Perspectives

News, updates and perspectives on managed accounts

Fixed income in a period of uncertainty

Fixed income in a period of uncertainty

21 October 2024

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...

Navigating the headwinds of global equities

Navigating the headwinds of global equities

21 October 2024

Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.  

A targeted approach to Australian equities

A targeted approach to Australian equities

14 October 2024

John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.  

Alternatives: A portfolio diversifier

Alternatives: A portfolio diversifier

14 October 2024

Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.  

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

11 October 2024

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.  

Eyeing off the opportunities in property

Eyeing off the opportunities in property

08 October 2024

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  

Picking a good private credit option

Picking a good private credit option

08 October 2024

Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit...

Managing the growth allocation

Managing the growth allocation

08 October 2024

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating...

Bonds are back, but are less reliable

Bonds are back, but are less reliable

08 October 2024

Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.  

Going the distance with retirement portfolios

Going the distance with retirement portfolios

08 October 2024

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.  

Three quarter time score check – 2024: Great returns despite constant recession fear mongering

Three quarter time score check – 2024: Great returns despite constant recession fear mongering

07 October 2024

"Despite continual threatning market messages - almost all of the main asset classes are doing  well this year, beating inflation, and most are even doing better than their long-term averages",...

Five reasons why the RBA is not cutting rates like rest of the world

Five reasons why the RBA is not cutting rates like rest of the world

16 September 2024

The RBA is getting a lot of political heat for not cutting interest rates like many other central banks around the world. Ashley Owen analyses whether the RBA is helping...

North focuses on customisation and flexibility with several new additions

North focuses on customisation and flexibility with several new additions

15 September 2024

North has announced that it has expanded its range of customisation options for managed portfolios, giving advisers more flexibility over the assets their clients hold, to help more advice practices...

Managing the growth allocation

Managing the growth allocation

09 September 2024

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities  

The Holy Grail of private markets for managed accounts

The Holy Grail of private markets for managed accounts

28 August 2024

Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets...

Portfolio customisation: Models with tailoring

Portfolio customisation: Models with tailoring

28 August 2024

Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.  

The role of advisers in monitoring underperformance

The role of advisers in monitoring underperformance

28 August 2024

Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance  

Practical implementation of managed accounts

Practical implementation of managed accounts

27 August 2024

Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.  

Accommodating illiquid assets for clients

Accommodating illiquid assets for clients

26 August 2024

Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.  

Building a digital first business

Building a digital first business

26 August 2024

Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides nsights into how to build a...

CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?

CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?

22 August 2024

Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by...

Another good financial year for lazy investors! How did your returns stack up?

Another good financial year for lazy investors! How did your returns stack up?

01 July 2024

Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange...

Risk isn’t always a bad thing

Risk isn’t always a bad thing

13 June 2024

Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management....

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

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

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  

Fixed income in a period of uncertainty

Fixed income in a period of uncertainty

Perspectives - Spring 2024
on 21 October 2024

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...

Navigating the headwinds of global equities

Navigating the headwinds of global equities

Perspectives - Spring 2024
on 21 October 2024

Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.  

A targeted approach to Australian equities

A targeted approach to Australian equities

Perspectives - Spring 2024
on 14 October 2024

John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.  

Alternatives: A portfolio diversifier

Alternatives: A portfolio diversifier

Perspectives - Spring 2024
on 14 October 2024

Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.  

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

Perspectives - Spring 2024
on 11 October 2024

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.  

Eyeing off the opportunities in property

Eyeing off the opportunities in property

Perspectives - Spring 2024
on 08 October 2024

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  

Next Events

IMAP's Managed Accounts Central  exhibition is at the FAAA Congress 2024 in Brisbane

IMAP's Managed Accounts Zone exhibition is at the FAAA Congress 2024 in Brisbane

IMAP's Managed Account Zone enables advisers to talk with a selection of managed account service providers to ask questions and find out how effective implementation of managed accounts may be of benefit to your advice practice.

The FAAA 2024 Congress is being held in Brisbane from Wednesday 27th to 29th November 2024, and this year we welcome the following managed account providers exhibiting at the Managed Account Zone

The 2024 Managed Account Central features

Contact us

Email
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Phone
0414 443 236