Perspectives

News, updates and perspectives on managed accounts

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder! (2)

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder! (2)

22 May 2024

"For the past 20 years, global index provider S&P Global has published regular surveys of active fund performance in Australia & other major world markets called ‘SPIVA’ (‘S&P Index Versus Active’)....

Alternatives: a hedge against inflation

Alternatives: a hedge against inflation

08 May 2024

Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.  

Private markets: A way to optimise portfolios

Private markets: A way to optimise portfolios

08 May 2024

Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.  

Illiquid investments: The risks and opportunities

Illiquid investments: The risks and opportunities

07 May 2024

Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.  

Market Monitor – April 2024 snapshot – shares fall as rate cut hopes finally dashed – is this the ‘Big one?

Market Monitor – April 2024 snapshot – shares fall as rate cut hopes finally dashed – is this the ‘Big one?

06 May 2024

Ashley Owen provides his essential 1 page 30th April snapshot for Aussie investors – covering what happened and why?? with the Australian & US share markets, short- and long-term interest...

AMP, BlackRock & Lonsec combine in powerful managed account initiative

AMP, BlackRock & Lonsec combine in powerful managed account initiative

30 April 2024

AMP Advice has launched Australia-first solution for democratising access to managed portfolios

The Low Inflation era of great returns is over. Investing just got a whole lot harder!

The Low Inflation era of great returns is over. Investing just got a whole lot harder!

17 April 2024

"Investors enjoyed unusually high returns in the past couple of decades because every asset class posted above average returns in the low inflation era we have just enjoyed, but what...

AMP announces the North platform reached $14.9 bn of managed account portfolio assets under management as at 31 March 2024

AMP announces the North platform reached $14.9 bn of managed account portfolio assets under management as at 31 March 2024

16 April 2024

AMP Ltd has released its Q1 2024 cashflows and latest AUM figures showing that North managed portfolios assets reached $14.9 bn as at end of Q1 2024

Structural themes to drive portfolio returns

Structural themes to drive portfolio returns

16 April 2024

Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.  

The role of alternatives in portfolios

The role of alternatives in portfolios

15 April 2024

Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio  

Can infrastructure protect against persistent inflation?

Can infrastructure protect against persistent inflation?

14 April 2024

John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an inflation protection...

Achieving real portfolio returns in inflationary times

Achieving real portfolio returns in inflationary times

14 April 2024

Cameron Gleeson (Betashares) and Glen Foster (Atrium Investment Management) discuss why investors should focus on real returns in times of inflation  

Investing attitudes of emerging investors

Investing attitudes of emerging investors

05 April 2024

Investing attitudes of emerging investors - Leah Willis (Australian Ethical) discusses some of the key outtakes from the latest research examining the next generation of investors.  

Balancing portfolio risk against returns

Balancing portfolio risk against returns

04 April 2024

Can investors protect their portfolios against the dual risks of inflation and recession? Kieran Canavan (Centric Wealth) and Andy Gardner (Fiera Capital) consider suitable strategies.  

Geopolitics: Risks and opportunities

Geopolitics: Risks and opportunities

04 April 2024

Geopolitics are having a considerable impact on investment markets. Diana Mousina (AMP) and Dr Matt Gertken (BCA Research) discuss the geopolitical risks and opportunities for investors.  

The contrarian mindset: The battle against behavioural biases

The contrarian mindset: The battle against behavioural biases

04 April 2024

Going against our behavioural instincts is difficult and it’s no different for contrarian investing. Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio  

Market Monitor – March 2024 snapshot – Fed + RBA warn inflation not yet contained, but shares keep surging

Market Monitor – March 2024 snapshot – Fed + RBA warn inflation not yet contained, but shares keep surging

03 April 2024

Ashley Owen provides his essential March 20241-page snapshot for Aussie investors – covering Australian and US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate.

US Shares: ‘double-whammy’ of over-pricing, but how serious is it?

US Shares: ‘double-whammy’ of over-pricing, but how serious is it?

01 April 2024

"The US share market is soaring on strong profit rebounds in the past year, with bullish future profit growth forecasts for the next couple of years.  Bullish profit forecasts with...

IMAP announces that Managed Account FUM reached $194.8 bn as at 31 December 2023

IMAP announces that Managed Account FUM reached $194.8 bn as at 31 December 2023

14 March 2024

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...

Riding the AI tailwind

Riding the AI tailwind

28 February 2024

Are you considering an exposure to artificial intelligence (AI) in your portfolio? Cameron Gleeson (Betashares) & Monik Kotecha (Insync Funds Management) discuss how advisers can ride the AI tailwind. . 

Artificial intelligence: Friend or foe?

Artificial intelligence: Friend or foe?

28 February 2024

Glenn Calder (Viridian Financial Group) and James Wartho (Fifth Logic and FinTalkr) share their views on how AI will shape the future of financial advice, and how the rise of...

Responsible investing: What’s on the horizon?

Responsible investing: What’s on the horizon?

27 February 2024

Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing...

Australia’s extraordinary population-led growth!

Australia’s extraordinary population-led growth!

06 February 2024

"In January 2024, Australia’s population reached 27 million. This came 18 years sooner than the government planned and predicted just 22 years ago! Lets discuss why this is critical for...

Patient Passive investors defy Panicking Professionals – again

Patient Passive investors defy Panicking Professionals – again

16 January 2024

"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’. Here are the Good, the...

Managed accounts: The art of portfolio management

Managed accounts: The art of portfolio management

10 January 2024

Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation. . 

The fundamentals of managed accounts

The fundamentals of managed accounts

10 January 2024

Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment...

Managed accounts: Platforms and administration

Managed accounts: Platforms and administration

10 January 2024

Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform...

Building portfolios: The active/passive continuum

Building portfolios: The active/passive continuum

05 December 2023

Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios. . 

Passive insights for active management

Passive insights for active management

05 December 2023

 Craig Lazzara (S&P DJI) provides his thoughts behind why active managers face severe and continuing performance challenges when investing. 

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

19 November 2023

"The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?Is the local share market in terminal decline?...

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

19 November 2023

"Commodities matter! Raw commodities exports made, and continue to make, Australia the richest country per capita on earth. More than half of the 2,200+ companies listed on the ASX are...

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

03 November 2023

"Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD...

Australia -vs- rest of the world on Inflation & Interest rates

Australia -vs- rest of the world on Inflation & Interest rates

26 October 2023

"The RBA is lagging has more work to do! In Sept 23 quarterly inflation rose from 0.8% to 1.2%, but cash rate's been sitting at 4.1% since June 23, after...

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder! (2)

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder! (2)

Perspectives - Autumn 2024
on 22 May 2024

"For the past 20 years, global index provider S&P Global has published regular surveys of active fund performance in Australia & other major world markets called ‘SPIVA’ (‘S&P Index Versus Active’)....

Alternatives: a hedge against inflation

Alternatives: a hedge against inflation

Perspectives - Autumn 2024
on 08 May 2024

Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.  

Private markets: A way to optimise portfolios

Private markets: A way to optimise portfolios

Perspectives - Autumn 2024
on 08 May 2024

Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.  

Illiquid investments: The risks and opportunities

Illiquid investments: The risks and opportunities

Perspectives - Autumn 2024
on 07 May 2024

Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.  

Market Monitor – April 2024 snapshot – shares fall as rate cut hopes finally dashed – is this the ‘Big one?

Market Monitor – April 2024 snapshot – shares fall as rate cut hopes finally dashed – is this the ‘Big one?

Perspectives - Autumn 2024
on 06 May 2024

Ashley Owen provides his essential 1 page 30th April snapshot for Aussie investors – covering what happened and why?? with the Australian & US share markets, short- and long-term interest...

AMP, BlackRock & Lonsec combine in powerful managed account initiative

AMP, BlackRock & Lonsec combine in powerful managed account initiative

Perspectives - Autumn 2024
on 30 April 2024

AMP Advice has launched Australia-first solution for democratising access to managed portfolios

Next Events

IMAP's Managed Account Awards 2024 are here.

Optimising Clients' Portfolios in 2024

The IMAP 2024 Managed Account Awards provide our industry the opportunity to recognising best in class for Managed Account Licensees, Boutique Licensees, Innovators, and Investment Asset providers plus Responsible Investing Portfolios.

The Awards have showcased a wide range of providers who are recognised for their work and accomplishments. (see IMAP Past events for more details)

Entries are now closed and judging is commencing - the finalists in each category will be announced on 1st August 2024

IMAP wishes everyone the best and please ask the Awards team how we can help

IMAP's 2024 Advice in Action Conference

In 2024 this IMAP Advice in Action Conference puts the use of technology and digitisation in the spotlight for Advisers & Clients

Reaching "best practice" level in a digitalised advice business is a challenge to every advice practice.. our speakers will help you get on the right page by exploring

  • Getting centred on platforms' roles in helping your busienss to grow
  • How to go paperless for new & emerging clients, and provide relevant service to existing clients
  • Helping the next generation be safer for their financial future
  • Making the most of multi-generational relationships with families and more...

WHEN & WHERE

23rd July 2023 - Melbourne CBD - "Zinc"
20th July 2023 - Sydney CBD - "Amora on Jamieson

REGISTER USING THE LINK BELOW FOR EARLY BIRD RATES BEFORE 30 JUNE 2024

Contact us

Email
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Phone
0414 443 236