Video Library

2018 Investment Forums

13 April 2018 featuring Andrew Stanley, RaltonAM and Patrick Nalty, Paradigm

2018 Adviser Roadshow

FUM Census
Successful Adoption of Managed Accounts in Wealth Management Firms
Serving HNW clients
Best Interest: What role can managed accounts play?
Building a Practice of Value
Building blocks for a Managed Account Service
How Managed Accounts Changeed our Service Offering
The retirement challenge for Advisers
Business Health - what determines profitability in an Advice Practice?
What resources do you need to build a Managed Account program?

20 Dec 2017 IMAP InvestTech 17'

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30 Oct 2017 IMAP Investment Forum featuring Joel Bloomer, Morningstar, and Steve Romich, DFS

IMAP Investment Forum
 
What to look for in an SMA - an Investment Manager's perspective: Roger Walling Ralton Asset Management
Why is Ralton receiving such a good reception?
What to look for an a Managed Account provider?

May 9 2017 - Manager Due Dilligence - making sure the next van Eyk Blueprint isn’t in your Group’s Portfolios (sponsored by OneVue)

Manager Due Dilligence - Chris Addy, Castle Hall
 
What are the different levels of dilligence that allocators can consider?
What are the major risks which an ODD process can assess?
What are the key traits of a viable investment manager?
Why is Operational Due Diligence important, especially for an investor looking for diversity?

March 8 2017 - Using managed accounts for investments that are difficult to reach for individual clients (sponsored by IOOF)

Presenters

Jason Entwistle - HUB24, Hugh Williams - Pitt Street Real Estate Partners and Peter Harper- Betashares

Entire presentation
 
What are the risks a portfolio manager can protect against?

February 7 2017 How to deliver on your portfolio promises - portfolio construction in Managed Accounts (sponsored by OneVue)

Presenters

Dominic McCormick, Head of Investment Strategy, Select Funds and Theo Maas, Global Portfolio Manager, Arnhem Investment Management

Using Bonds through a separately managed account sponsored by IOOF
What constraints affect portfolio construction in global equity accounts?
Should asset allocation be adjusted for assets not easily accessed?
How should investors plan for concentration risk?

About IMAP

The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry. Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.

 

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