
Lonsec Investment Solutions tops the Australian Equities category of the 2025 IMAP Managed Account Awards. Nathan Lim (Evidentia) & Brad Matthews (Brad Matthews Investment Strategies) discuss Lonsec’s philosophy and approach to...