Chris West (Context Capital), Michael Frearson (Real Asset Management), Chris Lioutas (Insight Investment Consultants), and Tim Hext (Pendal Group) provide their outlook for fixed interest over the next 12 months.
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.
Franklin Templeton wins the 2020 IMAP Award for International Equitiesfor 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.
As the nation battles on with the COVID-19 pandemic, what are clients asking their advisers? Speaking at the IMAP Adviser Roadshow, Steve Aldridge AFP® and Vincent O’Neill AFP® share their insights on what clients are telling them and how their businesses are responding.
Speaking at the 2022 IMAP Portfolio Management Conference, Francyne Mu CFA (Franklin Templeton) provides her views on the current global environment, and how macro and geopolitical issues will affect Franklin Templeton’s approach to identifying investment opportunities
IMAP Chair Toby Potter and Peter Worn - Joint Managing Director at Finura Group - provide their key insights from the IMAP InvestTech 2021 virtual conference, including the likely themes that are expected to play out in the industry from 2022 and beyond.
Vincent Holland of Plutosoft explains how, an advisory firm can succeed both now and beyond the COVID-19 crisis.
Geopolitical tensions and the continued rise of China sparked some interesting discussion at the IMAP Portfolio Management Conference 2021. Jesse Imer (Mason Stevens), Jonathan Baird (Western Asset Management) and Nigel Douglas (Douglas Funds Consulting) provide some insights on the challenges facing China over the short-term.
What are the benefits of illiquid assets and how do you access them? discussed by Daniel Choo (Russell Investments), Matthew Swieconek (Findex), and Ryan Synnot (Arrow Private Wealth) at the 2023 IMAP Independent Thought Conference
The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single sector asset classes and multi asset class programs delivered as either MDA portfolios of platform based SMAs...
IMAP jointly with Milliman reports that the latest Managed Accounts market data reports that managed accounts FUM reached $194.8 bn as at 31 December 2023 with reported $15bn of inflows and strong investment performance.
IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.
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 of Managed Account services by financial advisers’ clients surpasses major milestone.
IMAP has released the latest data in its 6 monthly Managed Accounts FUM Census long term series and announces that Managed Account FUM reached $131.65 bn as at 31 Dec 2021, a new record.
Market headwinds in first half of 2022 met by positive inflows resulting in overall growth in Funds under Management in Managed Account services to a record level.
IMAP jointly with Milliman reports that the latest Managed Accounts market data shows a total of $144.5bn FUM for balance date 31 December 2022 in its 6 monthly long term series. The increase being supported by improved markets and a reported $10bn of inflows.
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
A key finding of the inaugural Digital Wealth Report released by Investment Trends is that banking relationships are being redefined.
Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.
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