Perspectives - Spring 2020

Speaking at a recent IMAP webinar on ‘Considerations for licensees in international investing’, Nathan Lim Morgan Stanley's Head of Wealth Management Research Australia, reveals the 5 key areas that investors need to be aware of when investing in overseas markets.

Dr Isaac Poole believes great governance is critically important for any financial planning business wanting to implement a managed accounts solution. He spoke recently about investment governance at an IMAP webinar on ‘Building an effective client solution through SMAs and MDAs’.

Speaking at the IMAP InvestTech 2020 conference, Franklin Templeton’s James Verner and Quantifeed’s Alex Ypsilanti explain how through business collaboration, they have been able to build a sustainable business model that is achieving digital alpha.

With over 20 years’ experience in financial services, Shannon Bernasconi WealthO2’s Managing Director and Co-founder is excited by how technology innovation is shaping the future of advice and the development of managed accounts in Australia.

There are many misconceptions surrounding artificial intelligence. Gihan Perera is a business futurist, speaker and author who works with business leaders to help them lead and succeed in an uncertain but exciting future. He provides some key insights on how AI can improve your business...

Speaking at the IMAP InvestTech 2020 conference, the Chief Operating Officer at LaVista Licensee Solutions, Tanya Seale, explains the role of the licensee with technology for an advice business...a licensee that embraces technology, can use that technology to streamline its business, while removing many pain barriers that advisers might experience when using technology. 

Managed accounts are quickly emerging as one of the key delivery vehicles for advice. Brett Sanders, CEO of Philo Capital Advisers, and Zac Leman, BT Head of Managed Accounts, discussed some of the key issues facing the uptake of managed accounts by advisers

With over 70 entries across seven categories in the 2020 IMAP Managed Account Awards, judges praised the overall quality of the finalists, with Morgan Stanley Wealth Management Australia taking out the coveted award for Licensee Managed Account and Milliman winning the highly contested Innovation category

Fundamentals pay off at Real Asset Management who have won the IMAP Award for a third consecutive year in the Australian Fixed Interest category. Thi ssuccess speaks highly to the quality of processes, people and performance track record at Real Asset Management.

Consistency is the key as for the third consecutive year, Macquarie Investment Management has taken out the IMAP Award in the Australian Equities Small Cap category for its Australian Equities Small Companies SMA Strategy.

Milliman’s SmartShield Series  - a set of managed account portfolios with built-in risk management protection - has taken out the Innovation category at the 2020 IMAP Managed Account Awards.

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 year). This shows that the  Funds Under Management (FUM) in Managed Accounts as at 30 June 2020 is......

Providing an investment solution that is fit-for-purpose for its clients has landed Morgan Stanley Wealth Management Australia the coveted 2020 IMAP Award of Licensee Managed Account category

The judges were impressed with Blackmore Capital’s intensive approach to investing, with the Australian Equity portfolio manager taking out the 2020 IMAP Award for Australian Equities.

Franklin Templeton wins the 2020 IMAP Award for International Equities for their Global Growth portfolio. "It’s about doing the little things right and being consistent with what it does" that has seen Franklin Templeton take out the International Equities category.

Infinity Asset Management has taken out the Multi Asset category at the 2020 IMAP Managed Account Awards. By his own admission, winning the IMAP Managed Account Award for the Multi Asset category is a “big deal” for Infinity Asset Management, says its Chief Investment Officer, Piers Bolger.