As the coronavirus pandemic hits many countries and businesses hard, Chris Addy CEO - Castle Hall Diligence provides some timely tips to help financial advisers and investment managers navigate this period of uncertainty.

Gihan Perera provides four ways for leaders to tap into the diversity of their people to build high-performance teams, by making the most of the diverse background, skills, talents and behaviour of every team member.

Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.

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 and governance matters.

Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward

Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inflation is uncertain

Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.

Vincent Holland of Plutosoft explains how, an advisory firm can succeed both now and beyond the COVID-19 crisis.

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 coordianted a submittion from teh managed accounts industry as a response to the Royal Commission Interim Report to illustrate that managed accounts can have positive putcomes for the end investor. This submission makes reference to 5 of the particular issues raised in the Interim Report

IMAP announces that Phase One of the Managed Accounts industry initiative to develop Data Standards is complete.

A key finding of the inaugural Digital Wealth Report released by Investment Trends is that banking relationships are being redefined.

As well as providing strong investment returns to its clients, the companies Australian Ethical invests in are helping shape the world we live in. Here are 5 examples of companies it is  investing in that are leading the transition to a zero-carbon economy

Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for investment markets

The outlook of Australian investors for domestic stocks remains subdued in the opening months of 2020, despite the market’s strong performance in 2019. According to findings from the Investment Trends’ Investor Product Needs Report

With the deadline for submissions for this year’s IMAP Managed Account Awards closing on 26 June 2020, one of this year’s judges has provided some valuable insights into the overall criteria and judging process for these prestigious awards